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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
OS
2626
Objectivity Squared
South Carolina
$929K +$2.3K +4 +0.3%
WIA
2627
Westbourne Investment Advisors
Maryland
$928K +$1.15K +2 +0.1%
KW
2628
Keyvantage Wealth
Pennsylvania
$927K +$1.72K +3 +0.2%
WFA
2629
Wells Financial Advisors
Massachusetts
$926K -$235K -410 -22%
CIG
2630
Cullen Investment Group
Louisiana
$925K +$201K +350 +31%
CFSG
2631
Community Financial Services Group
Vermont
$923K -$234K -408 -22%
SP
2632
Sequent Planning
Nebraska
$923K -$2.3K -4 -0.3%
NA
2633
Navellier & Associates
Nevada
$919K – – –
CC
2634
Commons Capital
Massachusetts
$918K -$36.7K -64 -4%
PAG
2635
Powers Advisory Group
Illinois
$917K – – –
I
2636
InvesTrust
Oklahoma
$917K -$60.3K -105 -7%
CWMGP
2637
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$917K -$429K -748 -34%
TFG
2638
Tilson Financial Group
New Jersey
$915K +$237K +413 +39%
TFA
2639
Teamwork Financial Advisors
Texas
$913K -$28.7K -50 -3%
WWM
2640
WT Wealth Management
Arizona
$911K -$37.3K -65 -4%
SWM
2641
Shakespeare Wealth Management
Wisconsin
$910K +$11.5K +20 +1%
NIM
2642
Nicollet Investment Management
Minnesota
$910K – – –
MWA
2643
Muirfield Wealth Advisors
North Carolina
$910K -$55.1K -96 -6%
O3W
2644
Omni 360 Wealth
New Jersey
$910K -$47.1K -82 -5%
OWP
2645
ORG Wealth Partners
Texas
$909K -$19.5K -34 -2%
THL
2646
Tillman Hartley LLC
Colorado
$906K +$838K +1,459 New
SCA
2647
STALEY CAPITAL ADVISERS
Pennsylvania
$906K +$23K +40 +3%
SIG
2648
Sky Investment Group
Connecticut
$903K – – –
CAG
2649
Centerpoint Advisory Group
Kansas
$902K +$51.1K +89 +7%
IA
2650
Intellus Advisors
Florida
$902K +$484K +843 +138%
104 105
106
107 108