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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
3876
Sherman Wealth Management
Maryland
$231K +$728 +1 +0.3%
GLR
3877
Great Lakes Retirement
Ohio
$231K -$427K -586 -65%
PWM
3878
Partners Wealth Management
California
$231K – – –
GTWM
3879
Global Trust Wealth Management
Florida
$231K -$60.4K -83 -21%
PA
3880
Paragon Advisors
Texas
$231K +$224K +308 New
VFS
3881
Valpey Financial Services
New Hampshire
$230K -$9.47K -13 -4%
BH
3882
Burk Holdings
Oklahoma
$229K -$2.91K -4 -1%
BCG
3883
Bravias Capital Group
New Jersey
$229K +$223K +306 New
VFG
3884
V2 Financial group
Illinois
$228K +$221K +304 New
PC
3885
PCB Capital
New Jersey
$228K +$221K +304 New
CMP
3886
Christine Messmer PC
Pennsylvania
$228K +$221K +304 New
CMA
3887
Cedar Mountain Advisors
Oregon
$227K +$24.8K +34 +13%
KFS
3888
Krane Financial Solutions
California
$226K +$220K +302 New
AW
3889
Atlas Wealth
Ohio
$225K +$219K +301 New
AWM
3890
Aberdeen Wealth Management
Illinois
$225K -$422K -580 -66%
NG
3891
Navigation Group
California
$225K +$218K +300 New
TCOK
3892
Trust Company of Kansas
Kansas
$224K +$218K +299 New
MHFA
3893
Mission Hills Financial Advisory
California
$224K -$7.28K -10 -3%
GIM
3894
Guild Investment Management
California
$224K +$218K +299 New
NPAN
3895
Northeast Planning Associates NH
New Hampshire
$223K +$217K +298 New
CSA
3896
Cottage Street Advisors
Massachusetts
$223K +$217K +298 New
HBS
3897
Howard Bailey Securities
Indiana
$223K -$901K -1,237 -81%
CF
3898
Calder Financial
Pennsylvania
$222K -$71.4K -98 -25%
TBWA
3899
Three Bridge Wealth Advisors
California
$222K +$216K +296 New
DCA
3900
DB&C Advisors
Michigan
$222K +$216K +296 New
154 155
156
157 158