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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CLA
3651
Carnegie Lake Advisors
New Jersey
$285K -$4.1K -6 -1%
AWS
3652
Alliance Wealth Strategies
Virginia
$285K +$683 +1 +0.2%
ZWA
3653
Zinnia Wealth Advisory
Florida
$284K -$16.4K -24 -5%
BCM
3654
Bienville Capital Management
New York
$283K +$296K +434 New
SFC
3655
Swisher Financial Concepts
Ohio
$283K +$296K +433 New
PSP
3656
Pacific Sage Partners
Washington
$283K – – –
TNAM
3657
Terra Nova Asset Management
New York
$282K -$14.3K -21 -5%
RCA
3658
Ranch Capital Advisors
Florida
$282K -$28.7K -42 -9%
AIM
3659
Alhambra Investment Management
Florida
$281K -$113K -165 -28%
AWMNH
3660
Arcadia Wealth Management (New Hampshire)
New Hampshire
$281K -$11.6K -17 -4%
CIA
3661
Cascade Investment Advisors
Oregon
$280K – – –
MM
3662
Main Management
California
$280K – – –
AIA
3663
Allied Investment Advisors
Montana
$280K -$36.9K -54 -11%
EC
3664
Eaton-Cambridge
Arizona
$280K +$19.8K +29 +7%
M
3665
MYeCFO
California
$279K – – –
EFMC
3666
Empire Financial Management Company
New York
$279K – – –
PG
3667
Proffitt & Goodson
Tennessee
$278K +$240K +351 +468%
SGC
3668
Slocum, Gordon & Co
Rhode Island
$278K -$33.5K -49 -10%
SWM
3669
Schwallier Wealth Management
Michigan
$278K +$11.6K +17 +4%
UFPG
3670
United Financial Planning Group
New York
$277K +$19.8K +29 +7%
VBFP
3671
Valtinson Bruner Financial Planning
Minnesota
$276K +$13K +19 +5%
BWM
3672
Bernard Wealth Management
Michigan
$275K -$16.4K -24 -5%
CWM
3673
CarsonAllaria Wealth Management
Illinois
$275K +$683 +1 +0.2%
PWM
3674
Peak Wealth Management
New Hampshire
$275K – – –
TPW
3675
Tiller Private Wealth
Pennsylvania
$274K +$61.5K +90 +27%
145 146
147
148 149