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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CC
3676
Citrine Capital
California
$345K +$13.8K +19 +4%
ICCON
3677
Investment Counsel Company of Nevada
Nevada
$345K – – –
HI
3678
Hoey Investments
Pennsylvania
$344K – – –
CCM
3679
Ciovacco Capital Management
Georgia
$344K – – –
WFS
3680
Weitzel Financial Services
Iowa
$343K +$334K +459 New
AWMNH
3681
Arcadia Wealth Management (New Hampshire)
New Hampshire
$342K +$19.7K +27 +6%
IA
3682
IMZ Advisory
Florida
$342K -$212K -291 -39%
PCM
3683
Prospera Capital Management
Arizona
$342K +$330K +453 New
RWS
3684
Rochester Wealth Strategies
Michigan
$341K – – –
IWA
3685
Independent Wealth Advisors
North Carolina
$341K +$728 +1 +0.2%
MAWAG
3686
Mid-American Wealth Advisory Group
Missouri
$340K -$48.8K -67 -13%
BPW
3687
BLVD Private Wealth
Kentucky
$339K -$3.64K -5 -1%
LIP
3688
Lynch Investment Planning
Pennsylvania
$339K +$728 +1 +0.2%
FWSM
3689
First Wilshire Securities Management
California
$338K – – –
WAS
3690
Westco Advisory Services
New York
$338K -$2.19K -3 -0.7%
CWM
3691
Carolina Wealth Management
North Carolina
$338K +$328K +451 New
FA
3692
Financial Alternatives
California
$337K -$49.5K -68 -13%
EG
3693
Ellerson Group
Maryland
$337K – – –
FBC
3694
Fairfield, Bush & Co
Connecticut
$337K – – –
SAFS
3695
S&A Financial Services
Kansas
$336K – – –
EMAM
3696
Encompass More Asset Management
California
$336K – – –
HBT
3697
Hills Bank & Trust
Iowa
$335K +$35K +48 +12%
AIA
3698
Allied Investment Advisors
Montana
$334K +$13.1K +18 +4%
MIM
3699
MTM Investment Management
South Carolina
$334K – – –
SWM
3700
SFG Wealth Management
Maryland
$333K -$85.9K -118 -21%
146 147
148
149 150