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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
ZCP
3701
Z3 Capital Partners
Virginia
$276K +$274K +403 New
SWP
3702
ShoreHaven Wealth Partners
New Jersey
$276K -$5.43K -8 -2%
VBFP
3703
Valtinson Bruner Financial Planning
Minnesota
$276K +$1.36K +2 +0.5%
W
3704
WorthPointe
California
$275K -$221K -325 -45%
AMIM
3705
Aull & Monroe Investment Management
Alabama
$274K – – –
OPOWM
3706
One Plus One Wealth Management
Florida
$274K – – –
EC
3707
Eaton-Cambridge
Arizona
$273K -$6.11K -9 -2%
PWM
3708
Provident Wealth Management
Tennessee
$273K – – –
UFPG
3709
United Financial Planning Group
New York
$272K -$103K -152 -28%
RCA
3710
Riverview Capital Advisers
Massachusetts
$271K – – –
RSWA
3711
Robinson Smith Wealth Advisors
Maine
$271K -$7.47K -11 -3%
AWC
3712
Adamsbrown Wealth Consultants
Kansas
$271K -$3.4K -5 -1%
EA
3713
Echo45 Advisors
California
$271K – – –
SFG
3714
Seamount Financial Group
Colorado
$270K +$679 +1 +0.3%
PA
3715
Probity Advisors
Texas
$268K -$34K -50 -11%
SCM
3716
Stordahl Capital Management
Colorado
$268K – – –
GTWM
3717
Global Trust Wealth Management
Florida
$268K +$266K +391 New
FH
3718
Financial Harvest
Florida
$268K -$14.9K -22 -5%
CWA
3719
Centerline Wealth Advisors
Kentucky
$267K +$265K +390 New
PD
3720
Planning Directions
Pennsylvania
$267K -$115K -169 -30%
IPW
3721
Inlet Private Wealth
Florida
$266K -$3.4K -5 -1%
HAS
3722
Horizon Advisory Services
New York
$266K – – –
PF
3723
Prosperitas Financial
California
$265K +$8.15K +12 +3%
TWM
3724
Thryve Wealth Management
Texas
$265K +$263K +387 New
6F
3725
626 Financial
Michigan
$265K – – –
147 148
149
150 151