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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
MHFA
3851
Mission Hills Financial Advisory
California
$202K +$211K +309 New
SWM
3852
Sherman Wealth Management
Maryland
$201K +$683 +1 +0.3%
PGWA
3853
Plus Group Wealth Advisors
Wisconsin
$201K – – –
PWM
3854
Partners Wealth Management
California
$201K -$53.9K -79 -20%
OL
3855
Optas LLC
Texas
$201K +$210K +308 New
IIM
3856
IFC & Insurance Marketing
California
$201K +$63.5K +93 +43%
FWA
3857
FSC Wealth Advisors
New York
$200K -$539K -790 -72%
HHCP
3858
Hilton Head Capital Partners
South Carolina
$199K – – –
PIA
3859
Powell Investment Advisors
Florida
$195K – – –
ACM
3860
Anfield Capital Management
California
$191K – – –
EPW
3861
Evergreen Private Wealth
Colorado
$189K -$8.19K -12 -4%
CICI
3862
Capital Investment Counsel Inc
North Carolina
$188K -$1.37K -2 -0.7%
BAM
3863
Bellevue Asset Management
Washington
$187K – – –
WA
3864
WestEnd Advisors
North Carolina
$183K +$94.2K +138 +97%
TWM
3865
Tripletail Wealth Management
Florida
$180K – – –
MEG
3866
Millstone Evans Group
Colorado
$179K – – –
PCTC
3867
Perkins Coie Trust Company
Washington
$178K – – –
KTC
3868
Kentucky Trust Company
Kentucky
$176K – – –
CMA
3869
Cedar Mountain Advisors
Oregon
$176K +$683 +1 +0.4%
NA
3870
Networth Advisors
Pennsylvania
$174K -$17.1K -25 -9%
C
3871
Covestor
United Kingdom
$174K -$13.7K -20 -7%
POIA
3872
Pin Oak Investment Advisors
Texas
$171K – – –
FF
3873
Friedenthal Financial
New Jersey
$170K +$13K +19 +8%
UFAC
3874
Urban Financial Advisory Corp
Illinois
$169K +$15.7K +23 +10%
LFASL
3875
Lugano Financial Advisors SA (LFA)
Switzerland
$168K – – –
153 154
155
156 157