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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
2601
Wealthstream Advisors
New York
$498K -$24.7K -47 -5%
CAM
2602
Congress Asset Management
Massachusetts
$497K -$118K -225 -20%
SAM
2603
Sequent Asset Management
Texas
$497K – – –
TA
2604
TruWealth Advisors
Louisiana
$496K -$253K -481 -35%
MGWA
2605
Monument Group Wealth Advisors
Massachusetts
$495K +$169K +321 +55%
IHWM
2606
Iron Horse Wealth Management
Iowa
$495K – – –
RB
2607
Richmond Brothers
Michigan
$494K -$3.15K -6 -0.7%
FCCM
2608
First City Capital Management
Georgia
$494K – – –
IPW
2609
Inlet Private Wealth
Florida
$494K +$28.4K +54 +6%
LWM
2610
Lodestone Wealth Management
Washington
$493K +$24.7K +47 +5%
RCG
2611
Regatta Capital Group
California
$493K – – –
MAWAG
2612
Mid-American Wealth Advisory Group
Missouri
$493K -$34.2K -65 -7%
CCA
2613
Cravens & Co Advisors
Tennessee
$493K – – –
RFP
2614
Root Financial Partners
California
$491K +$175K +333 +59%
AWP
2615
Abacus Wealth Partners
California
$491K +$30.5K +58 +7%
BB
2616
Bell Bank
North Dakota
$491K +$119K +226 +34%
KIM
2617
Kestra Investment Management
Texas
$490K +$471K +896 New
CAC
2618
Core Alternative Capital
Georgia
$489K – – –
MFGM
2619
Marshall Financial Group (Maryland)
Maryland
$489K +$57.8K +110 +14%
GSB
2620
Greenfield Savings Bank
Massachusetts
$488K – – –
VPWA
2621
Vestia Personal Wealth Advisors
Indiana
$487K +$467K +889 New
LWMG
2622
Levy Wealth Management Group
Pennsylvania
$486K +$118K +224 +34%
NA
2623
Nordwand Advisors
Pennsylvania
$484K – – –
WWG
2624
West Wealth Group
California
$484K +$51.5K +98 +12%
BW
2625
Basepoint Wealth
Iowa
$484K +$93.6K +178 +25%
103 104
105
106 107