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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
HHWM
3576
Hiley Hunt Wealth Management
Nebraska
$381K – – –
CGF
3577
Constant Guidance Financial
Massachusetts
$381K +$4.37K +6 +1%
KRW
3578
Kaufman Rossin Wealth
Florida
$381K – – –
AWA
3579
A4 Wealth Advisors
North Carolina
$380K +$42.2K +58 +13%
PEA
3580
Park Edge Advisors
Ohio
$380K -$72.1K -99 -16%
SIAP
3581
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$379K -$454K -623 -55%
AFS
3582
AFG Fiduciary Services
Massachusetts
$379K -$56.8K -78 -13%
CPC
3583
Consolidated Planning Corp
Georgia
$378K +$12.4K +17 +3%
VW
3584
Veridan Wealth
Oregon
$378K -$56.1K -77 -13%
PFP
3585
Paragon Financial Partners
California
$378K +$367K +504 New
CWM
3586
Cooke Wealth Management
California
$377K -$6.55K -9 -2%
BW
3587
Basepoint Wealth
Iowa
$376K +$7.28K +10 +2%
SAP
3588
Strategic Advisory Partners
North Carolina
$376K -$2.91K -4 -0.8%
PAM
3589
Prodigy Asset Management
Nebraska
$376K – – –
SC
3590
Schulhoff & Co
Ohio
$376K – – –
IWM
3591
Iams Wealth Management
Nebraska
$376K +$5.83K +8 +2%
OLA
3592
Oliver Luxxe Assets
New Jersey
$376K – – –
SCM
3593
Stonehearth Capital Management
Massachusetts
$375K -$3.64K -5 -1%
OPTFSNA
3594
Old Point Trust & Financial Services N A
Virginia
$375K +$62.6K +86 +21%
WAG
3595
Wiser Advisor Group
Arizona
$374K +$728 +1 +0.2%
GWM
3596
Graybill Wealth Management
Illinois
$374K -$36.4K -50 -9%
LKIM
3597
Lawson Kroeker Investment Management
Nebraska
$374K – – –
WPW
3598
Warther Private Wealth
Ohio
$374K – – –
BCM
3599
Bayesian Capital Management
New York
$374K +$364K +500 New
EMB
3600
Elefante Mark B
$374K +$364K +500 New
142 143
144
145 146