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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
WPW
3626
Warther Private Wealth
Ohio
$374K – – –
BCM
3627
Bayesian Capital Management
New York
$374K +$364K +500 New
EMB
3628
Elefante Mark B
$374K +$364K +500 New
JWM
3629
Jupiter Wealth Management
Colorado
$374K +$364K +500 New
MIFH
3630
Migdal Insurance & Financial Holdings
Israel
$374K – – –
MCM
3631
McDonough Capital Management
Florida
$374K -$2.19K -3 -0.6%
FSA
3632
Financial Sense Advisors
California
$373K +$71.4K +98 +25%
HIW
3633
Holos Integrated Wealth
Pennsylvania
$373K -$69.2K -95 -16%
S
3634
Steadtrust
Texas
$373K +$363K +498 New
AIM
3635
Anchor Investment Management
South Carolina
$373K -$3.64K -5 -1%
CW
3636
Channel Wealth
California
$371K -$21.1K -29 -6%
TA
3637
Tactive Advisors
Florida
$368K -$93.9K -129 -21%
WWA
3638
Wisconsin Wealth Advisors
Wisconsin
$366K – – –
ACM
3639
Andina Capital Management
Utah
$365K -$118K -162 -25%
ONSWM
3640
Old North State Wealth Management
North Carolina
$365K -$66.3K -91 -16%
SSA
3641
Sierra Summit Advisors
Nevada
$364K +$354K +486 New
GWM
3642
Greenline Wealth Management
Florida
$363K -$14.6K -20 -4%
AGC
3643
August Group Capital
$362K -$133K -182 -27%
EFN
3644
Equita Financial Network
Pennsylvania
$362K -$20.4K -28 -5%
ECML
3645
Eagle Capital Management (Louisiana)
Louisiana
$362K -$39.3K -54 -10%
3FI
3646
3 Factor Indexing
California
$361K – – –
VIPI
3647
Vista Investment Partners II
Indiana
$361K – – –
ZAM
3648
Zevin Asset Management
Massachusetts
$361K – – –
SF
3649
Steffes Financial
Kansas
$361K +$351K +482 New
FF
3650
Finley Financial
Nevada
$359K -$200K -275 -36%
144 145
146
147 148