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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
3601
Jupiter Wealth Management
Colorado
$374K +$364K +500 New
MIFH
3602
Migdal Insurance & Financial Holdings
Israel
$374K – – –
MCM
3603
McDonough Capital Management
Florida
$374K -$2.19K -3 -0.6%
FSA
3604
Financial Sense Advisors
California
$373K +$71.4K +98 +25%
HIW
3605
Holos Integrated Wealth
Pennsylvania
$373K -$69.2K -95 -16%
S
3606
Steadtrust
Texas
$373K +$363K +498 New
CW
3607
Channel Wealth
California
$371K -$21.1K -29 -6%
TA
3608
Tactive Advisors
Florida
$368K -$93.9K -129 -21%
WWA
3609
Wisconsin Wealth Advisors
Wisconsin
$366K – – –
ACM
3610
Andina Capital Management
Utah
$365K -$118K -162 -25%
ONSWM
3611
Old North State Wealth Management
North Carolina
$365K -$66.3K -91 -16%
SSA
3612
Sierra Summit Advisors
Nevada
$364K +$354K +486 New
GWM
3613
Greenline Wealth Management
Florida
$363K -$14.6K -20 -4%
AGC
3614
August Group Capital
$362K -$133K -182 -27%
EFN
3615
Equita Financial Network
Pennsylvania
$362K -$20.4K -28 -5%
ECML
3616
Eagle Capital Management (Louisiana)
Louisiana
$362K -$39.3K -54 -10%
3FI
3617
3 Factor Indexing
California
$361K – – –
VIPI
3618
Vista Investment Partners II
Indiana
$361K – – –
ZAM
3619
Zevin Asset Management
Massachusetts
$361K – – –
SF
3620
Steffes Financial
Kansas
$361K +$351K +482 New
FF
3621
Finley Financial
Nevada
$359K -$200K -275 -36%
CWA
3622
Centerline Wealth Advisors
Kentucky
$359K +$31.3K +43 +10%
WC
3623
Whitney & Co
New York
$358K +$28.4K +39 +9%
CIG
3624
Cairn Investment Group
Washington
$356K – – –
AWC
3625
Adamsbrown Wealth Consultants
Kansas
$356K -$16.7K -23 -5%
143 144
145
146 147