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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
2401
Worth Asset Management
Texas
$880K – – –
AHIA
2402
Andrew Hill Investment Advisors
Florida
$876K -$3.89K -7 -0.5%
VV
2403
Verity & Verity
South Carolina
$876K +$578K +1,040 +218%
RC
2404
Reik & Co
New York
$874K – – –
RCS
2405
Retirement Capital Strategies
California
$872K – – –
RWM
2406
Revisor Wealth Management
Ohio
$870K +$839K +1,509 New
WWM
2407
WT Wealth Management
Arizona
$868K -$5.56K -10 -0.7%
UID
2408
Union Investments & Development
Israel
$868K – – –
ULWM
2409
Upper Left Wealth Management
Florida
$867K -$76.7K -138 -8%
CWG
2410
Crown Wealth Group
North Carolina
$866K -$2.15M -3,867 -72%
AAM
2411
American Asset Management
Florida
$865K – – –
PWP
2412
Principle Wealth Partners
Connecticut
$863K +$67.8K +122 +9%
VC
2413
Veracity Capital
Georgia
$861K -$59.5K -107 -7%
CA
2414
Calton & Associates
Florida
$861K -$44.5K -80 -5%
RFP
2415
Root Financial Partners
California
$860K +$330K +593 +66%
PS
2416
Planned Solutions
California
$859K +$556 +1 +0.1%
SP
2417
Sequent Planning
Nebraska
$859K -$52.8K -95 -6%
WIA
2418
Westbourne Investment Advisors
Maryland
$858K +$1.11K +2 +0.1%
OS
2419
Objectivity Squared
South Carolina
$855K -$507K -911 -38%
DI
2420
DDFG Inc
California
$854K +$28.9K +52 +4%
HCP
2421
Hexagon Capital Partners
Arkansas
$854K -$31.7K -57 -4%
NA
2422
Navellier & Associates
Nevada
$854K – – –
SIAS
2423
Summit Investment Advisory Services
Minnesota
$848K +$817K +1,469 New
PWP
2424
Perfromance Wealth Partners
Illinois
$844K -$96.7K -174 -11%
AC
2425
Apella Capital
Connecticut
$842K +$37.3K +67 +5%
95 96
97
98 99