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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
SDH
3551
Sloy Dahl & Holst
Washington
$338K +$4.78K +7 +1%
ACM
3552
Alpha Capital Management
Texas
$337K +$70.3K +103 +25%
TWM
3553
TriaGen Wealth Management
California
$336K – – –
ACA
3554
AllStreet Capital Advisors
California
$336K +$9.56K +14 +3%
PRRFG
3555
Paul R. Ried Financial Group
Washington
$336K – – –
DW30
3556
Drucker Wealth 3.0
New Jersey
$336K +$6.15K +9 +2%
AIS
3557
Accredited Investor Services
Minnesota
$336K +$60.1K +88 +21%
BZWA
3558
Blue Zone Wealth Advisors
California
$335K -$420K -615 -55%
EFN
3559
Equita Financial Network
Pennsylvania
$334K -$145K -213 -29%
CWM
3560
Cooke Wealth Management
California
$334K +$13K +19 +4%
CWM
3561
Concentrum Wealth Management
California
$334K +$116K +170 +50%
EAN
3562
Excelsior Advisor Network
Colorado
$333K -$33.5K -49 -9%
HHWM
3563
Hiley Hunt Wealth Management
Nebraska
$332K -$56.7K -83 -14%
FFG
3564
Forum Finance Group
$331K +$427K +626 New
SAP
3565
Strategic Advisory Partners
North Carolina
$331K -$56K -82 -14%
SCM
3566
Stonehearth Capital Management
Massachusetts
$330K – – –
LIM
3567
Letson Investment Management
Georgia
$330K – – –
RSS
3568
Rosenblum Silverman Sutton
California
$330K – – –
GWM
3569
Greenline Wealth Management
Florida
$329K – – –
KRW
3570
Kaufman Rossin Wealth
Florida
$329K – – –
BSAM
3571
Blue Square Asset Management
New York
$329K +$105K +154 +44%
CGF
3572
Constant Guidance Financial
Massachusetts
$329K +$343K +503 New
AIM
3573
Anchor Investment Management
South Carolina
$328K +$683 +1 +0.2%
PAM
3574
Prodigy Asset Management
Nebraska
$328K – – –
SC
3575
Schulhoff & Co
Ohio
$328K – – –
141 142
143
144 145