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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
IPW
3826
Inlet Private Wealth
Florida
$269K – – –
PFA
3827
Plotkin Financial Advisors
Maryland
$269K – – –
FMI
3828
Financial Management Inc
Arkansas
$269K -$8.74K -12 -3%
FTA
3829
Financial & Tax Architects
Missouri
$268K +$261K +358 New
PF
3830
Prosperitas Financial
California
$268K -$20.4K -28 -7%
IIM
3831
IFC & Insurance Marketing
California
$267K +$36.4K +50 +16%
LCGC
3832
Legacy Capital Group California
California
$266K – – –
PWM
3833
Penobscot Wealth Management
Maine
$266K +$259K +355 New
PWA
3834
Portus Wealth Advisors
North Carolina
$266K – – –
OC
3835
Opinicus Capital
Florida
$265K +$728 +1 +0.3%
SC
3836
Schiavi & Co
Delaware
$265K -$8.01K -11 -3%
FCG
3837
Fielder Capital Group
Tennessee
$265K +$20.4K +28 +9%
IA
3838
IF Advisors
Texas
$264K – – –
KFG
3839
Kingdom Financial Group
Arizona
$264K -$35.7K -49 -12%
RA
3840
Rise Advisors
New York
$264K +$2.19K +3 +0.9%
SPAS
3841
Spectrum Planning & Advisory Services
California
$264K +$28.4K +39 +12%
WFP
3842
Welch Financial Planning
Colorado
$263K – – –
RS
3843
Retirement Solution
Washington
$263K +$256K +351 New
UAS
3844
United Asset Strategies
New York
$263K +$11.7K +16 +5%
BSAM
3845
Blue Square Asset Management
New York
$262K -$112K -154 -31%
3IP
3846
3Chopt Investment Partners
Virginia
$262K +$255K +350 New
BWM
3847
Baron Wealth Management
Michigan
$262K – – –
DWG
3848
Darden Wealth Group
Michigan
$261K – – –
RW
3849
Ridgeline Wealth
Arizona
$261K -$10.2K -14 -4%
TS
3850
Tamar Securities
California
$259K +$252K +346 New
152 153
154
155 156