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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
WAP
3751
Wealth Analytics Partners
California
$259K +$257K +378 New
4A
3752
4Wealth Advisors
Illinois
$259K – – –
M1FG
3753
Mach-1 Financial Group
Arkansas
$258K -$9.57M -14,093 -97%
GWAM
3754
Guardian Wealth Advisors (Minnesota)
Minnesota
$258K -$108K -159 -30%
SA
3755
Strategic Advocates
Utah
$257K +$25.1K +37 +11%
UAS
3756
United Asset Strategies
New York
$257K +$23.1K +34 +10%
MDCM
3757
Morgan Dempsey Capital Management
Wisconsin
$257K – – –
VNIM
3758
Vaughan Nelson Investment Management
Texas
$257K – – –
ICP
3759
Ironvine Capital Partners
Nebraska
$256K +$4.07K +6 +2%
BCP
3760
Blue Chip Partners
Michigan
$256K +$31.2K +46 +14%
CWMGO
3761
Capstone Wealth Management Group (Oregon)
Oregon
$256K +$41.4K +61 +20%
TW
3762
Towerpoint Wealth
California
$255K +$30.6K +45 +14%
AA
3763
AJ Advisors
Tennessee
$254K +$1.36K +2 +0.5%
SPWM
3764
Smith Partners Wealth Management
North Carolina
$253K +$251K +370 New
FFIC
3765
First Fiduciary Investment Counsel
Ohio
$253K -$1.36K -2 -0.5%
AFM
3766
Abbot Financial Management
Massachusetts
$252K – – –
HIMC
3767
Heritage Investors Management Corp
Maryland
$250K -$26.5K -39 -10%
WCM
3768
Westend Capital Management
California
$249K – – –
PA
3769
Prosperity Advisers
Pennsylvania
$249K +$246K +363 New
RW
3770
Ridgeline Wealth
Arizona
$248K – – –
OC
3771
Opinicus Capital
Florida
$248K – – –
LWM
3772
Luminvest Wealth Management
Arizona
$248K – – –
LG
3773
LaFleur & Godfrey
Michigan
$248K – – –
AFC
3774
AFT Forsyth & Company
Florida
$247K +$1.36K +2 +0.6%
WCM
3775
Wallace Capital Management
Texas
$247K -$5.43K -8 -2%
149 150
151
152 153