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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
WGC
2501
Watts Gwilliam & Co
Arizona
$567K +$539K +1,077 New
HCM
2502
HMS Capital Management
Tennessee
$566K -$5K -10 -0.9%
FNBOMD
2503
First National Bank of Mount Dora
Florida
$566K – – –
PFG
2504
Prosperity Financial Group
California
$563K +$89.1K +178 +20%
HA
2505
Hofer & Associates
California
$563K -$1K -2 -0.2%
FCT
2506
First Community Trust
Iowa
$563K – – –
HPIA
2507
Hamilton Point Investment Advisors
North Carolina
$561K – – –
LWM
2508
LongView Wealth Management
Georgia
$559K +$25.5K +51 +5%
UWM
2509
USAdvisors Wealth Management
Minnesota
$556K -$47.5K -95 -8%
IWM
2510
Iams Wealth Management
Nebraska
$551K -$692K -1,382 -56%
MFG
2511
Monte Financial Group
Connecticut
$549K +$76.6K +153 +17%
SDWIA
2512
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$548K +$6.5K +13 +1%
CPC
2513
Consolidated Planning Corp
Georgia
$548K – – –
SMA
2514
Seven Mile Advisory
New Jersey
$547K – – –
SOAG
2515
Silver Oak Advisory Group
Oregon
$547K -$5K -10 -1%
BWS
2516
Buck Wealth Strategies
Colorado
$546K -$12.3M -24,634 -96%
DAM
2517
Delta Asset Management
Tennessee
$541K -$2.5K -5 -0.5%
ETIA
2518
Epic Trust Investment Advisors
Washington
$540K – – –
CFAM
2519
Center For Asset Management
Florida
$540K -$103K -206 -17%
UBV
2520
United Bank (Virginia)
Virginia
$539K – – –
CFFP
2521
Center for Financial Planning
Michigan
$539K +$80.1K +160 +18%
RWS
2522
Resolute Wealth Strategies
Mississippi
$539K -$47.5K -95 -8%
MLL
2523
Moody Lynn & Lieberson
Massachusetts
$538K – – –
AWM
2524
Aries Wealth Management
Maine
$536K -$43K -86 -8%
CIC
2525
Chilton Investment Company
Connecticut
$536K +$286K +571 +127%
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