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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
BHWA
3826
Beacon Harbor Wealth Advisors
Virginia
$223K +$679 +1 +0.3%
IWA
3827
IVC Wealth Advisors
Pennsylvania
$223K +$221K +325 New
MCM
3828
Mattern Capital Management
Colorado
$222K +$1.36K +2 +0.6%
YCM
3829
Yousif Capital Management
Michigan
$221K – – –
SC
3830
Stephens Consulting
Michigan
$221K +$8.15K +12 +4%
CA
3831
CWC Advisors
Oregon
$221K -$17K -25 -7%
KI
3832
KTF Investments
California
$220K +$218K +321 New
TF
3833
Tandem Financial
Colorado
$220K -$53.8M -79,155 -100%
OA
3834
Oxbow Advisors
Texas
$220K -$67.9K -100 -24%
MMCM
3835
Murphy & Mullick Capital Management
New York
$220K – – –
HI
3836
Harper Investing
California
$219K +$2.04K +3 +0.9%
MGI
3837
MayTech Global Investments
New York
$219K +$679 +1 +0.3%
SC
3838
Schiavi & Co
Delaware
$219K – – –
VFS
3839
Valpey Financial Services
New Hampshire
$219K +$4.75K +7 +2%
T2I
3840
Turim 21 Investimentos
Brazil
$219K +$217K +320 New
CWL
3841
Causey Wealth LLC
Colorado
$218K +$217K +319 New
FWM
3842
FLP Wealth Management
Arkansas
$218K +$216K +318 New
OWM
3843
OneAscent Wealth Management
Alabama
$218K +$6.79K +10 +3%
SWTS
3844
Stonehaven Wealth & Tax Solutions
Wisconsin
$217K -$21.1K -31 -9%
FCM
3845
Flagship Capital Management
Pennsylvania
$216K +$215K +316 New
VIA
3846
Victrix Investment Advisors
Florida
$216K +$215K +316 New
BWM
3847
Base Wealth Management
Florida
$216K +$1.36K +2 +0.6%
SHFA
3848
SS&H Financial Advisors
Michigan
$216K -$124K -183 -37%
WFS
3849
Widmann Financial Services
Maryland
$214K +$213K +313 New
CG
3850
Clifford Group
Massachusetts
$214K +$212K +312 New
152 153
154
155 156