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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
MSR
2676
Main Street Research
Connecticut
$970K +$160K +248 +21%
MWM
2677
Meritas Wealth Management
California
$969K – – –
CWM
2678
Cordatus Wealth Management
Pennsylvania
$968K -$11.8M -18,259 -93%
WWG
2679
West Wealth Group
California
$953K -$162K -251 -15%
1WA
2680
180 Wealth Advisors
Washington
$951K +$154K +239 +20%
PF
2681
Parker Financial
Washington
$949K -$5.8K -9 -0.6%
KWM
2682
KFG Wealth Management
Indiana
$948K +$27.1K +42 +3%
PIFP
2683
Partners in Financial Planning
Virginia
$948K – – –
SC
2684
Shearwater Capital
Colorado
$948K – – –
PFSC
2685
Peoples Financial Services Corp
Pennsylvania
$946K +$379K +588 +71%
NF
2686
Nvest Financial
New Hampshire
$943K -$256K -397 -22%
PRI
2687
Prepared Retirement Institute
Pennsylvania
$942K -$392K -609 -30%
BSI
2688
Bennett Selby Investments
Maine
$942K – – –
LRPA
2689
L. Roy Papp & Associates
Arizona
$941K +$193K +300 +27%
CCG
2690
Chatham Capital Group
Georgia
$940K -$18.7K -29 -2%
CANC
2691
Culbertson A N & Co
Virginia
$937K -$12.9K -20 -1%
NIA
2692
NBZ Investment Advisors
Tennessee
$935K – – –
FFG
2693
Fiduciary Financial Group
California
$933K +$9.02K +14 +1%
GC
2694
Gibson Capital
Pennsylvania
$931K – – –
AWA
2695
Amplius Wealth Advisors
Pennsylvania
$931K -$37.4K -58 -4%
ECM
2696
Elgethun Capital Management
South Dakota
$928K – – –
SIAG
2697
Safeguard Investment Advisory Group
California
$927K -$106K -164 -11%
IC
2698
Inscription Capital
Texas
$927K +$352K +547 +65%
DFA
2699
DHJJ Financial Advisors
Illinois
$927K -$41.9K -65 -4%
RCM
2700
Regency Capital Management
Hawaii
$927K – – –
106 107
108
109 110