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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
MG
2701
MilWealth Group
Wisconsin
$381K -$46.5K -93 -11%
KWM
2702
Keating Wealth Management
Colorado
$381K – – –
RWM
2703
Revisor Wealth Management
Ohio
$378K +$377K +753 New
FA
2704
Financial Alternatives
California
$377K +$70.1K +140 +24%
CMP
2705
Coston McIsaac & Partners
Maine
$376K – – –
FCG
2706
Fielder Capital Group
Tennessee
$374K +$356K +711 New
TPW
2707
TL Private Wealth
Texas
$373K -$37.5K -75 -9%
BW
2708
Basepoint Wealth
Iowa
$371K +$53K +106 +18%
KNW
2709
Kesler Norman & Wride
Utah
$371K – – –
XT
2710
XTX Topco
Cayman Islands
$371K +$353K +705 New
BCA
2711
Ballentine Capital Advisors
South Carolina
$371K – – –
NPFS
2712
Novak & Powell Financial Services
Florida
$370K +$130K +260 +59%
QIM
2713
Quest Investment Management
Oregon
$370K +$65K +130 +23%
PFA
2714
Petra Financial Advisors
Colorado
$369K +$128K +256 +54%
OBGC
2715
O'Brien Greene & Co
Pennsylvania
$368K – – –
ORC
2716
O'Rourke & Company
Massachusetts
$368K +$78.6K +157 +29%
TFA
2717
Trinity Financial Advisors
Ohio
$368K +$11K +22 +3%
PCM
2718
Pointe Capital Management
Michigan
$367K – – –
IWP
2719
Insight Wealth Partners
Texas
$365K – – –
CPWM
2720
Cypress Point Wealth Management
Texas
$365K +$347K +694 New
DK
2721
David Kennon
Florida
$364K +$67K +134 +24%
SRA
2722
Secured Retirement Advisors
Minnesota
$364K – – –
GWAM
2723
Guardian Wealth Advisors (Minnesota)
Minnesota
$363K +$8.01K +16 +2%
SAM
2724
Seelaus Asset Management
New Jersey
$363K – – –
SFWC
2725
Strategic Family Wealth Counselors
New Jersey
$361K +$9.51K +19 +3%
107 108
109
110 111