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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
3551
Base Wealth Management
Florida
$210K +$202K +314 New
CPA
3552
Court Place Advisors
Maryland
$210K +$202K +314 New
WFA
3553
Websterrogers Financial Advisors
South Carolina
$210K +$202K +313 New
VFS
3554
Valpey Financial Services
New Hampshire
$209K +$202K +313 New
HIIFS
3555
Harel Insurance Investments & Financial Services
Israel
$209K – – –
CWMGO
3556
Capstone Wealth Management Group (Oregon)
Oregon
$209K +$201K +312 New
WFM
3557
Wolff Financial Management
Michigan
$209K +$201K +312 New
SC
3558
Stephens Consulting
Michigan
$207K -$834K -1,295 -81%
MTWM
3559
Masso Torrence Wealth Management
New Jersey
$207K +$199K +309 New
PPW
3560
Presilium Private Wealth
Pennsylvania
$206K +$198K +308 New
OWM
3561
OneAscent Wealth Management
Alabama
$206K +$198K +308 New
QHA
3562
Quarry Hill Advisors
Minnesota
$206K +$198K +308 New
CC
3563
Capstone Capital
Nevada
$205K +$198K +307 New
BCG
3564
Bravias Capital Group
New Jersey
$205K -$102K -158 -34%
AFG
3565
Albion Financial Group
Utah
$204K +$187K +290 +1,933%
ATI
3566
ARK & TLK Investments
Oklahoma
$203K +$196K +304 New
MCM
3567
MontVue Capital Management
Virginia
$203K +$196K +304 New
CWM
3568
Cherrydale Wealth Management
New Jersey
$203K +$196K +304 New
PA
3569
Prism Advisors
California
$202K +$195K +302 New
HFM
3570
Hartford Funds Management
Pennsylvania
$202K -$119K -184 -38%
PCMN
3571
Paradigm Capital Management (Nevada)
Nevada
$202K -$28.3K -44 -13%
RF
3572
rebel Financial
Ohio
$201K -$209K -325 Closed
BFAG
3573
Blackston Financial Advisory Group
Florida
$201K +$194K +301 New
EPW
3574
Evergreen Private Wealth
Colorado
$201K – – –
AWM
3575
Aberdeen Wealth Management
Illinois
$201K – – –
141 142
143
144 145