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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
3526
TCFG Wealth Management
California
$377K -$14.3K -21 -4%
AWP
3527
Abacus Wealth Partners
California
$374K – – –
PWA
3528
Primoris Wealth Advisors
Florida
$374K +$95.7K +141 +35%
TBT
3529
Texas Bank & Trust
Texas
$373K – – –
GWM
3530
Grand Wealth Management
Michigan
$373K +$1.36K +2 +0.4%
CCM
3531
Cambridge Capital Management
Illinois
$373K -$4.75K -7 -1%
SAI
3532
Systematic Alpha Investments
New Jersey
$373K – – –
DWAM
3533
Duncan Williams Asset Management
Tennessee
$372K +$679 +1 +0.2%
NMG
3534
New Millennium Group
Utah
$372K -$23.1K -34 -6%
JRPIM
3535
Journey Retirement Planning & Investment Management
Idaho
$371K +$369K +543 New
RMP
3536
Richards, Merrill & Peterson
Washington
$371K +$36K +53 +11%
KOMWMG
3537
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$370K +$13.6K +20 +4%
AAA
3538
AG Asset Advisory
California
$370K – – –
KNFPWM
3539
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$369K +$10.2K +15 +3%
MC
3540
Matisse Capital
Oregon
$368K – – –
KWA
3541
Kellett Wealth Advisors
Ohio
$366K +$105K +154 +41%
XFP
3542
Xena Financial Planning
Oregon
$366K +$363K +534 New
NFW
3543
Noble Family Wealth
Florida
$365K – – –
BIG
3544
Bush Investment Group
Georgia
$365K +$362K +533 New
FPI
3545
Financial Plan Inc
Washington
$365K +$362K +533 New
SCM
3546
Soros Capital Management
New York
$364K – – –
SA
3547
Seneschal Advisors
Washington
$363K – – –
PPW
3548
Presilium Private Wealth
Pennsylvania
$363K +$150K +221 +72%
HGA
3549
Hobbs Group Advisors
South Carolina
$362K +$359K +528 New
MI
3550
Motiv8 Investments
Florida
$361K -$679 -1 -0.2%
140 141
142
143 144