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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
3551
WFA Asset Management
Wisconsin
$19.9K -$52K -88 -70%
SC
3552
Sawyer & Company
Massachusetts
$18K – – –
FMP
3553
Financial Management Professionals
Texas
$16.9K -$6.25M -10,583 -100%
CW
3554
Curio Wealth
Maryland
$16.5K -$15.9K -27 -96%
PAIM
3555
Punch & Associates Investment Management
Minnesota
$15.7K +$2.36K +4 +17%
1L
3556
10Elms LLP
Oklahoma
$14.6K – – –
BWM
3557
Bullock Wealth Management
Indiana
$14.1K +$14.8K +25 New
AW
3558
Affinity Wealth
Ohio
$14K – – –
GI
3559
GS Investments
Minnesota
$13.5K -$5.32K -9 -27%
DFC
3560
DB Fitzpatrick & Co
Idaho
$13.5K – – –
W
3561
WealthCollab
Washington
$13.5K – – –
BGWM
3562
Bridge Generations Wealth Management
Florida
$12.4K – – –
LAMC
3563
Longview Asset Management (California)
California
$12.4K – – –
API
3564
Asset Planning Inc
California
$12.2K – – –
SIP
3565
Sellwood Investment Partners
Oregon
$11.8K -$19.5K -33 -61%
RP
3566
Rice Partnership
Hawaii
$11.2K -$116K -196 -91%
NL
3567
NVWM LLC
Pennsylvania
$10.7K – – –
RCM
3568
Ravenstone Capital Management
$10.1K +$10.6K +18 New
LCM
3569
Logan Capital Management
Pennsylvania
$9.55K +$2.95K +5 +42%
GCM
3570
Gables Capital Management
Florida
$8.99K – – –
WPWM
3571
Western Pacific Wealth Management
Illinois
$7.49K – – –
MCA
3572
Maryland Capital Advisors
Maryland
$6.18K – – –
WAS
3573
Winch Advisory Services
Wisconsin
$6.18K +$1.77K +3 +38%
VFM
3574
Vision Financial Markets
Connecticut
$5.64K +$5.91K +10 New
GAG
3575
Goodman Advisory Group
Massachusetts
$3.93K +$4.13K +7 New
141 142
143
144 145