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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
HA
2526
Herold Advisors
New York
$978K -$223K -377 -18%
AT
2527
Avalon Trust
New Mexico
$977K – – –
CG
2528
CFO4Life Group
Texas
$976K +$26K +44 +3%
TWM
2529
Trinity Wealth Management
Pennsylvania
$975K -$1.77K -3 -0.2%
PIP
2530
Peachtree Investment Partners
Florida
$974K -$84.4K -143 -8%
RAM
2531
Redmond Asset Management
Virginia
$974K +$1.77K +3 +0.2%
LWM
2532
LongView Wealth Management
Georgia
$973K +$138K +233 +16%
CCT
2533
Capital City Trust
Florida
$970K – – –
IWS
2534
Insight Wealth Strategies
California
$970K +$10K +17 +1%
BMA
2535
Brooks Moore & Associates
Tennessee
$969K +$59.1K +100 +6%
MHWM
2536
Montz Harcus Wealth Management
Louisiana
$966K +$56.7K +96 +6%
DF
2537
Dunhill Financial
United Kingdom
$960K +$547K +926 +118%
MFGM
2538
Marshall Financial Group (Maryland)
Maryland
$960K -$157K -266 -13%
PAW
2539
Plan A Wealth
Nebraska
$960K -$74.4K -126 -7%
TCCM
2540
Timber Creek Capital Management
Massachusetts
$959K – – –
HWM
2541
Horizon Wealth Management
Illinois
$957K +$591 +1 +0.1%
SC
2542
Stephens Consulting
Michigan
$956K -$9.45K -16 -0.9%
BWP
2543
Balboa Wealth Partners
Arizona
$952K +$140K +237 +16%
CNBT
2544
Cornerstone National Bank & Trust
Illinois
$950K +$492K +834 +97%
KFP
2545
Keener Financial Planning
Texas
$948K – – –
AIA
2546
AssuredPartners Investment Advisors
Florida
$946K +$168K +285 +20%
HSG
2547
Helen Stephens Group
Texas
$945K +$2.95K +5 +0.3%
TCM
2548
Towneley Capital Management
California
$944K -$1.18K -2 -0.1%
GL
2549
Gerber LLC
Ohio
$939K -$18.9K -32 -2%
LSWP
2550
Liberty Square Wealth Partners
Pennsylvania
$936K +$21.8K +37 +2%
100 101
102
103 104