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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
GWA
2476
Geometric Wealth Advisors
District of Columbia
$1.99M – – –
DP
2477
DDD Partners
Washington
$1.98M – – –
UFA
2478
Uptown Financial Advisors
Texas
$1.97M -$21.8K -30 -1%
TFA
2479
Tobias Financial Advisors
Florida
$1.97M -$276K -379 -13%
FWP
2480
Family Wealth Partners
North Carolina
$1.96M – – –
VC
2481
Veracity Capital
Georgia
$1.96M +$637K +875 +50%
CW
2482
Code Waechter
Florida
$1.95M -$29.1K -40 -2%
FA
2483
Faithward Advisors
Pennsylvania
$1.95M +$23.3K +32 +1%
GIA
2484
Goodwin Investment Advisory
Georgia
$1.95M -$166K -228 -8%
RCS
2485
R2 Capital Strategies
Nebraska
$1.94M +$1.89M +2,596 New
EM
2486
Excalibur Management
Massachusetts
$1.94M – – –
IFWM
2487
Institute for Wealth Management
Colorado
$1.94M -$171K -235 -8%
MA
2488
MBA Advisors
Pennsylvania
$1.94M +$106K +146 +6%
NCM
2489
NCM Capital Management
New Jersey
$1.94M +$164K +225 +10%
CWA
2490
Cura Wealth Advisors
Illinois
$1.93M -$1.46K -2 -0.1%
RSA
2491
River Street Advisors
Illinois
$1.93M -$7.28K -10 -0.4%
BOSSRA
2492
B.O.S.S. Retirement Advisors
Utah
$1.93M -$1.43M -1,957 -43%
WAS
2493
Wealth Advisory Solutions
Indiana
$1.93M -$3.64K -5 -0.2%
RWP
2494
Ridgeline Wealth Planning
Ohio
$1.93M -$62.6K -86 -3%
ZI
2495
ZEGA Investments
Florida
$1.92M -$248K -341 -12%
PL
2496
Parthenon LLC
Kentucky
$1.91M -$83.7K -115 -4%
IPA
2497
Investment Planning Advisors
Georgia
$1.91M +$35.7K +49 +2%
MAS
2498
Meeder Advisory Services
Ohio
$1.91M +$345K +474 +23%
SI
2499
Saxon Interests
Texas
$1.91M -$109K -149 -6%
SWG
2500
Summit Wealth Group
Vermont
$1.91M -$10.2K -14 -0.5%
98 99
100
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