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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CFSG
2626
Clark Financial Services Group
Missouri
$549K +$297K +534 +128%
MSWM
2627
Mowery & Schoenfeld Wealth Management
Illinois
$547K +$7.23K +13 +1%
KV
2628
Kickstand Ventures
New York
$546K -$23.4K -42 -4%
LRPA
2629
L. Roy Papp & Associates
Arizona
$545K – – –
USWIA
2630
UP Strategic Wealth Investment Advisors
Pennsylvania
$543K – – –
RW
2631
Rockport Wealth
Ohio
$542K +$523K +940 New
IIA
2632
Integral Investment Advisors
California
$542K – – –
AWM
2633
Austin Wealth Management
Texas
$538K -$51.7K -93 -9%
WH
2634
Willner & Heller
California
$538K -$22.8K -41 -4%
PWG
2635
Private Wealth Group
Florida
$537K – – –
NIM
2636
Nicollet Investment Management
Minnesota
$537K – – –
CRWM
2637
Castle Rock Wealth Management
California
$536K +$1.11K +2 +0.2%
MAWCM
2638
Mine & Arao Wealth Creation & Management
California
$535K – – –
ACIM
2639
Azimuth Capital Investment Management
Michigan
$535K -$96.7K -174 -16%
WCM
2640
Whitener Capital Management
North Carolina
$534K -$6.12K -11 -1%
ISWM
2641
Independent Solutions Wealth Management
New York
$534K +$157K +283 +44%
FMI
2642
Fiduciary Management Inc
Wisconsin
$534K +$514K +925 New
TA
2643
TruWealth Advisors
Louisiana
$534K +$10K +18 +2%
BFS
2644
Beacon Financial Strategies
North Carolina
$533K – – –
RCM
2645
Richardson Capital Management
Wisconsin
$533K – – –
FSG
2646
Financial Strategies Group
Michigan
$526K – – –
WA
2647
Wambolt & Associates
Colorado
$526K +$35K +63 +7%
FFO
2648
Fiduciary Family Office
Florida
$526K -$138K -249 -21%
CPCM
2649
Cardinal Point Capital Management
Ontario, Canada
$526K +$507K +912 New
HWMO
2650
Heritage Wealth Management (Ohio)
Ohio
$525K – – –
104 105
106
107 108