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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
2601
Austin Wealth Management
Texas
$457K -$40.5K -81 -9%
GWA
2602
GGM Wealth Advisors
Maryland
$457K +$73.1K +146 +20%
IIA
2603
Integral Investment Advisors
California
$456K +$434K +867 New
WA
2604
Wambolt & Associates
Colorado
$454K -$62K -124 -13%
SPI
2605
Sutton Place Investors
New York
$454K +$6K +12 +1%
MCIA
2606
Mountain Capital Investment Advisors
Colorado
$453K -$34.5K -69 -7%
SIC
2607
SJS Investment Consulting
Ohio
$453K +$8.01K +16 +2%
CG
2608
CFO4Life Group
Texas
$453K +$131K +261 +44%
TFG
2609
Taylor Financial Group
Virginia
$451K – – –
HVIA
2610
Hudson Valley Investment Advisors
New York
$451K +$24K +48 +6%
CNBT
2611
Cornerstone National Bank & Trust
Illinois
$451K – – –
FF
2612
Farrell Financial
New York
$450K -$15K -30 -3%
LWM
2613
Lodestone Wealth Management
Washington
$449K -$14K -28 -3%
IP
2614
Ignite Planners
California
$449K +$500 +1 +0.1%
DA
2615
Dash Acquisitions
California
$449K -$610K -1,220 -58%
FWM
2616
Finer Wealth Management
Massachusetts
$448K – – –
SWK
2617
Stephen W. Kidder
$447K – – –
IPW
2618
Inlet Private Wealth
Florida
$446K -$21.5K -43 -5%
UAG
2619
United Advisor Group
Ohio
$445K +$170K +339 +67%
HIGP
2620
Hill Investment Group Partners
Missouri
$445K – – –
FSA
2621
Financial Security Advisor
Virginia
$444K -$14K -28 -3%
POIA
2622
Pin Oak Investment Advisors
Texas
$443K +$5K +10 +1%
LK
2623
Lumbard & Kellner
New Hampshire
$443K – – –
FA
2624
Fagan Associates
New York
$443K +$37.5K +75 +10%
FPGT
2625
Financial Partners Group (Tennessee)
Tennessee
$443K +$1.5K +3 +0.4%
103 104
105
106 107