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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
POIA
2476
Pin Oak Investment Advisors
Texas
$249K – – –
PAM
2477
Private Asset Management
California
$249K -$19.6K -49 -8%
KA
2478
Kearns & Associates
California
$249K – – –
TA
2479
TFG Advisers
Michigan
$247K +$401 +1 +0.2%
AG
2480
Advocate Group
Minnesota
$247K – – –
CBOR
2481
Community Bank of Raymore
Missouri
$247K – – –
SWIG
2482
Strategic Wealth Investment Group
Kentucky
$247K -$24.5K -61 -9%
FWP
2483
Falcon Wealth Planning
California
$246K -$11.2K -28 -4%
RSS
2484
Rosenblum Silverman Sutton
California
$246K – – –
AP
2485
Americana Partners
Texas
$244K -$21.6K -54 -8%
DIP
2486
DT Investment Partners
Pennsylvania
$244K -$50.9K -127 -18%
WWG
2487
West Wealth Group
California
$243K +$4.01K +10 +2%
NB
2488
NBT Bank
New York
$243K – – –
TAM
2489
Taurus Asset Management
New York
$243K – – –
RWA
2490
Rainsberger Wealth Advisors
Colorado
$240K – – –
KWM
2491
KFG Wealth Management
Indiana
$240K -$2.41K -6 -1%
TA
2492
TFB Advisors
Kansas
$237K +$231K +577 New
CG
2493
CFO4Life Group
Texas
$237K +$231K +576 New
DK
2494
David Kennon
Florida
$237K +$231K +576 New
OFG
2495
Orcam Financial Group
California
$236K – – –
FA
2496
Financial Alternatives
California
$236K – – –
SGWM
2497
Sterling Group Wealth Management
California
$236K – – –
WIM
2498
Westside Investment Management
California
$235K -$4.81K -12 -2%
LCM
2499
LVM Capital Management
Michigan
$235K – – –
CWM
2500
Compass Wealth Management
Connecticut
$234K – – –
98 99
100
101 102