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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
T
2576
Tidemark
California
$519K -$140K -266 -22%
LRPA
2577
L. Roy Papp & Associates
Arizona
$517K -$7.36K -14 -1%
IIA
2578
Integral Investment Advisors
California
$516K +$37.9K +72 +8%
RSWA
2579
Robinson Smith Wealth Advisors
Maine
$515K +$262K +499 +113%
USWIA
2580
UP Strategic Wealth Investment Advisors
Pennsylvania
$515K -$27.9K -53 -5%
TWM
2581
Tanager Wealth Management
United Kingdom
$514K – – –
WCM
2582
Whitener Capital Management
North Carolina
$513K -$36.8K -70 -7%
MCIA
2583
Mountain Capital Investment Advisors
Colorado
$512K +$20.5K +39 +4%
MSWM
2584
Mowery & Schoenfeld Wealth Management
Illinois
$512K – – –
CRWM
2585
Castle Rock Wealth Management
California
$511K – – –
NIM
2586
Nicollet Investment Management
Minnesota
$510K +$6.84K +13 +1%
PWG
2587
Private Wealth Group
Florida
$509K -$678K -1,290 -58%
MSFP
2588
Mark Sheptoff Financial Planning
Connecticut
$508K +$190K +361 +64%
HWMO
2589
Heritage Wealth Management (Ohio)
Ohio
$508K +$479K +910 New
MAWCM
2590
Mine & Arao Wealth Creation & Management
California
$507K +$15.2K +29 +3%
BFS
2591
Beacon Financial Strategies
North Carolina
$506K – – –
RCM
2592
Richardson Capital Management
Wisconsin
$506K -$88.3K -168 -15%
SI
2593
Stonekeep Investments
New Mexico
$506K +$486K +924 New
GWA
2594
GGM Wealth Advisors
Maryland
$505K +$25.2K +48 +5%
SFS
2595
Security Financial Services
Indiana
$502K -$818K -1,555 -63%
IPA
2596
Investment Planning Advisors
Georgia
$501K +$482K +916 New
FSG
2597
Financial Strategies Group
Michigan
$501K +$526 +1 +0.1%
MP
2598
McDonald Partners
Ohio
$500K -$526 -1 -0.1%
WA
2599
Wealthstream Advisors
New York
$498K -$24.7K -47 -5%
CAM
2600
Congress Asset Management
Massachusetts
$497K -$118K -225 -20%
102 103
104
105 106