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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
3651
SevenBridge Financial Group
Pennsylvania
$301K -$6.11K -9 -2%
TCTWM
3652
Three Cord True Wealth Management
Pennsylvania
$301K +$9.51K +14 +3%
CIM
3653
Catalyst Investment Management
New Hampshire
$299K +$297K +437 New
SIA
3654
Serenity Investment Advisors
Illinois
$299K +$293K +431 New
HWMC
3655
Heritage Wealth Management (California)
California
$299K – – –
SA
3656
Sicart Associates
New York
$299K – – –
AWS
3657
Alliance Wealth Strategies
Virginia
$298K +$295K +435 New
SRL
3658
Scientech Research LLC
New Jersey
$298K +$295K +435 New
PSP
3659
Pacific Sage Partners
Washington
$297K – – –
DWA
3660
Delos Wealth Advisors
Texas
$296K -$31.2K -46 -10%
S
3661
Sunpointe
Missouri
$296K – – –
FFL
3662
Financial Freedom LLC
Ohio
$295K +$143K +210 +95%
BGCP
3663
Bristol Gate Capital Partners
Ontario, Canada
$294K +$291K +429 New
CIA
3664
Cascade Investment Advisors
Oregon
$294K -$17K -25 -6%
GCWM
3665
Graham Capital Wealth Management
District of Columbia
$293K – – –
CF
3666
Calder Financial
Pennsylvania
$293K +$291K +428 New
MM
3667
Main Management
California
$293K +$40.7K +60 +16%
M
3668
MYeCFO
California
$293K – – –
EFMC
3669
Empire Financial Management Company
New York
$292K – – –
LWP
3670
LFG Wealth Partners
Kentucky
$292K +$290K +427 New
FCFC
3671
First Citizens Financial Corp
Iowa
$292K -$2.72K -4 -0.9%
AIS
3672
Accredited Investor Services
Minnesota
$292K – – –
NWWA
3673
New Wave Wealth Advisors
Arkansas
$291K +$289K +425 New
WCFP
3674
White & Co Financial Planning
Washington
$290K – – –
B
3675
Bellecapital
Switzerland
$288K – – –
145 146
147
148 149