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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
3651
Bernard Wealth Management
Michigan
$305K – – –
SSA
3652
SSA Swiss Advisors
$305K – – –
EWA
3653
Eagle Wealth Advisors
Connecticut
$304K +$302K +444 New
CC
3654
Citrine Capital
California
$303K – – –
MHR
3655
Matthew Hamilton Rosenberg
$303K – – –
CLA
3656
Carnegie Lake Advisors
New Jersey
$303K – – –
SFG
3657
SevenBridge Financial Group
Pennsylvania
$301K -$6.11K -9 -2%
TCTWM
3658
Three Cord True Wealth Management
Pennsylvania
$301K +$9.51K +14 +3%
CIM
3659
Catalyst Investment Management
New Hampshire
$299K +$297K +437 New
SIA
3660
Serenity Investment Advisors
Illinois
$299K +$293K +431 New
HWMC
3661
Heritage Wealth Management (California)
California
$299K – – –
SA
3662
Sicart Associates
New York
$299K – – –
AWS
3663
Alliance Wealth Strategies
Virginia
$298K +$295K +435 New
SRL
3664
Scientech Research LLC
New Jersey
$298K +$295K +435 New
PSP
3665
Pacific Sage Partners
Washington
$297K – – –
DWA
3666
Delos Wealth Advisors
Texas
$296K -$31.2K -46 -10%
S
3667
Sunpointe
Missouri
$296K – – –
FFL
3668
Financial Freedom LLC
Ohio
$295K +$143K +210 +95%
BGCP
3669
Bristol Gate Capital Partners
Ontario, Canada
$294K +$291K +429 New
CIA
3670
Cascade Investment Advisors
Oregon
$294K -$17K -25 -6%
GCWM
3671
Graham Capital Wealth Management
District of Columbia
$293K – – –
CF
3672
Calder Financial
Pennsylvania
$293K +$291K +428 New
MM
3673
Main Management
California
$293K +$40.7K +60 +16%
M
3674
MYeCFO
California
$293K – – –
EFMC
3675
Empire Financial Management Company
New York
$292K – – –
145 146
147
148 149