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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
EF
3976
Entrust Financial
Pennsylvania
$21.6K – – –
SC
3977
Sawyer & Company
Massachusetts
$20.9K – – –
DSC
3978
Daytona Street Capital
Missouri
$19.8K – – –
EWP
3979
Elevation Wealth Partners
California
$19.6K -$21.9K -32 -52%
W
3980
WealthCollab
Washington
$15.7K – – –
DFC
3981
DB Fitzpatrick & Co
Idaho
$15.7K – – –
MCA
3982
McGuire Capital Advisors
Oklahoma
$15K – – –
LAMC
3983
Longview Asset Management (California)
California
$14.4K – – –
OCM
3984
Osbon Capital Management
Massachusetts
$14.4K – – –
AAG
3985
Accordant Advisory Group
Maryland
$14.4K +$15K +22 New
API
3986
Asset Planning Inc
California
$14.3K – – –
IAAG
3987
Innovative Asset Advisors Group
Connecticut
$12.4K +$13K +19 New
IW
3988
Imprint Wealth
South Carolina
$10.5K – – –
NWS
3989
Nvest Wealth Strategies
Ohio
$9.14K – – –
WAG
3990
Wilkerson Advisory Group
Missouri
$9.14K +$9.56K +14 New
WPWM
3991
Western Pacific Wealth Management
Illinois
$8.82K +$683 +1 +8%
FMTCOCP
3992
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$7K -$277K -405 -98%
VFM
3993
Vision Financial Markets
Connecticut
$6.63K – – –
WFA
3994
West Financial Advisors
Iowa
$6.53K – – –
KWM
3995
Kiker Wealth Management
Georgia
$5.23K +$5.46K +8 New
SAS
3996
Spurstone Advisory Services
Connecticut
$3.92K – – –
LA
3997
LM Advisors
California
$2.74K -$59.4K -87 -5%
BCWM
3998
Ball & Co Wealth Management
Tennessee
$2K – – –
DRP
3999
Decker Retirement Planning
Utah
$1.32K -$27.3K -40 -95%
CCC
4000
Chelsea Counsel Company
California
$654 – – –
158 159
160
161 162