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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
FH
3726
Financial Harvest
Florida
$268K -$14.9K -22 -5%
CWA
3727
Centerline Wealth Advisors
Kentucky
$267K +$265K +390 New
PD
3728
Planning Directions
Pennsylvania
$267K -$115K -169 -30%
IPW
3729
Inlet Private Wealth
Florida
$266K -$3.4K -5 -1%
HAS
3730
Horizon Advisory Services
New York
$266K – – –
PF
3731
Prosperitas Financial
California
$265K +$8.15K +12 +3%
TWM
3732
Thryve Wealth Management
Texas
$265K +$263K +387 New
6F
3733
626 Financial
Michigan
$265K – – –
HCWM
3734
Hidden Cove Wealth Management
Washington
$265K – – –
PHWM
3735
Pine Harbor Wealth Management
Maryland
$265K +$263K +387 New
DBIA
3736
Dumont & Blake Investment Advisors
New Jersey
$265K +$679 +1 +0.3%
PWM
3737
Partners Wealth Management
California
$265K -$3.4K -5 -1%
FWM
3738
ForthRight Wealth Management
Georgia
$264K -$20.4K -30 -7%
BCM
3739
Bannerstone Capital Management
Minnesota
$264K +$261K +385 New
AMG
3740
Advisors Management Group
Wisconsin
$264K – – –
CWP
3741
Clark Wealth Partners
Illinois
$264K – – –
FMI
3742
Financial Management Inc
Arkansas
$263K +$261K +385 New
MF
3743
Manchester Financial
California
$263K -$34.6K -51 -12%
TWM
3744
Tortuga Wealth Management
California
$262K +$259K +382 New
MIM
3745
Merrion Investment Management
New Jersey
$262K – – –
DFG
3746
Dupree Financial Group
Kentucky
$260K +$8.15K +12 +3%
RH
3747
RFG Holdings
Texas
$260K -$10.9K -16 -4%
DI
3748
Disciplined Investors
Texas
$260K +$258K +380 New
TDC
3749
Thompson Davis & Co
Virginia
$260K +$679 +1 +0.3%
ACM
3750
Altrius Capital Management
North Carolina
$259K – – –
148 149
150
151 152