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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
JC
3526
Jacobs & Co
California
$220K – – –
BCP
3527
Blue Chip Partners
Michigan
$220K -$24.5K -38 -10%
BAG
3528
Bridgewealth Advisory Group
California
$220K – – –
GCM
3529
Gunderson Capital Management
South Carolina
$220K +$211K +328 New
NA
3530
Nautilus Advisors
California
$219K +$211K +327 New
TW
3531
Towerpoint Wealth
California
$219K -$644 -1 -0.3%
NWM
3532
Nova Wealth Management
Florida
$218K -$61.8K -96 -23%
RAM
3533
Riggs Asset Management
Pennsylvania
$218K -$9.66K -15 -4%
YCM
3534
Yousif Capital Management
Michigan
$218K – – –
AMG
3535
APS Management Group
California
$217K +$209K +324 New
BHWA
3536
Beacon Harbor Wealth Advisors
Virginia
$217K +$209K +324 New
PPWM
3537
Paragon Private Wealth Management
Kentucky
$216K – – –
MCM
3538
Mattern Capital Management
Colorado
$216K +$207K +322 New
MMCM
3539
Murphy & Mullick Capital Management
New York
$215K – – –
SC
3540
Schiavi & Co
Delaware
$214K -$184K -285 -47%
MGI
3541
MayTech Global Investments
New York
$214K +$205K +319 New
TA
3542
TKG Advisors
Indiana
$213K +$205K +318 New
KWM
3543
Kingsman Wealth Management
Florida
$213K +$205K +318 New
HI
3544
Harper Investing
California
$212K -$200K -311 -50%
BWA
3545
Burt Wealth Advisors
Maryland
$211K +$203K +315 New
BWM
3546
Base Wealth Management
Florida
$210K +$202K +314 New
CPA
3547
Court Place Advisors
Maryland
$210K +$202K +314 New
WFA
3548
Websterrogers Financial Advisors
South Carolina
$210K +$202K +313 New
VFS
3549
Valpey Financial Services
New Hampshire
$209K +$202K +313 New
HIIFS
3550
Harel Insurance Investments & Financial Services
Israel
$209K – – –
140 141
142
143 144