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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
HAS
3776
Horizon Advisory Services
New York
$292K +$1.46K +2 +0.5%
CL
3777
CPWA LLC
Oregon
$291K +$728 +1 +0.3%
EAP
3778
Elevation Advisory Partners
Florida
$291K -$240K -329 -46%
EWM
3779
Endowment Wealth Management
Wisconsin
$291K +$283K +388 New
PHWM
3780
Pine Harbor Wealth Management
Maryland
$290K – – –
HP
3781
Haven Private
Florida
$289K +$281K +386 New
DWM
3782
Darwin Wealth Management
Florida
$289K +$728 +1 +0.3%
DFG
3783
Dupree Financial Group
Kentucky
$289K -$728 -1 -0.3%
MIM
3784
Merrion Investment Management
New Jersey
$286K – – –
AW
3785
Ankerstar Wealth
Texas
$286K +$7.28K +10 +3%
WAP
3786
Wealth Analytics Partners
California
$285K – – –
RI
3787
RWWM Inc
California
$285K -$8.01K -11 -3%
PFA
3788
Professional Financial Advisors
Nebraska
$284K +$728 +1 +0.3%
TWA
3789
Tulsa Wealth Advisors
Oklahoma
$284K +$26.9K +37 +11%
AWA
3790
Alaska Wealth Advisors
Alaska
$284K -$87.4K -120 -24%
THCM
3791
Taylor Hoffman Capital Management
Virginia
$284K -$2.19K -3 -0.8%
KWM
3792
KRM Wealth Management
Nevada
$284K +$43.7K +60 +19%
GFG
3793
Grantvest Financial Group
New Jersey
$283K +$276K +379 New
RH
3794
RFG Holdings
Texas
$283K +$6.55K +9 +2%
SWTS
3795
Stonehaven Wealth & Tax Solutions
Wisconsin
$282K +$275K +377 New
CRFG
3796
Columbia River Financial Group
Washington
$282K -$26.9K -37 -9%
4A
3797
4Wealth Advisors
Illinois
$282K – – –
MDCM
3798
Morgan Dempsey Capital Management
Wisconsin
$281K – – –
GWAM
3799
Guardian Wealth Advisors (Minnesota)
Minnesota
$279K +$6.55K +9 +2%
PD
3800
Planning Directions
Pennsylvania
$278K +$271K +372 New
150 151
152
153 154