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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
UWP
3801
Uniting Wealth Partners
Kansas
$277K -$10.2K -14 -4%
CWM
3802
Capital Wealth Management
Rhode Island
$277K – – –
WCFP
3803
White & Co Financial Planning
Washington
$277K – – –
RFW
3804
Redwood Family Wealth
Texas
$277K +$3.64K +5 +1%
AA
3805
AJ Advisors
Tennessee
$276K -$2.19K -3 -0.8%
RWM
3806
Ruedi Wealth Management
Illinois
$276K +$268K +368 New
AFM
3807
Abbot Financial Management
Massachusetts
$276K – – –
TCM
3808
Tassel Capital Management
North Carolina
$276K +$15.3K +21 +6%
CS
3809
Crescent Sterling
Louisiana
$275K +$31.3K +43 +13%
RWA
3810
Rooted Wealth Advisors
Illinois
$275K -$95.4K -131 -26%
AG
3811
Advocate Group
Minnesota
$275K -$33.5K -46 -11%
MCM
3812
MontVue Capital Management
Virginia
$274K +$267K +366 New
WA
3813
Wealthstar Advisors
Texas
$274K +$10.9K +15 +4%
CAP
3814
Columbia Advisory Partners
Washington
$273K +$27.7K +38 +12%
OPOWM
3815
One Plus One Wealth Management
Florida
$273K -$34.2K -47 -11%
VNIM
3816
Vaughan Nelson Investment Management
Texas
$273K – – –
WMWM
3817
Whitaker-Myers Wealth Managers
Ohio
$273K +$265K +364 New
HWMC
3818
Heritage Wealth Management (California)
California
$272K – – –
PA
3819
Prosperity Advisers
Pennsylvania
$272K – – –
AFC
3820
AFT Forsyth & Company
Florida
$272K +$728 +1 +0.3%
LG
3821
LaFleur & Godfrey
Michigan
$271K – – –
RBCM
3822
Raub Brock Capital Management
California
$271K +$263K +361 New
DBIA
3823
Dumont & Blake Investment Advisors
New Jersey
$270K -$10.9K -15 -4%
WCM
3824
Wallace Capital Management
Texas
$270K – – –
TWP
3825
Tower Wealth Partners
Pennsylvania
$270K +$262K +360 New
151 152
153
154 155