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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
TF
2151
Theory Financial
Colorado
$657K +$450K +1,006 +192%
SWM
2152
Shakespeare Wealth Management
Wisconsin
$654K +$51.4K +115 +8%
IFS
2153
Ifrah Financial Services
Arkansas
$652K -$22.4K -50 -3%
MCCP
2154
Mission Creek Capital Partners
California
$651K – – –
PPW
2155
Parcion Private Wealth
Washington
$651K +$468K +1,046 +222%
RC
2156
Reik & Co
New York
$651K – – –
CW
2157
Channel Wealth
California
$648K -$276K -617 -29%
PI
2158
PFG Investments
New York
$647K -$2.19M -4,904 -77%
ACIM
2159
Azimuth Capital Investment Management
Michigan
$645K -$100K -224 -13%
WWM
2160
WT Wealth Management
Arizona
$644K -$3.13K -7 -0.5%
HCM
2161
Howland Capital Management
Massachusetts
$644K -$22.4K -50 -3%
VAF
2162
Values Added Financial
District of Columbia
$643K +$670K +1,498 New
TWP
2163
Total Wealth Planning
Ohio
$642K +$668K +1,494 New
FWA
2164
FSC Wealth Advisors
New York
$640K -$10.7K -24 -2%
JWS
2165
Juncture Wealth Strategies
Arizona
$639K -$6.71K -15 -1%
V
2166
ViaWealth
Kansas
$636K -$80.1K -179 -11%
NA
2167
Navellier & Associates
Nevada
$636K +$662K +1,480 New
WIM
2168
WealthPlan Investment Management
Nebraska
$635K – – –
PS
2169
Planned Solutions
California
$635K – – –
KFC
2170
Klingenstein Fields & Co
New York
$634K – – –
SL
2171
Summitry LLC
California
$633K – – –
WIA
2172
Westbourne Investment Advisors
Maryland
$633K – – –
FF
2173
Financial Futures
New Jersey
$633K +$86.8K +194 +15%
TFA
2174
Triad Financial Advisors
North Carolina
$632K -$45.2K -101 -6%
KWM
2175
Kolinsky Wealth Management
New Jersey
$629K +$35.8K +80 +6%
85 86
87
88 89