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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CWMGO
3551
Capstone Wealth Management Group (Oregon)
Oregon
$209K +$201K +312 New
WFM
3552
Wolff Financial Management
Michigan
$209K +$201K +312 New
SC
3553
Stephens Consulting
Michigan
$207K -$834K -1,295 -81%
MTWM
3554
Masso Torrence Wealth Management
New Jersey
$207K +$199K +309 New
PPW
3555
Presilium Private Wealth
Pennsylvania
$206K +$198K +308 New
OWM
3556
OneAscent Wealth Management
Alabama
$206K +$198K +308 New
QHA
3557
Quarry Hill Advisors
Minnesota
$206K +$198K +308 New
CC
3558
Capstone Capital
Nevada
$205K +$198K +307 New
BCG
3559
Bravias Capital Group
New Jersey
$205K -$102K -158 -34%
AFG
3560
Albion Financial Group
Utah
$204K +$187K +290 +1,933%
ATI
3561
ARK & TLK Investments
Oklahoma
$203K +$196K +304 New
MCM
3562
MontVue Capital Management
Virginia
$203K +$196K +304 New
CWM
3563
Cherrydale Wealth Management
New Jersey
$203K +$196K +304 New
PA
3564
Prism Advisors
California
$202K +$195K +302 New
HFM
3565
Hartford Funds Management
Pennsylvania
$202K -$119K -184 -38%
PCMN
3566
Paradigm Capital Management (Nevada)
Nevada
$202K -$28.3K -44 -13%
RF
3567
rebel Financial
Ohio
$201K -$209K -325 Closed
BFAG
3568
Blackston Financial Advisory Group
Florida
$201K +$194K +301 New
EPW
3569
Evergreen Private Wealth
Colorado
$201K – – –
AWM
3570
Aberdeen Wealth Management
Illinois
$201K – – –
PIA
3571
Powell Investment Advisors
Florida
$199K -$39.3K -61 -17%
AWM
3572
AllSquare Wealth Management
New York
$199K – – –
ACM
3573
Anfield Capital Management
California
$195K – – –
CAM
3574
Clarity Asset Management
Iowa
$192K -$126K -195 -40%
BAM
3575
Bellevue Asset Management
Washington
$191K -$3.22K -5 -2%
141 142
143
144 145