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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
VBFG
2576
Vishria Bird Financial Group
Tennessee
$1.11M – – –
MHWM
2577
Montz Harcus Wealth Management
Louisiana
$1.11M +$3.22K +5 +0.3%
IWS
2578
Insight Wealth Strategies
California
$1.11M -$92.7K -144 -8%
CMAI
2579
Capital Management Associates Inc
Minnesota
$1.11M +$174K +270 +20%
OPWM
2580
Oregon Pacific Wealth Management
Oregon
$1.11M -$557K -865 -34%
SBF
2581
Sara-Bay Financial
Florida
$1.11M +$51.5K +80 +5%
SGI
2582
Summit Global Investments
Utah
$1.11M -$898K -1,395 -46%
LI
2583
LMCG Investments
Massachusetts
$1.11M – – –
BCM
2584
Brookmont Capital Management
Texas
$1.1M -$270K -420 -20%
MG
2585
McHugh Group
Ohio
$1.1M – – –
PIP
2586
Peachtree Investment Partners
Florida
$1.09M +$484K +752 +85%
DAM
2587
Delta Asset Management
Tennessee
$1.09M +$390K +605 +59%
MAS
2588
Madden Advisory Services
Florida
$1.09M -$1.93K -3 -0.2%
PWA
2589
Provenance Wealth Advisors
Florida
$1.09M – – –
RAM
2590
Redmond Asset Management
Virginia
$1.08M -$9.66K -15 -0.9%
MMPW
2591
Mitchell McLeod Pugh & Williams
Alabama
$1.08M +$32.2K +50 +3%
GFP
2592
Guardian Financial Partners
California
$1.08M -$198K -307 -16%
EWP
2593
Equity Wealth Partners
Missouri
$1.08M +$1.04M +1,609 New
SDWIA
2594
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.07M +$6.44K +10 +0.6%
MGWM
2595
Marks Group Wealth Management
Minnesota
$1.07M +$1.93K +3 +0.2%
SCM
2596
Seascape Capital Management
New Hampshire
$1.07M +$49.6K +77 +5%
LPP
2597
Life Planning Partners
Florida
$1.07M -$20.6K -32 -2%
GBWM
2598
Granite Bay Wealth Management
New Hampshire
$1.06M +$1.02M +1,588 New
CIG
2599
Cullen Investment Group
Louisiana
$1.06M +$59.3K +92 +6%
PAM
2600
PVG Asset Management
Colorado
$1.06M -$21.9K -34 -2%
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