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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
2626
Roberts Wealth Advisors
California
$1.32M +$147K +215 +12%
BWM
2627
Birchcreek Wealth Management
Ohio
$1.32M +$164K +240 +13%
AWM
2628
Accel Wealth Management
Iowa
$1.32M -$209K -306 -13%
IAP
2629
Indie Asset Partners
Indiana
$1.32M -$1.37K -2 -0.1%
CCM
2630
Crew Capital Management
Ohio
$1.32M +$683 +1 +0%
PPA
2631
Pacific Point Advisors
California
$1.31M +$498K +730 +57%
RPA
2632
Rock Point Advisors
Vermont
$1.31M +$28K +41 +2%
FMI
2633
F/M Investments
District of Columbia
$1.31M -$561K -821 -29%
LC
2634
Lavelle Capital
California
$1.31M -$283K -415 -17%
MS
2635
Madden Securities
Texas
$1.31M – – –
MWM
2636
Marion Wealth Management
Pennsylvania
$1.31M -$47.1K -69 -3%
TAP
2637
Tounjian Advisory Partners
Florida
$1.3M -$2.73K -4 -0.2%
RFA
2638
Register Financial Advisors
Georgia
$1.3M +$48.5K +71 +4%
IP
2639
Indivisible Partners
Florida
$1.3M -$10.2K -15 -0.7%
IPW
2640
Intergy Private Wealth
Colorado
$1.3M -$17.1K -25 -1%
FWM
2641
Focused Wealth Management
New York
$1.29M -$10.2K -15 -0.8%
PSC
2642
Prentiss Smith & Co
Vermont
$1.29M – – –
CWG
2643
Crown Wealth Group
North Carolina
$1.29M -$102K -149 -7%
GWM
2644
Goldenstone Wealth Management
California
$1.29M +$2.73K +4 +0.2%
LA
2645
LexAurum Advisors
Kansas
$1.29M +$1.34M +1,968 New
ACM
2646
Ardent Capital Management
Ohio
$1.28M – – –
NA
2647
Novus Advisors
South Carolina
$1.28M -$32.8K -48 -2%
VDC
2648
Van Diest Capital
Iowa
$1.28M -$468K -685 -26%
AWM
2649
Atticus Wealth Management
Florida
$1.28M +$340K +498 +34%
AT
2650
Avalon Trust
New Mexico
$1.28M – – –
104 105
106
107 108