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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
VBFG
2551
Vishria Bird Financial Group
Tennessee
$935K +$983K +1,664 New
SFP
2552
Sandbox Financial Partners
Maryland
$933K +$3.54K +6 +0.4%
FPWM
2553
FSB Premier Wealth Management
Iowa
$927K -$107K -181 -10%
MGWM
2554
Marks Group Wealth Management
Minnesota
$925K -$11.8K -20 -1%
WAOTB
2555
Wealth Advisors of Tampa Bay
Florida
$925K – – –
MG
2556
McHugh Group
Ohio
$924K -$191K -323 -16%
SF
2557
Safeguard Financial
Wisconsin
$922K +$118K +200 +14%
LWMI
2558
Legacy Wealth Management (Idaho)
Idaho
$920K +$845K +1,431 +695%
MAS
2559
Madden Advisory Services
Florida
$918K +$41.3K +70 +4%
FNB
2560
Farmers National Bank
Kentucky
$917K -$6.5K -11 -0.7%
LPP
2561
Life Planning Partners
Florida
$915K +$591 +1 +0.1%
PWA
2562
Provenance Wealth Advisors
Florida
$913K -$195K -331 -17%
PAM
2563
PVG Asset Management
Colorado
$911K -$39K -66 -4%
PPW
2564
Pasadena Private Wealth
California
$910K +$745K +1,262 +353%
VC
2565
Veracity Capital
Georgia
$910K +$4.72K +8 +0.5%
SW
2566
SMART Wealth
Nebraska
$906K +$160K +271 +20%
RRCM
2567
Rappaport Reiches Capital Management
Illinois
$905K – – –
APW
2568
Aurora Private Wealth
New Jersey
$903K – – –
RPGNY
2569
Retirement Planning Group (New York)
New York
$902K +$24.2K +41 +3%
CAAS
2570
Capital Asset Advisory Services
Michigan
$898K -$54.9K -93 -6%
BWP
2571
Barlow Wealth Partners
Kentucky
$898K +$327K +553 +52%
NWM
2572
Northwest Wealth Management
Iowa
$898K -$605K -1,024 -39%
MHIC
2573
Marble Harbor Investment Counsel
Massachusetts
$897K -$29.5K -50 -3%
1WA
2574
180 Wealth Advisors
Washington
$895K -$17.7K -30 -2%
GI
2575
GLOBALT Investments
Georgia
$890K -$55.5K -94 -6%
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