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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
BAG
3801
Bridgewealth Advisory Group
California
$235K +$10.2K +15 +5%
VAM
3802
Vienna Asset Management
California
$235K +$679 +1 +0.3%
KCM
3803
Key Capital Management
Tennessee
$234K +$232K +342 New
CWM
3804
Concentrum Wealth Management
California
$234K -$4.07K -6 -2%
MIM
3805
Moseley Investment Management
Florida
$234K – – –
BAM
3806
Byrne Asset Management
New Jersey
$232K – – –
SWM
3807
Stark Wealth Management
Pennsylvania
$232K +$230K +338 New
VAG
3808
Vannoy Advisory Group
Texas
$230K – – –
QFPS
3809
Quantum Financial Planning Services
Washington
$230K +$679 +1 +0.3%
CAC
3810
Core Alternative Capital
Georgia
$229K -$44.1K -65 -16%
NWMG
3811
Nicholson Wealth Management Group
South Carolina
$229K – – –
SPAS
3812
Spectrum Planning & Advisory Services
California
$229K -$3.4K -5 -1%
PPWM
3813
Paragon Private Wealth Management
Kentucky
$229K +$7.47K +11 +3%
FS
3814
Ferguson Shapiro
Georgia
$229K – – –
GA
3815
Gordian Advisors
Arizona
$228K – – –
NCM
3816
Northwest Capital Management
Oregon
$228K -$1.66M -2,442 -88%
BTC
3817
Bank & Trust Company
Illinois
$228K +$226K +333 New
EW
3818
Expressive Wealth
Illinois
$228K +$226K +333 New
CWM
3819
Capital Wealth Management
Rhode Island
$227K +$225K +332 New
WC
3820
Wynn Capital
Georgia
$227K – – –
RSVP
3821
Ramsay Stattman Vela & Price
Colorado
$227K -$55.7K -82 -20%
TPW
3822
Tiller Private Wealth
Pennsylvania
$226K -$4.07K -6 -2%
FCG
3823
Financial Connections Group
California
$226K – – –
MGAM
3824
McGowan Group Asset Management
Texas
$225K – – –
CCA
3825
Cooper Capital Advisors
California
$225K – – –
151 152
153
154 155