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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
WFA
2626
Wells Financial Advisors
Massachusetts
$926K -$235K -410 -22%
CIG
2627
Cullen Investment Group
Louisiana
$925K +$201K +350 +31%
CFSG
2628
Community Financial Services Group
Vermont
$923K -$234K -408 -22%
SP
2629
Sequent Planning
Nebraska
$923K -$2.3K -4 -0.3%
NA
2630
Navellier & Associates
Nevada
$919K – – –
CC
2631
Commons Capital
Massachusetts
$918K -$36.7K -64 -4%
PAG
2632
Powers Advisory Group
Illinois
$917K – – –
I
2633
InvesTrust
Oklahoma
$917K -$60.3K -105 -7%
CWMGP
2634
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$917K -$429K -748 -34%
TFG
2635
Tilson Financial Group
New Jersey
$915K +$237K +413 +39%
TFA
2636
Teamwork Financial Advisors
Texas
$913K -$28.7K -50 -3%
WWM
2637
WT Wealth Management
Arizona
$911K -$37.3K -65 -4%
SWM
2638
Shakespeare Wealth Management
Wisconsin
$910K +$11.5K +20 +1%
NIM
2639
Nicollet Investment Management
Minnesota
$910K – – –
MWA
2640
Muirfield Wealth Advisors
North Carolina
$910K -$55.1K -96 -6%
O3W
2641
Omni 360 Wealth
New Jersey
$910K -$47.1K -82 -5%
OWP
2642
ORG Wealth Partners
Texas
$909K -$19.5K -34 -2%
THL
2643
Tillman Hartley LLC
Colorado
$906K +$838K +1,459 New
SCA
2644
STALEY CAPITAL ADVISERS
Pennsylvania
$906K +$23K +40 +3%
SIG
2645
Sky Investment Group
Connecticut
$903K – – –
CAG
2646
Centerpoint Advisory Group
Kansas
$902K +$51.1K +89 +7%
IA
2647
Intellus Advisors
Florida
$902K +$484K +843 +138%
DFA
2648
DHJJ Financial Advisors
Illinois
$900K -$36.2K -63 -4%
AWA
2649
Amplius Wealth Advisors
Pennsylvania
$900K +$17.8K +31 +2%
MWM
2650
Meritas Wealth Management
California
$898K -$23.5K -41 -3%
104 105
106
107 108