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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
WFM
3851
Wolff Financial Management
Michigan
$214K – – –
SRWM
3852
Shira Ridge Wealth Management
California
$213K -$81.5K -120 -28%
BH
3853
Burk Holdings
Oklahoma
$212K +$211K +310 New
QHA
3854
Quarry Hill Advisors
Minnesota
$211K – – –
PGWA
3855
Plus Group Wealth Advisors
Wisconsin
$211K +$209K +308 New
OP
3856
Oath Planning
Oklahoma
$211K +$209K +308 New
SWM
3857
Sherman Wealth Management
Maryland
$210K +$208K +307 New
BCG
3858
Bravias Capital Group
New Jersey
$210K – – –
AMG
3859
APS Management Group
California
$208K -$13.6K -20 -6%
CWM
3860
Cherrydale Wealth Management
New Jersey
$208K – – –
MCM
3861
MontVue Capital Management
Virginia
$208K – – –
BSCCG
3862
Blue Sky Capital Consultants Group
California
$208K +$206K +304 New
HHCP
3863
Hilton Head Capital Partners
South Carolina
$208K +$206K +304 New
CMP
3864
Christine Messmer PC
Pennsylvania
$208K +$206K +304 New
MA
3865
Marquette Associates
Illinois
$208K -$3M -4,413 -94%
PA
3866
Prism Advisors
California
$207K – – –
EPW
3867
Evergreen Private Wealth
Colorado
$206K – – –
PCMN
3868
Paradigm Capital Management (Nevada)
Nevada
$206K – – –
RA
3869
Rise Advisors
New York
$206K -$45.5K -67 -18%
CC
3870
Capstone Capital
Nevada
$205K -$4.75K -7 -2%
DFG
3871
DiPaolo Financial Group
Florida
$205K +$204K +300 New
SWM
3872
Shepherd Wealth Management
Ohio
$204K +$200K +294 New
PIA
3873
Powell Investment Advisors
Florida
$204K – – –
RF
3874
rebel Financial
Ohio
$204K +$202K +298 New
CSA
3875
Cottage Street Advisors
Massachusetts
$204K +$202K +297 New
153 154
155
156 157