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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
2601
Sequent Asset Management
Texas
$497K – – –
TA
2602
TruWealth Advisors
Louisiana
$496K -$253K -481 -35%
MGWA
2603
Monument Group Wealth Advisors
Massachusetts
$495K +$169K +321 +55%
IHWM
2604
Iron Horse Wealth Management
Iowa
$495K – – –
RB
2605
Richmond Brothers
Michigan
$494K -$3.15K -6 -0.7%
FCCM
2606
First City Capital Management
Georgia
$494K – – –
IPW
2607
Inlet Private Wealth
Florida
$494K +$28.4K +54 +6%
LWM
2608
Lodestone Wealth Management
Washington
$493K +$24.7K +47 +5%
RCG
2609
Regatta Capital Group
California
$493K – – –
MAWAG
2610
Mid-American Wealth Advisory Group
Missouri
$493K -$34.2K -65 -7%
CCA
2611
Cravens & Co Advisors
Tennessee
$493K – – –
RFP
2612
Root Financial Partners
California
$491K +$175K +333 +59%
AWP
2613
Abacus Wealth Partners
California
$491K +$30.5K +58 +7%
BB
2614
Bell Bank
North Dakota
$491K +$119K +226 +34%
KIM
2615
Kestra Investment Management
Texas
$490K +$471K +896 New
CAC
2616
Core Alternative Capital
Georgia
$489K – – –
MFGM
2617
Marshall Financial Group (Maryland)
Maryland
$489K +$57.8K +110 +14%
GSB
2618
Greenfield Savings Bank
Massachusetts
$488K – – –
VPWA
2619
Vestia Personal Wealth Advisors
Indiana
$487K +$467K +889 New
LWMG
2620
Levy Wealth Management Group
Pennsylvania
$486K +$118K +224 +34%
NA
2621
Nordwand Advisors
Pennsylvania
$484K – – –
WWG
2622
West Wealth Group
California
$484K +$51.5K +98 +12%
BW
2623
Basepoint Wealth
Iowa
$484K +$93.6K +178 +25%
UBG
2624
United Bank (Georgia)
Georgia
$483K -$67.3K -128 -13%
PGF
2625
Plan Group Financial
Oklahoma
$483K +$40.5K +77 +10%
103 104
105
106 107