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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
RTC
2601
Riverview Trust Company
Washington
$396K – – –
KFG
2602
Kingdom Financial Group
Arizona
$395K +$85K +190 +30%
FWP
2603
Falcon Wealth Planning
California
$395K +$17.5K +39 +5%
LA
2604
LVW Advisors
New York
$395K +$448 +1 +0.1%
PWM
2605
Prentice Wealth Management
New York
$395K -$27.3K -61 -7%
QFA
2606
Quantum Financial Advisors
California
$394K +$20.6K +46 +6%
RCS
2607
Retirement Capital Strategies
California
$394K – – –
BWM
2608
BlackDiamond Wealth Management
New York
$393K +$13.4K +30 +4%
AIM
2609
Avity Investment Management
Connecticut
$392K – – –
MG
2610
MilWealth Group
Wisconsin
$391K – – –
IWP
2611
Invenio Wealth Partners
Florida
$387K -$18.4K -41 -5%
MIC
2612
Meridian Investment Counsel
California
$387K – – –
RFN
2613
Redwood Financial Network
Ohio
$387K +$45.7K +102 +14%
HVIA
2614
Hudson Valley Investment Advisors
New York
$386K – – –
RW
2615
RVW Wealth
California
$386K – – –
DPW
2616
DiNuzzo Private Wealth
Pennsylvania
$385K +$361K +807 New
PEA
2617
Park Edge Advisors
Ohio
$384K -$5.37K -12 -1%
CAM
2618
Columbia Asset Management
Michigan
$384K – – –
SW
2619
SMART Wealth
Nebraska
$382K +$135K +301 +60%
PIP
2620
Peachtree Investment Partners
Florida
$382K +$132K +295 +58%
FF
2621
Farrell Financial
New York
$381K +$397K +886 New
CAP
2622
Columbia Advisory Partners
Washington
$381K -$1.34K -3 -0.4%
ECM
2623
Elgethun Capital Management
South Dakota
$381K -$74.7K -167 -17%
IC
2624
Inscription Capital
Texas
$378K +$354K +792 New
SIAG
2625
Safeguard Investment Advisory Group
California
$378K -$81.5K -182 -19%
103 104
105
106 107