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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
FTA
3801
Financial & Tax Architects
Missouri
$268K +$261K +358 New
PF
3802
Prosperitas Financial
California
$268K -$20.4K -28 -7%
IIM
3803
IFC & Insurance Marketing
California
$267K +$36.4K +50 +16%
LCGC
3804
Legacy Capital Group California
California
$266K – – –
PWM
3805
Penobscot Wealth Management
Maine
$266K +$259K +355 New
PWA
3806
Portus Wealth Advisors
North Carolina
$266K – – –
OC
3807
Opinicus Capital
Florida
$265K +$728 +1 +0.3%
SC
3808
Schiavi & Co
Delaware
$265K -$8.01K -11 -3%
FCG
3809
Fielder Capital Group
Tennessee
$265K +$20.4K +28 +9%
IA
3810
IF Advisors
Texas
$264K – – –
KFG
3811
Kingdom Financial Group
Arizona
$264K -$35.7K -49 -12%
RA
3812
Rise Advisors
New York
$264K +$2.19K +3 +0.9%
SPAS
3813
Spectrum Planning & Advisory Services
California
$264K +$28.4K +39 +12%
WFP
3814
Welch Financial Planning
Colorado
$263K – – –
RS
3815
Retirement Solution
Washington
$263K +$256K +351 New
UAS
3816
United Asset Strategies
New York
$263K +$11.7K +16 +5%
BSAM
3817
Blue Square Asset Management
New York
$262K -$112K -154 -31%
3IP
3818
3Chopt Investment Partners
Virginia
$262K +$255K +350 New
BWM
3819
Baron Wealth Management
Michigan
$262K – – –
DWG
3820
Darden Wealth Group
Michigan
$261K – – –
RW
3821
Ridgeline Wealth
Arizona
$261K -$10.2K -14 -4%
TS
3822
Tamar Securities
California
$259K +$252K +346 New
SWM
3823
Sendero Wealth Management
Texas
$259K -$6.55K -9 -3%
WFS
3824
Widmann Financial Services
Maryland
$259K – – –
BWM
3825
Base Wealth Management
Florida
$259K – – –
151 152
153
154 155