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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
HCWM
3726
Hidden Cove Wealth Management
Washington
$265K – – –
PHWM
3727
Pine Harbor Wealth Management
Maryland
$265K +$263K +387 New
DBIA
3728
Dumont & Blake Investment Advisors
New Jersey
$265K +$679 +1 +0.3%
PWM
3729
Partners Wealth Management
California
$265K -$3.4K -5 -1%
FWM
3730
ForthRight Wealth Management
Georgia
$264K -$20.4K -30 -7%
BCM
3731
Bannerstone Capital Management
Minnesota
$264K +$261K +385 New
AMG
3732
Advisors Management Group
Wisconsin
$264K – – –
CWP
3733
Clark Wealth Partners
Illinois
$264K – – –
FMI
3734
Financial Management Inc
Arkansas
$263K +$261K +385 New
MF
3735
Manchester Financial
California
$263K -$34.6K -51 -12%
TWM
3736
Tortuga Wealth Management
California
$262K +$259K +382 New
MIM
3737
Merrion Investment Management
New Jersey
$262K – – –
DFG
3738
Dupree Financial Group
Kentucky
$260K +$8.15K +12 +3%
RH
3739
RFG Holdings
Texas
$260K -$10.9K -16 -4%
DI
3740
Disciplined Investors
Texas
$260K +$258K +380 New
TDC
3741
Thompson Davis & Co
Virginia
$260K +$679 +1 +0.3%
ACM
3742
Altrius Capital Management
North Carolina
$259K – – –
WAP
3743
Wealth Analytics Partners
California
$259K +$257K +378 New
4A
3744
4Wealth Advisors
Illinois
$259K – – –
M1FG
3745
Mach-1 Financial Group
Arkansas
$258K -$9.57M -14,093 -97%
GWAM
3746
Guardian Wealth Advisors (Minnesota)
Minnesota
$258K -$108K -159 -30%
SA
3747
Strategic Advocates
Utah
$257K +$25.1K +37 +11%
UAS
3748
United Asset Strategies
New York
$257K +$23.1K +34 +10%
MDCM
3749
Morgan Dempsey Capital Management
Wisconsin
$257K – – –
VNIM
3750
Vaughan Nelson Investment Management
Texas
$257K – – –
148 149
150
151 152