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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
ASBI
3551
American State Bank (Iowa)
Iowa
$360K – – –
PWM
3552
Puff Wealth Management
New Jersey
$360K +$679 +1 +0.2%
BEC
3553
Blue Edge Capital
Virginia
$359K +$25.8K +38 +8%
HNH
3554
Hopwood Nicholas Hunter
$359K +$356K +524 New
GCM
3555
Gunderson Capital Management
South Carolina
$358K +$132K +194 +59%
MAWAG
3556
Mid-American Wealth Advisory Group
Missouri
$357K -$69.3K -102 -16%
BWS
3557
Broadway Wealth Solutions
Texas
$355K – – –
SAM
3558
Synergy Asset Management
Washington
$354K -$604K -890 -63%
VP
3559
Verisail Partners
Georgia
$354K +$86.9K +128 +33%
RF
3560
RHS Financial
California
$353K +$679 +1 +0.2%
BIA
3561
Bell Investment Advisors
California
$353K -$52.3K -77 -13%
TWM
3562
TriaGen Wealth Management
California
$353K – – –
WC
3563
Whitney & Co
New York
$353K +$350K +515 New
FA
3564
Financial Alternatives
California
$352K – – –
PRRFG
3565
Paul R. Ried Financial Group
Washington
$352K +$349K +514 New
BBFA
3566
Brindle & Bay Financial Advisors
Texas
$352K +$348K +513 New
SDH
3567
Sloy Dahl & Holst
Washington
$349K +$2.72K +4 +0.8%
SCM
3568
Stonehearth Capital Management
Massachusetts
$346K – – –
LIM
3569
Letson Investment Management
Georgia
$346K -$53K -78 -13%
RSS
3570
Rosenblum Silverman Sutton
California
$346K -$6.79K -10 -2%
DW30
3571
Drucker Wealth 3.0
New Jersey
$346K -$51.6K -76 -13%
KRW
3572
Kaufman Rossin Wealth
Florida
$345K – – –
SAMC
3573
Spectrum Asset Management (California)
California
$345K +$27.2K +40 +9%
GWM
3574
Greenline Wealth Management
Florida
$345K +$342K +504 New
AIM
3575
Anchor Investment Management
South Carolina
$344K -$679 -1 -0.2%
141 142
143
144 145