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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
LA
2601
LVW Advisors
New York
$395K +$448 +1 +0.1%
PWM
2602
Prentice Wealth Management
New York
$395K -$27.3K -61 -7%
QFA
2603
Quantum Financial Advisors
California
$394K +$20.6K +46 +6%
RCS
2604
Retirement Capital Strategies
California
$394K – – –
BWM
2605
BlackDiamond Wealth Management
New York
$393K +$13.4K +30 +4%
AIM
2606
Avity Investment Management
Connecticut
$392K – – –
MG
2607
MilWealth Group
Wisconsin
$391K – – –
IWP
2608
Invenio Wealth Partners
Florida
$387K -$18.4K -41 -5%
MIC
2609
Meridian Investment Counsel
California
$387K – – –
RFN
2610
Redwood Financial Network
Ohio
$387K +$45.7K +102 +14%
HVIA
2611
Hudson Valley Investment Advisors
New York
$386K – – –
RW
2612
RVW Wealth
California
$386K – – –
DPW
2613
DiNuzzo Private Wealth
Pennsylvania
$385K +$361K +807 New
PEA
2614
Park Edge Advisors
Ohio
$384K -$5.37K -12 -1%
CAM
2615
Columbia Asset Management
Michigan
$384K – – –
SW
2616
SMART Wealth
Nebraska
$382K +$135K +301 +60%
PIP
2617
Peachtree Investment Partners
Florida
$382K +$132K +295 +58%
FF
2618
Farrell Financial
New York
$381K +$397K +886 New
CAP
2619
Columbia Advisory Partners
Washington
$381K -$1.34K -3 -0.4%
ECM
2620
Elgethun Capital Management
South Dakota
$381K -$74.7K -167 -17%
IC
2621
Inscription Capital
Texas
$378K +$354K +792 New
SIAG
2622
Safeguard Investment Advisory Group
California
$378K -$81.5K -182 -19%
TPW
2623
TL Private Wealth
Texas
$377K +$448 +1 +0.1%
PW
2624
Peninsula Wealth
California
$375K +$1.34K +3 +0.4%
DCM
2625
Davis Capital Management
Florida
$375K +$352K +786 New
103 104
105
106 107