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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
2376
Ategra Capital Management
Virginia
$212K – – –
THWM
2377
Taylor Hoffman Wealth Management
Virginia
$210K – – –
RCG
2378
Regatta Capital Group
California
$209K – – –
RWA
2379
Rainsberger Wealth Advisors
Colorado
$209K +$232K +582 New
WWG
2380
West Wealth Group
California
$207K -$23.2K -58 -9%
OFG
2381
Orcam Financial Group
California
$206K – – –
SCM
2382
Stonehearth Capital Management
Massachusetts
$206K – – –
PMG
2383
Private Management Group
California
$206K -$1.07M -2,692 -82%
FS
2384
Ferguson Shapiro
Georgia
$205K +$228K +571 New
CP
2385
Castleview Partners
Texas
$204K +$87.8K +220 +63%
ONST
2386
Old North State Trust
North Carolina
$203K +$226K +565 +56,500%
GA
2387
GoalVest Advisory
New York
$202K -$1.07M -2,685 -83%
FBA
2388
Front Barnett Associates
Illinois
$202K – – –
LG
2389
LaFleur & Godfrey
Michigan
$201K – – –
JCM
2390
Janney Capital Management
Pennsylvania
$200K +$223K +559 New
VNA
2391
Valley National Advisers
Pennsylvania
$198K – – –
VNIM
2392
Vaughan Nelson Investment Management
Texas
$181K – – –
GG
2393
Gleason Group
Kentucky
$181K +$28.4K +71 +16%
JWBC
2394
John W. Brooker & Co
California
$180K – – –
TSW
2395
Thompson Siegel & Walmsley
Virginia
$165K -$104K -260 -36%
PWM
2396
Provident Wealth Management
Tennessee
$159K -$399 -1 -0.2%
OA
2397
Operose Advisors
Wisconsin
$159K – – –
PFA
2398
Professional Financial Advisors
Nebraska
$159K +$19.6K +49 +12%
HNWAG
2399
High Net Worth Advisory Group
Florida
$150K – – –
MAWCM
2400
Mine & Arao Wealth Creation & Management
California
$148K – – –
94 95
96
97 98