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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
TA
2476
TFG Advisers
Michigan
$247K +$401 +1 +0.2%
AG
2477
Advocate Group
Minnesota
$247K – – –
CBOR
2478
Community Bank of Raymore
Missouri
$247K – – –
SWIG
2479
Strategic Wealth Investment Group
Kentucky
$247K -$24.5K -61 -9%
FWP
2480
Falcon Wealth Planning
California
$246K -$11.2K -28 -4%
RSS
2481
Rosenblum Silverman Sutton
California
$246K – – –
AP
2482
Americana Partners
Texas
$244K -$21.6K -54 -8%
DIP
2483
DT Investment Partners
Pennsylvania
$244K -$50.9K -127 -18%
WWG
2484
West Wealth Group
California
$243K +$4.01K +10 +2%
NB
2485
NBT Bank
New York
$243K – – –
TAM
2486
Taurus Asset Management
New York
$243K – – –
RWA
2487
Rainsberger Wealth Advisors
Colorado
$240K – – –
KWM
2488
KFG Wealth Management
Indiana
$240K -$2.41K -6 -1%
TA
2489
TFB Advisors
Kansas
$237K +$231K +577 New
CG
2490
CFO4Life Group
Texas
$237K +$231K +576 New
DK
2491
David Kennon
Florida
$237K +$231K +576 New
OFG
2492
Orcam Financial Group
California
$236K – – –
FA
2493
Financial Alternatives
California
$236K – – –
SGWM
2494
Sterling Group Wealth Management
California
$236K – – –
WIM
2495
Westside Investment Management
California
$235K -$4.81K -12 -2%
LCM
2496
LVM Capital Management
Michigan
$235K – – –
CWM
2497
Compass Wealth Management
Connecticut
$234K – – –
TBC
2498
Ted Buchan & Co
California
$233K – – –
TSWM
2499
Triangle Securities Wealth Management
North Carolina
$233K -$8.02K -20 -3%
EP
2500
EPIQ Partners
Minnesota
$231K -$134K -333 -37%
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100
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