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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
2626
Wealthstar Advisors
Texas
$890K +$895K +1,512 New
CA
2627
Calton & Associates
Florida
$884K +$5.92K +10 +0.7%
AI
2628
Axiom Investors
Connecticut
$883K -$383K -647 -30%
PFA
2629
Portland Financial Advisors
New York
$882K +$887K +1,498 New
LWM
2630
LongView Wealth Management
Georgia
$882K +$33.1K +56 +4%
HIP
2631
Harrell Investment Partners
Texas
$881K -$19.5K -33 -2%
PWP
2632
Principle Wealth Partners
Connecticut
$881K – – –
DCM
2633
Donaldson Capital Management
Indiana
$881K +$155K +262 +21%
MWM
2634
Meritas Wealth Management
California
$881K -$55.6K -94 -6%
SBIA
2635
Sheaff Brock Investment Advisors
Indiana
$880K +$492K +832 +126%
TFA
2636
Teamwork Financial Advisors
Texas
$879K +$32K +54 +4%
TFA
2637
TPG Financial Advisors
Oregon
$878K -$46.8K -79 -5%
WIA
2638
Westbourne Investment Advisors
Maryland
$877K +$1.78K +3 +0.2%
KW
2639
Keyvantage Wealth
Pennsylvania
$875K +$880K +1,487 New
PS
2640
Planned Solutions
California
$873K -$3.55K -6 -0.4%
DI
2641
DDFG Inc
California
$873K +$1.18K +2 +0.1%
GC
2642
Guidance Capital
Kentucky
$872K +$352K +595 +71%
NA
2643
Navellier & Associates
Nevada
$871K – – –
SIAS
2644
Summit Investment Advisory Services
Minnesota
$869K +$4.74K +8 +0.5%
AP
2645
Adero Partners
California
$868K -$51.5K -87 -6%
WWM
2646
WT Wealth Management
Arizona
$865K -$4.74K -8 -0.5%
SFB
2647
STAR Financial Bank
Indiana
$865K -$385K -650 -31%
MP
2648
Moment Partners
California
$863K +$868K +1,466 New
BEW
2649
Burton Enright Welch
California
$861K +$135K +228 +18%
LMKC
2650
L.M. Kohn & Company
Ohio
$859K -$45.6K -77 -5%
104 105
106
107 108