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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
GWSA
2651
Global Wealth Strategies & Associates
Colorado
$525K +$309K +556 +157%
WA
2652
Wealthstream Advisors
New York
$525K – – –
SAM
2653
Sequent Asset Management
Texas
$524K – – –
FCCM
2654
First City Capital Management
Georgia
$520K – – –
RCG
2655
Regatta Capital Group
California
$520K – – –
CCA
2656
Cravens & Co Advisors
Tennessee
$519K – – –
FF
2657
Farrell Financial
New York
$517K +$1.11K +2 +0.2%
WWG
2658
West Wealth Group
California
$516K +$6.12K +11 +1%
VPWA
2659
Vestia Personal Wealth Advisors
Indiana
$516K +$3.34K +6 +0.7%
CAC
2660
Core Alternative Capital
Georgia
$516K – – –
DCM
2661
Davis Capital Management
Florida
$516K +$32.2K +58 +7%
GSB
2662
Greenfield Savings Bank
Massachusetts
$515K – – –
GWA
2663
GGM Wealth Advisors
Maryland
$514K -$17.2K -31 -3%
TFG
2664
Team Financial Group
California
$514K +$32.8K +59 +7%
PCM
2665
Pointe Capital Management
Michigan
$512K +$106K +190 +27%
PAG
2666
Powers Advisory Group
Illinois
$512K +$11.1K +20 +2%
LWM
2667
Lodestone Wealth Management
Washington
$512K -$8.34K -15 -2%
NA
2668
Nordwand Advisors
Pennsylvania
$510K – – –
NWA
2669
Navis Wealth Advisors
New York
$510K -$111K -199 -18%
CP
2670
Covenant Partners
Tennessee
$505K – – –
CPP
2671
Capasso Planning Partners
South Carolina
$504K +$3.34K +6 +0.7%
NC
2672
NewSquare Capital
Pennsylvania
$504K -$525K -944 -52%
PCMM
2673
Piedmont Capital Management (Montana)
Montana
$503K +$180K +324 +61%
USB
2674
Union Savings Bank
Connecticut
$502K -$3.89K -7 -0.8%
MA
2675
MAS Advisors
Florida
$502K -$5K -9 -1%
105 106
107
108 109