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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
WFS
3651
Weitzel Financial Services
Iowa
$343K +$334K +459 New
AWMNH
3652
Arcadia Wealth Management (New Hampshire)
New Hampshire
$342K +$19.7K +27 +6%
IA
3653
IMZ Advisory
Florida
$342K -$212K -291 -39%
PCM
3654
Prospera Capital Management
Arizona
$342K +$330K +453 New
RWS
3655
Rochester Wealth Strategies
Michigan
$341K – – –
IWA
3656
Independent Wealth Advisors
North Carolina
$341K +$728 +1 +0.2%
MAWAG
3657
Mid-American Wealth Advisory Group
Missouri
$340K -$48.8K -67 -13%
BPW
3658
BLVD Private Wealth
Kentucky
$339K -$3.64K -5 -1%
LIP
3659
Lynch Investment Planning
Pennsylvania
$339K +$728 +1 +0.2%
FWSM
3660
First Wilshire Securities Management
California
$338K – – –
WAS
3661
Westco Advisory Services
New York
$338K -$2.19K -3 -0.7%
CWM
3662
Carolina Wealth Management
North Carolina
$338K +$328K +451 New
FA
3663
Financial Alternatives
California
$337K -$49.5K -68 -13%
EG
3664
Ellerson Group
Maryland
$337K – – –
FBC
3665
Fairfield, Bush & Co
Connecticut
$337K – – –
SAFS
3666
S&A Financial Services
Kansas
$336K – – –
EMAM
3667
Encompass More Asset Management
California
$336K – – –
HBT
3668
Hills Bank & Trust
Iowa
$335K +$35K +48 +12%
AIA
3669
Allied Investment Advisors
Montana
$334K +$13.1K +18 +4%
MIM
3670
MTM Investment Management
South Carolina
$334K – – –
SWM
3671
SFG Wealth Management
Maryland
$333K -$85.9K -118 -21%
AIS
3672
Accredited Investor Services
Minnesota
$333K -$50.2K -69 -13%
NAMM
3673
NorthStar Asset Management (Massachusetts)
Massachusetts
$333K -$29.1K -40 -8%
SFC
3674
Swisher Financial Concepts
Ohio
$332K +$7.28K +10 +2%
MHR
3675
Matthew Hamilton Rosenberg
$331K – – –
145 146
147
148 149