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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
2351
Prosperity Wealth Management
California
$658K -$328K -732 -35%
EMAM
2352
Encompass More Asset Management
California
$658K +$617K +1,378 New
CA
2353
Carson Advisory
Georgia
$658K -$72.1K -161 -10%
B
2354
Bensler
Washington
$657K +$12.5K +28 +2%
CCA
2355
Checchi Capital Advisers
California
$652K – – –
RIA
2356
Realta Investment Advisors
Delaware
$652K -$20.6K -46 -3%
WW
2357
Waterfront Wealth
Kansas
$651K -$108K -242 -15%
LCM
2358
Lazari Capital Management
California
$648K +$608K +1,358 New
MAWA
2359
Moss Adams Wealth Advisors
Washington
$648K +$246K +549 +68%
JWS
2360
Juncture Wealth Strategies
Arizona
$646K -$60.9K -136 -9%
LJHT
2361
Laurie J. Hall Trustee
$643K – – –
PWP
2362
Principle Wealth Partners
Connecticut
$642K +$98K +219 +19%
AGA
2363
Arkos Global Advisors
Texas
$641K – – –
KCFA
2364
Key Client Fiduciary Advisors
New Jersey
$640K +$28.2K +63 +5%
LRWA
2365
Long Run Wealth Advisors
New York
$639K +$378K +844 +171%
ML
2366
Mayport LLC
Massachusetts
$637K +$448 +1 +0.1%
RAM
2367
Redmond Asset Management
Virginia
$634K -$208K -465 -26%
WWP
2368
Walden Wealth Partners
Ohio
$632K +$592K +1,323 New
CAM
2369
Close Asset Management
United Kingdom
$630K -$17.9K -40 -3%
AW
2370
Avion Wealth
Texas
$629K -$13K -29 -2%
FA
2371
Fiduciary Alliance
South Carolina
$629K -$185K -414 -24%
GC
2372
Guidance Capital
Kentucky
$628K -$70.3K -157 -11%
TAM
2373
Townsend Asset Management
North Carolina
$628K +$116K +259 +25%
WCM
2374
Whitener Capital Management
North Carolina
$626K +$448 +1 +0.1%
CCG
2375
Chatham Capital Group
Georgia
$625K – – –
93 94
95
96 97