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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
WFS
3801
Widmann Financial Services
Maryland
$226K +$22.5K +33 +11%
PRS
3802
Pinkerton Retirement Specialists
Idaho
$225K – – –
BWM
3803
Base Wealth Management
Florida
$225K +$19.8K +29 +9%
WCM
3804
Westend Capital Management
California
$225K -$13K -19 -5%
VAM
3805
Vienna Asset Management
California
$225K +$683 +1 +0.3%
TWA
3806
Tulsa Wealth Advisors
Oklahoma
$224K +$234K +342 New
SIG
3807
Spinnaker Investment Group
California
$221K -$449K -657 -66%
LL
3808
LPWM LLC
Minnesota
$220K +$230K +337 New
VAG
3809
Vannoy Advisory Group
Texas
$219K – – –
UAS
3810
United Asset Strategies
New York
$219K -$27.3K -40 -11%
NWMG
3811
Nicholson Wealth Management Group
South Carolina
$219K – – –
WPA
3812
Winning Points Advisors
Florida
$219K +$28K +41 +14%
PPWM
3813
Paragon Private Wealth Management
Kentucky
$218K – – –
FS
3814
Ferguson Shapiro
Georgia
$218K – – –
TWM
3815
Tortuga Wealth Management
California
$218K -$34.1K -50 -13%
BTC
3816
Bank & Trust Company
Illinois
$218K – – –
EWA
3817
ERTS Wealth Advisors
Michigan
$217K +$227K +333 New
RFWA
3818
RPg Family Wealth Advisory
Massachusetts
$217K -$18.4K -27 -8%
FCG
3819
Financial Connections Group
California
$217K +$1.37K +2 +0.6%
RSVP
3820
Ramsay Stattman Vela & Price
Colorado
$216K – – –
WC
3821
Wynn Capital
Georgia
$216K – – –
MMCM
3822
Murphy & Mullick Capital Management
New York
$216K +$6.83K +10 +3%
SC
3823
Summa Corp
Texas
$216K +$226K +331 New
MGAM
3824
McGowan Group Asset Management
Texas
$215K – – –
BBA
3825
Braun-Bostich & Associates
Pennsylvania
$215K -$14.3K -21 -6%
151 152
153
154 155