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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
LG
3776
LaFleur & Godfrey
Michigan
$236K – – –
AFC
3777
AFT Forsyth & Company
Florida
$236K – – –
WCM
3778
Wallace Capital Management
Texas
$235K – – –
HIMC
3779
Heritage Investors Management Corp
Maryland
$235K -$3.41K -5 -1%
EFT
3780
Envision Financial Transparency
North Carolina
$235K +$246K +360 New
IPW
3781
Inlet Private Wealth
Florida
$235K -$19.8K -29 -7%
PFA
3782
Plotkin Financial Advisors
Maryland
$235K – – –
GK
3783
Graney & King
New York
$234K +$683 +1 +0.3%
SWM
3784
Shelton Wealth Management
Texas
$233K – – –
TW
3785
Towerpoint Wealth
California
$233K -$10.9K -16 -4%
LCGC
3786
Legacy Capital Group California
California
$232K +$6.15K +9 +3%
SWM
3787
Sendero Wealth Management
Texas
$232K -$330K -483 -58%
PWA
3788
Portus Wealth Advisors
North Carolina
$232K – – –
BRIA
3789
Balanced Rock Investment Advisors
Massachusetts
$231K +$242K +354 New
OC
3790
Opinicus Capital
Florida
$231K -$6.15K -9 -2%
IA
3791
IF Advisors
Texas
$231K – – –
RA
3792
Rise Advisors
New York
$230K +$32.8K +48 +16%
WFP
3793
Welch Financial Planning
Colorado
$229K +$240K +351 New
WA
3794
Wealthstar Advisors
Texas
$229K – – –
BCM
3795
Bannerstone Capital Management
Minnesota
$229K -$23.9K -35 -9%
BWM
3796
Baron Wealth Management
Michigan
$228K -$731K -1,070 -75%
DWG
3797
Darden Wealth Group
Michigan
$228K – – –
PF
3798
Phoenix Financial
Israel
$228K – – –
TCM
3799
Tassel Capital Management
North Carolina
$227K +$237K +347 New
NWM
3800
Nova Wealth Management
Florida
$226K +$13.7K +20 +6%
150 151
152
153 154