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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
3726
Clark Wealth Partners
Illinois
$254K +$2.73K +4 +1%
HAS
3727
Horizon Advisory Services
New York
$253K – – –
PHWM
3728
Pine Harbor Wealth Management
Maryland
$253K – – –
DFG
3729
Dupree Financial Group
Kentucky
$252K +$4.1K +6 +2%
PF
3730
Prosperitas Financial
California
$252K -$683 -1 -0.3%
DWM
3731
Darwin Wealth Management
Florida
$251K -$15.7K -23 -6%
UWP
3732
Uniting Wealth Partners
Kansas
$251K -$140K -205 -35%
NA
3733
Nautilus Advisors
California
$250K +$38.2K +56 +17%
THCM
3734
Taylor Hoffman Capital Management
Virginia
$250K +$261K +382 New
MIM
3735
Merrion Investment Management
New Jersey
$250K – – –
PFA
3736
Professional Financial Advisors
Nebraska
$248K +$14.3K +21 +6%
WAP
3737
Wealth Analytics Partners
California
$247K – – –
MA
3738
McGrath & Associates
North Carolina
$246K +$21.2K +31 +9%
UIM
3739
Unified Investment Management
Georgia
$246K +$257K +376 New
DBIA
3740
Dumont & Blake Investment Advisors
New Jersey
$245K -$7.51K -11 -3%
MDCM
3741
Morgan Dempsey Capital Management
Wisconsin
$245K – – –
BLFG
3742
Brian Low Financial Group
Louisiana
$244K -$66.2K -97 -21%
ICP
3743
Ironvine Capital Partners
Nebraska
$244K – – –
AW
3744
Ankerstar Wealth
Texas
$243K -$25.3K -37 -9%
AA
3745
AJ Advisors
Tennessee
$243K +$683 +1 +0.3%
FMI
3746
Financial Management Inc
Arkansas
$242K -$9.56K -14 -4%
FFIC
3747
First Fiduciary Investment Counsel
Ohio
$242K +$683 +1 +0.3%
WCFP
3748
White & Co Financial Planning
Washington
$242K -$36.9K -54 -13%
CWM
3749
Capital Wealth Management
Rhode Island
$242K +$25.9K +38 +11%
RH
3750
RFG Holdings
Texas
$241K -$7.51K -11 -3%
148 149
150
151 152