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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
4101
Peterson Wealth Management
Nevada
$23.3K +$22.6K +31 New
EWP
4102
Elevation Wealth Partners
California
$22.5K – – –
CWA
4103
Carolina Wealth Advisors
South Carolina
$21.7K +$21.1K +29 New
VL
4104
Vima LLC
Michigan
$20.2K +$19.7K +27 New
W
4105
WealthCollab
Washington
$18K – – –
DFC
4106
DB Fitzpatrick & Co
Idaho
$18K – – –
SC
4107
Swan Capital
Florida
$17.2K +$16.7K +23 New
AFG
4108
Albion Financial Group
Utah
$16.5K -$105K -144 -87%
API
4109
Asset Planning Inc
California
$16.5K – – –
AAG
4110
Accordant Advisory Group
Maryland
$16.5K – – –
LAMC
4111
Longview Asset Management (California)
California
$16.5K – – –
OCM
4112
Osbon Capital Management
Massachusetts
$16.5K – – –
CIS
4113
Custom Index Systems
New York
$15.7K +$15.3K +21 New
XAU
4114
XP Advisory US
Florida
$14.2K +$13.8K +19 New
BWM
4115
Bullock Wealth Management
Indiana
$13K -$63.4K -87 -84%
FCMT
4116
Founders Capital Management (Texas)
Texas
$12.7K +$12.4K +17 New
IW
4117
Imprint Wealth
South Carolina
$12K – – –
NWS
4118
Nvest Wealth Strategies
Ohio
$10.5K – – –
WAG
4119
Wilkerson Advisory Group
Missouri
$10.5K – – –
HFS
4120
Horizon Financial Services
North Carolina
$10.5K +$10.2K +14 New
WPWM
4121
Western Pacific Wealth Management
Illinois
$10.1K – – –
LCM
4122
Logan Capital Management
Pennsylvania
$8.99K +$8.74K +12 New
YAL
4123
Your Advocates Ltd
Texas
$7.95K -$35.7K -49 -75%
VFM
4124
Vision Financial Markets
Connecticut
$7.63K – – –
WFA
4125
West Financial Advisors
Iowa
$7.49K – – –
163 164
165
166 167