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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
MP
2576
McDonald Partners
Ohio
$480K -$85.1K -170 -16%
SAM
2577
Sequent Asset Management
Texas
$478K – – –
RB
2578
Richmond Brothers
Michigan
$477K -$5.5K -11 -1%
IHWM
2579
Iron Horse Wealth Management
Iowa
$476K – – –
NWA
2580
Navis Wealth Advisors
New York
$475K +$30.5K +61 +7%
FCCM
2581
First City Capital Management
Georgia
$474K – – –
RCG
2582
Regatta Capital Group
California
$474K -$183K -366 -29%
CCA
2583
Cravens & Co Advisors
Tennessee
$473K – – –
MAWCM
2584
Mine & Arao Wealth Creation & Management
California
$472K +$107K +213 +31%
CAC
2585
Core Alternative Capital
Georgia
$470K +$447K +894 New
BCMO
2586
Buckingham Capital Management (Ohio)
Ohio
$469K -$55.5K -111 -11%
GSB
2587
Greenfield Savings Bank
Massachusetts
$469K – – –
CRWM
2588
Castle Rock Wealth Management
California
$468K -$39K -78 -8%
FSG
2589
Financial Strategies Group
Michigan
$468K – – –
NA
2590
Nordwand Advisors
Pennsylvania
$465K +$123K +245 +38%
FCT
2591
Family Capital Trust
Massachusetts
$465K -$34K -68 -7%
CWM
2592
CarsonAllaria Wealth Management
Illinois
$464K +$200K +400 +83%
FCM
2593
Fogel Capital Management
Florida
$462K +$176K +352 +64%
MA
2594
MAS Advisors
Florida
$462K -$10K -20 -2%
USB
2595
Union Savings Bank
Connecticut
$462K – – –
CP
2596
Covenant Partners
Tennessee
$460K – – –
PD
2597
Planning Directions
Pennsylvania
$460K +$500 +1 +0.1%
KAM
2598
Kraft Asset Management
Tennessee
$459K -$135K -270 -24%
AWM
2599
Austin Wealth Management
Texas
$457K -$40.5K -81 -9%
GWA
2600
GGM Wealth Advisors
Maryland
$457K +$73.1K +146 +20%
102 103
104
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