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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
3851
KRM Wealth Management
Nevada
$208K +$218K +319 New
BAG
3852
Bauman Advisory Group
Nevada
$208K +$217K +318 New
SRWM
3853
Shira Ridge Wealth Management
California
$207K +$4.1K +6 +2%
QHA
3854
Quarry Hill Advisors
Minnesota
$207K -$12.3K -18 -6%
FCM
3855
Flagship Capital Management
Pennsylvania
$206K – – –
VIA
3856
Victrix Investment Advisors
Florida
$206K – – –
3F
3857
360 Financial
Minnesota
$206K +$215K +315 New
BWG
3858
Boomfish Wealth Group
Georgia
$206K +$215K +315 New
SPAS
3859
Spectrum Planning & Advisory Services
California
$204K -$14.3K -21 -6%
HIIFS
3860
Harel Insurance Investments & Financial Services
Israel
$204K -$3.96M -5,800 -95%
WAM
3861
Weinberger Asset Management
California
$204K +$213K +312 New
WFM
3862
Wolff Financial Management
Michigan
$204K – – –
BAM
3863
Byrne Asset Management
New Jersey
$202K -$19.1K -28 -8%
BH
3864
Burk Holdings
Oklahoma
$202K – – –
MHFA
3865
Mission Hills Financial Advisory
California
$202K +$211K +309 New
SWM
3866
Sherman Wealth Management
Maryland
$201K +$683 +1 +0.3%
PGWA
3867
Plus Group Wealth Advisors
Wisconsin
$201K – – –
PWM
3868
Partners Wealth Management
California
$201K -$53.9K -79 -20%
OL
3869
Optas LLC
Texas
$201K +$210K +308 New
IIM
3870
IFC & Insurance Marketing
California
$201K +$63.5K +93 +43%
FWA
3871
FSC Wealth Advisors
New York
$200K -$539K -790 -72%
HHCP
3872
Hilton Head Capital Partners
South Carolina
$199K – – –
PIA
3873
Powell Investment Advisors
Florida
$195K – – –
ACM
3874
Anfield Capital Management
California
$191K – – –
EPW
3875
Evergreen Private Wealth
Colorado
$189K -$8.19K -12 -4%
153 154
155
156 157