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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
ICP
3751
Ironvine Capital Partners
Nebraska
$256K +$4.07K +6 +2%
BCP
3752
Blue Chip Partners
Michigan
$256K +$31.2K +46 +14%
CWMGO
3753
Capstone Wealth Management Group (Oregon)
Oregon
$256K +$41.4K +61 +20%
TW
3754
Towerpoint Wealth
California
$255K +$30.6K +45 +14%
AA
3755
AJ Advisors
Tennessee
$254K +$1.36K +2 +0.5%
SPWM
3756
Smith Partners Wealth Management
North Carolina
$253K +$251K +370 New
FFIC
3757
First Fiduciary Investment Counsel
Ohio
$253K -$1.36K -2 -0.5%
AFM
3758
Abbot Financial Management
Massachusetts
$252K – – –
HIMC
3759
Heritage Investors Management Corp
Maryland
$250K -$26.5K -39 -10%
WCM
3760
Westend Capital Management
California
$249K – – –
PA
3761
Prosperity Advisers
Pennsylvania
$249K +$246K +363 New
RW
3762
Ridgeline Wealth
Arizona
$248K – – –
OC
3763
Opinicus Capital
Florida
$248K – – –
LWM
3764
Luminvest Wealth Management
Arizona
$248K – – –
LG
3765
LaFleur & Godfrey
Michigan
$248K – – –
AFC
3766
AFT Forsyth & Company
Florida
$247K +$1.36K +2 +0.6%
WCM
3767
Wallace Capital Management
Texas
$247K -$5.43K -8 -2%
RFW
3768
Redwood Family Wealth
Texas
$247K +$244K +360 New
AW
3769
Apricus Wealth
South Carolina
$247K -$285K -420 -54%
RFWA
3770
RPg Family Wealth Advisory
Massachusetts
$246K -$122K -179 -33%
PFA
3771
Plotkin Financial Advisors
Maryland
$246K – – –
PFA
3772
Professional Financial Advisors
Nebraska
$245K – – –
GK
3773
Graney & King
New York
$245K -$26.5K -39 -10%
SWM
3774
Shelton Wealth Management
Texas
$245K – – –
UWM
3775
United Wealth Management
Virginia
$244K – – –
149 150
151
152 153