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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
FNT
2526
First Nebraska Trust
Nebraska
$465K – – –
KF
2527
KKM Financial
Illinois
$464K +$435K +972 New
CWM
2528
Collaborative Wealth Management
Florida
$463K -$745K -1,665 -63%
LFA
2529
Longview Financial Advisors
Alabama
$459K +$430K +960 New
HGA
2530
Hobbs Group Advisors
South Carolina
$456K +$427K +954 New
FCT
2531
Family Capital Trust
Massachusetts
$455K +$95.8K +214 +29%
EW
2532
Evoke Wealth
California
$452K -$266M -594,341 -100%
USWIA
2533
UP Strategic Wealth Investment Advisors
Pennsylvania
$452K +$423K +946 New
HT
2534
Headlands Technologies
Illinois
$451K +$423K +945 New
CA
2535
Cambridge Advisors
Nebraska
$450K – – –
RSWA
2536
Robinson Smith Wealth Advisors
Maine
$450K +$422K +943 New
NHFG
2537
New Harbor Financial Group
Massachusetts
$450K +$422K +943 New
VRM
2538
Vectors Research Management
New York
$450K +$422K +943 New
TPA
2539
Trivium Point Advisory
Connecticut
$450K -$308K -689 -42%
TWM
2540
Tanager Wealth Management
United Kingdom
$448K -$46.5K -104 -10%
MCIA
2541
Mountain Capital Investment Advisors
Colorado
$447K -$47K -105 -10%
HCMG
2542
Howard Capital Management Group
California
$446K – – –
VAFP
2543
Vahanian & Associates Financial Planning
New York
$443K -$309K -690 -43%
CMI
2544
Clare Market Investments
Texas
$443K +$415K +927 New
SHA
2545
Seneca House Advisors
Virginia
$442K +$43.9K +98 +12%
BFS
2546
Beacon Financial Strategies
North Carolina
$442K – – –
AFTS
2547
American Financial & Tax Strategies
New York
$440K +$2.49M +5,559 New
OFP
2548
OLIO Financial Planning
Virginia
$440K – – –
RB
2549
Richmond Brothers
Michigan
$439K – – –
FSG
2550
Financial Strategies Group
Michigan
$437K – – –
100 101
102
103 104