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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
PHWM
3751
Pine Harbor Wealth Management
Maryland
$290K – – –
HP
3752
Haven Private
Florida
$289K +$281K +386 New
DWM
3753
Darwin Wealth Management
Florida
$289K +$728 +1 +0.3%
DFG
3754
Dupree Financial Group
Kentucky
$289K -$728 -1 -0.3%
MIM
3755
Merrion Investment Management
New Jersey
$286K – – –
AW
3756
Ankerstar Wealth
Texas
$286K +$7.28K +10 +3%
WAP
3757
Wealth Analytics Partners
California
$285K – – –
RI
3758
RWWM Inc
California
$285K -$8.01K -11 -3%
PFA
3759
Professional Financial Advisors
Nebraska
$284K +$728 +1 +0.3%
TWA
3760
Tulsa Wealth Advisors
Oklahoma
$284K +$26.9K +37 +11%
AWA
3761
Alaska Wealth Advisors
Alaska
$284K -$87.4K -120 -24%
THCM
3762
Taylor Hoffman Capital Management
Virginia
$284K -$2.19K -3 -0.8%
KWM
3763
KRM Wealth Management
Nevada
$284K +$43.7K +60 +19%
GFG
3764
Grantvest Financial Group
New Jersey
$283K +$276K +379 New
RH
3765
RFG Holdings
Texas
$283K +$6.55K +9 +2%
SWTS
3766
Stonehaven Wealth & Tax Solutions
Wisconsin
$282K +$275K +377 New
CRFG
3767
Columbia River Financial Group
Washington
$282K -$26.9K -37 -9%
4A
3768
4Wealth Advisors
Illinois
$282K – – –
MDCM
3769
Morgan Dempsey Capital Management
Wisconsin
$281K – – –
GWAM
3770
Guardian Wealth Advisors (Minnesota)
Minnesota
$279K +$6.55K +9 +2%
PD
3771
Planning Directions
Pennsylvania
$278K +$271K +372 New
UWP
3772
Uniting Wealth Partners
Kansas
$277K -$10.2K -14 -4%
CWM
3773
Capital Wealth Management
Rhode Island
$277K – – –
WCFP
3774
White & Co Financial Planning
Washington
$277K – – –
RFW
3775
Redwood Family Wealth
Texas
$277K +$3.64K +5 +1%
149 150
151
152 153