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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
QFPS
3801
Quantum Financial Planning Services
Washington
$230K +$679 +1 +0.3%
CAC
3802
Core Alternative Capital
Georgia
$229K -$44.1K -65 -16%
NWMG
3803
Nicholson Wealth Management Group
South Carolina
$229K – – –
SPAS
3804
Spectrum Planning & Advisory Services
California
$229K -$3.4K -5 -1%
PPWM
3805
Paragon Private Wealth Management
Kentucky
$229K +$7.47K +11 +3%
FS
3806
Ferguson Shapiro
Georgia
$229K – – –
GA
3807
Gordian Advisors
Arizona
$228K – – –
NCM
3808
Northwest Capital Management
Oregon
$228K -$1.66M -2,442 -88%
BTC
3809
Bank & Trust Company
Illinois
$228K +$226K +333 New
EW
3810
Expressive Wealth
Illinois
$228K +$226K +333 New
CWM
3811
Capital Wealth Management
Rhode Island
$227K +$225K +332 New
WC
3812
Wynn Capital
Georgia
$227K – – –
RSVP
3813
Ramsay Stattman Vela & Price
Colorado
$227K -$55.7K -82 -20%
TPW
3814
Tiller Private Wealth
Pennsylvania
$226K -$4.07K -6 -2%
FCG
3815
Financial Connections Group
California
$226K – – –
MGAM
3816
McGowan Group Asset Management
Texas
$225K – – –
CCA
3817
Cooper Capital Advisors
California
$225K – – –
PRS
3818
Pinkerton Retirement Specialists
Idaho
$225K +$223K +329 New
JC
3819
Jacobs & Co
California
$225K – – –
TIM
3820
Tevis Investment Management
Texas
$225K – – –
NA
3821
Nautilus Advisors
California
$224K – – –
NPA
3822
Nichols & Pratt Advisers
Massachusetts
$224K -$34K -50 -13%
NWM
3823
Nova Wealth Management
Florida
$223K – – –
RAM
3824
Riggs Asset Management
Pennsylvania
$223K – – –
CG
3825
Clarus Group
Texas
$223K +$221K +325 New
151 152
153
154 155