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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
2051
CWS Financial Advisors
Michigan
$3.43M -$11.5K -17 -0.3%
HAS
2052
HBW Advisory Services
California
$3.43M +$170K +250 +5%
PWM
2053
PMG Wealth Management
Illinois
$3.38M – – –
RCWMU
2054
Rothschild & Co Wealth Management (UK)
United Kingdom
$3.38M – – –
CL
2055
COWA LLC
Oklahoma
$3.36M -$50.9K -75 -2%
PCMF
2056
Private Capital Management (Florida)
Florida
$3.36M -$31.9K -47 -0.9%
ECA
2057
Elevated Capital Advisors
Utah
$3.36M -$97.8K -144 -3%
GFPC
2058
Global Financial Private Client
Florida
$3.36M -$6.11K -9 -0.2%
HFS
2059
Hughes Financial Services
Virginia
$3.35M -$26.5K -39 -0.8%
SA
2060
SRH Advisors
Kansas
$3.34M – – –
FM
2061
Family Management
New York
$3.34M -$105K -154 -3%
CF
2062
Centaurus Financial
California
$3.34M -$37.3K -55 -1%
WF
2063
Warner Financial
Maryland
$3.34M -$38K -56 -1%
TPWM
2064
Twelve Points Wealth Management
Massachusetts
$3.34M +$2.37M +3,493 +270%
SVWAG
2065
Sound View Wealth Advisors Group
Georgia
$3.32M -$426K -627 -11%
CSC
2066
Caldwell Sutter Capital
California
$3.32M – – –
TCWM
2067
Total Clarity Wealth Management
Illinois
$3.31M -$211K -310 -6%
MGW
2068
MB Generational Wealth
Washington
$3.3M -$4.75K -7 -0.1%
CA
2069
Capital Advantage
California
$3.3M -$1.36K -2 -0%
SP
2070
SmartHarvest Portfolios
Washington
$3.3M +$3.27M +4,814 New
DACG
2071
Donor Advised Charitable Giving
California
$3.3M +$4.07K +6 +0.1%
PWM
2072
Praetorian Wealth Management
California
$3.29M -$229K -337 -7%
TYCC
2073
Texas Yale Capital Corp
Florida
$3.28M – – –
KAM
2074
Knightsbridge Asset Management
California
$3.28M -$80.8K -119 -2%
PPWP
2075
Premier Path Wealth Partners
New Jersey
$3.28M -$2.15M -3,170 -40%
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83
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