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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
3626
Ciovacco Capital Management
Georgia
$315K – – –
RPA
3627
Redwood Park Advisors
California
$314K +$1.36K +2 +0.4%
WAS
3628
Westco Advisory Services
New York
$314K +$312K +459 New
BPW
3629
BLVD Private Wealth
Kentucky
$314K +$4.75K +7 +2%
ZWA
3630
Zinnia Wealth Advisory
Florida
$314K +$312K +459 New
MS
3631
Monetary Solutions
Ohio
$312K +$310K +456 New
RWS
3632
Rochester Wealth Strategies
Michigan
$312K – – –
RRWA
3633
Rainey & Randall Wealth Advisors
Florida
$312K +$7.47K +11 +2%
YWM
3634
Yardley Wealth Management
Pennsylvania
$312K -$2.04K -3 -0.7%
AIM
3635
Avity Investment Management
Connecticut
$311K -$302K -445 -49%
CH
3636
Canton Hathaway
Rhode Island
$310K – – –
TNAM
3637
Terra Nova Asset Management
New York
$310K +$1.36K +2 +0.4%
LWM
3638
Level Wealth Management
North Carolina
$310K – – –
FWSM
3639
First Wilshire Securities Management
California
$310K – – –
TWP
3640
Tower Wealth Partners
Pennsylvania
$310K – – –
AG
3641
Advocate Group
Minnesota
$308K – – –
EG
3642
Ellerson Group
Maryland
$308K – – –
FBC
3643
Fairfield, Bush & Co
Connecticut
$308K – – –
TFS
3644
Targeted Financial Services
Florida
$308K +$306K +450 New
BIM
3645
Breakwater Investment Management
Washington
$308K – – –
ICM
3646
Intrepid Capital Management
Florida
$308K -$20.4K -30 -6%
CWM
3647
Cordatus Wealth Management
Pennsylvania
$306K -$679K -1,000 -69%
AWMNH
3648
Arcadia Wealth Management (New Hampshire)
New Hampshire
$306K +$304K +447 New
SJL
3649
Shayne & Jacobs LLC
Tennessee
$305K -$2.72K -4 -0.9%
CWA
3650
CJM Wealth Advisers
Virginia
$305K +$2.04K +3 +0.7%
144 145
146
147 148