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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
3701
ShoreHaven Wealth Partners
New Jersey
$264K +$1.37K +2 +0.5%
MFG
3702
Midwest Financial Group
Kansas
$263K – – –
ZCP
3703
Z3 Capital Partners
Virginia
$263K – – –
GCWM
3704
Graham Capital Wealth Management
District of Columbia
$263K -$17.8K -26 -6%
LAS
3705
Lloyd Advisory Services
Georgia
$262K -$742K -1,087 -73%
KFG
3706
Kingdom Financial Group
Arizona
$262K +$141K +207 +107%
FSA
3707
Financial Sense Advisors
California
$261K -$6.15K -9 -2%
AMIM
3708
Aull & Monroe Investment Management
Alabama
$261K – – –
HBT
3709
Hills Bank & Trust
Iowa
$261K -$514K -753 -65%
PWM
3710
Provident Wealth Management
Tennessee
$261K – – –
RCA
3711
Riverview Capital Advisers
Massachusetts
$259K +$683 +1 +0.3%
CF
3712
Calder Financial
Pennsylvania
$259K -$23.2K -34 -8%
RSWA
3713
Robinson Smith Wealth Advisors
Maine
$258K – – –
EA
3714
Echo45 Advisors
California
$258K – – –
HCWM
3715
Hidden Cove Wealth Management
Washington
$258K +$5.46K +8 +2%
SFG
3716
Seamount Financial Group
Colorado
$258K +$683 +1 +0.3%
BCP
3717
Blue Chip Partners
Michigan
$256K +$13K +19 +5%
MF
3718
Manchester Financial
California
$256K +$5.46K +8 +2%
RI
3719
RWWM Inc
California
$256K -$17.8K -26 -6%
SCM
3720
Stordahl Capital Management
Colorado
$256K – – –
GTWM
3721
Global Trust Wealth Management
Florida
$255K – – –
FWM
3722
ForthRight Wealth Management
Georgia
$255K +$3.41K +5 +1%
FF
3723
Farnam Financial
Arizona
$255K +$24.6K +36 +10%
EW
3724
Expressive Wealth
Illinois
$254K +$8.19K +12 +4%
CWMGO
3725
Capstone Wealth Management Group (Oregon)
Oregon
$254K +$10.9K +16 +4%
147 148
149
150 151