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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
DFA
2651
DHJJ Financial Advisors
Illinois
$900K -$36.2K -63 -4%
AWA
2652
Amplius Wealth Advisors
Pennsylvania
$900K +$17.8K +31 +2%
MWM
2653
Meritas Wealth Management
California
$898K -$23.5K -41 -3%
AW
2654
Avion Wealth
Texas
$897K +$8.04K +14 +1%
VWA
2655
VSM Wealth Advisory
Maryland
$896K +$32.2K +56 +4%
RW
2656
Rockport Wealth
Ohio
$893K +$826K +1,439 New
RAS
2657
RPS Advisory Solutions
Kentucky
$892K +$19.5K +34 +2%
CCG
2658
Chatham Capital Group
Georgia
$890K – – –
CFA
2659
Capstone Financial Advisors
Illinois
$888K +$88.4K +154 +12%
MWA
2660
MN Wealth Advisors
Kansas
$888K -$48.8K -85 -6%
PF
2661
Parker Financial
Washington
$885K +$819K +1,426 New
CANC
2662
Culbertson A N & Co
Virginia
$882K +$9.19K +16 +1%
PIFP
2663
Partners in Financial Planning
Virginia
$879K – – –
SC
2664
Shearwater Capital
Colorado
$879K -$9.76K -17 -1%
BWM
2665
BCS Wealth Management
Tennessee
$879K -$1.72K -3 -0.2%
SOAG
2666
Silver Oak Advisory Group
Oregon
$875K +$230K +400 +40%
BSI
2667
Bennett Selby Investments
Maine
$874K – – –
JBA
2668
Johnson Bixby & Associates
Washington
$871K +$9.19K +16 +1%
NDSI
2669
Newman Dignan & Sheerar Inc
Rhode Island
$871K +$806K +1,403 New
FF
2670
Financial Futures
New Jersey
$868K -$20.7K -36 -3%
BFG
2671
Bouchey Financial Group
New York
$868K -$574 -1 -0.1%
NIA
2672
NBZ Investment Advisors
Tennessee
$867K – – –
LAS
2673
Lloyd Advisory Services
Georgia
$865K +$31K +54 +4%
PFG
2674
Prosperity Financial Group
California
$865K +$122K +213 +18%
GC
2675
Gibson Capital
Pennsylvania
$864K – – –
105 106
107
108 109