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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
PFS
3526
Prospect Financial Services
New York
$434K -$205K -281 -33%
I
3527
IMPACTfolio
Colorado
$434K – – –
PFO
3528
Pioneer Family Office
Florida
$434K – – –
SFG
3529
Shum Financial Group
California
$433K – – –
GPCM
3530
Guardsman Private Capital Management
Florida
$433K – – –
RWFS
3531
Rayburn West Financial Services
Tennessee
$431K – – –
RMP
3532
Richards, Merrill & Peterson
Washington
$431K +$14.6K +20 +4%
PFG
3533
Pinnacle Financial Group
Illinois
$429K -$56.1K -77 -12%
CWMP
3534
Clarion Wealth Managment Partners
Virginia
$428K +$417K +572 New
ACM
3535
Alpha Capital Management
Texas
$427K +$40.1K +55 +11%
HGA
3536
Hobbs Group Advisors
South Carolina
$425K -$728 -1 -0.2%
1W
3537
1776 Wealth
Georgia
$425K – – –
OWM
3538
Orca Wealth Management
Florida
$425K +$414K +568 New
DA
3539
Dover Advisors
Virginia
$425K – – –
HWA
3540
Hillcrest Wealth Advisors
New Jersey
$424K – – –
ICM
3541
Intrepid Capital Management
Florida
$424K +$85.2K +117 +26%
IGGA
3542
Iron Gate Global Advisors
Utah
$422K -$49.5K -68 -11%
TAWM
3543
Three Arch Wealth Management
California
$420K +$105K +144 +35%
BLWM
3544
Bucket List Wealth Management
Florida
$419K +$2.91K +4 +0.7%
AC
3545
Attessa Capital
Arizona
$419K – – –
AGP
3546
Aspire Growth Partners
Florida
$416K +$1.46K +2 +0.4%
SAM
3547
Seelaus Asset Management
New Jersey
$416K – – –
HP
3548
Hilltop Partners
Indiana
$414K -$104K -143 -21%
CCA
3549
Checchi Capital Advisers
California
$414K -$9.47K -13 -2%
AWA
3550
Acorn Wealth Advisors
Michigan
$413K -$32.8K -45 -8%
140 141
142
143 144