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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
AFM
3751
Abbot Financial Management
Massachusetts
$240K – – –
4A
3752
4Wealth Advisors
Illinois
$240K +$683 +1 +0.3%
TA
3753
TKG Advisors
Indiana
$239K -$28.7K -42 -10%
BAG
3754
Bridgewealth Advisory Group
California
$239K +$15.7K +23 +7%
SC
3755
Schiavi & Co
Delaware
$239K +$30.7K +45 +14%
AI
3756
Axecap Investments
Ohio
$238K -$1.05M -1,542 -81%
VNIM
3757
Vaughan Nelson Investment Management
Texas
$238K -$6.83K -10 -3%
RFW
3758
Redwood Family Wealth
Texas
$238K +$2.73K +4 +1%
GWAM
3759
Guardian Wealth Advisors (Minnesota)
Minnesota
$237K -$8.88K -13 -3%
HWMC
3760
Heritage Wealth Management (California)
California
$237K -$49.8K -73 -17%
PA
3761
Prosperity Advisers
Pennsylvania
$237K – – –
RW
3762
Ridgeline Wealth
Arizona
$237K – – –
LG
3763
LaFleur & Godfrey
Michigan
$236K – – –
AFC
3764
AFT Forsyth & Company
Florida
$236K – – –
WCM
3765
Wallace Capital Management
Texas
$235K – – –
HIMC
3766
Heritage Investors Management Corp
Maryland
$235K -$3.41K -5 -1%
EFT
3767
Envision Financial Transparency
North Carolina
$235K +$246K +360 New
IPW
3768
Inlet Private Wealth
Florida
$235K -$19.8K -29 -7%
PFA
3769
Plotkin Financial Advisors
Maryland
$235K – – –
GK
3770
Graney & King
New York
$234K +$683 +1 +0.3%
SWM
3771
Shelton Wealth Management
Texas
$233K – – –
TW
3772
Towerpoint Wealth
California
$233K -$10.9K -16 -4%
LCGC
3773
Legacy Capital Group California
California
$232K +$6.15K +9 +3%
SWM
3774
Sendero Wealth Management
Texas
$232K -$330K -483 -58%
PWA
3775
Portus Wealth Advisors
North Carolina
$232K – – –
149 150
151
152 153