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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
VFG
2701
Victory Financial Group
Texas
$806K +$810K +1,368 New
WKWM
2702
Walter & Keenan Wealth Management
Indiana
$805K -$131K -222 -14%
MSR
2703
Main Street Research
Connecticut
$804K -$302K -511 -27%
FF
2704
Financial Futures
New Jersey
$803K +$9.47K +16 +1%
ST
2705
Sabal Trust
Florida
$802K +$108K +182 +15%
GWWM
2706
Great Waters Wealth Management
Minnesota
$799K +$18.3K +31 +2%
LWM
2707
LJI Wealth Management
Indiana
$799K +$8.88K +15 +1%
KAS
2708
KPP Advisory Services
Kentucky
$798K -$11.8K -20 -1%
TCM
2709
TruNorth Capital Management
Michigan
$794K – – –
CMS
2710
Capital Market Strategies
Florida
$793K -$592 -1 -0.1%
AHIA
2711
Andrew Hill Investment Advisors
Florida
$791K -$105K -177 -12%
PA
2712
Paragon Advisors
Texas
$789K +$160K +270 +25%
SW
2713
SMART Wealth
Nebraska
$789K +$46.8K +79 +6%
PMG
2714
ProVise Management Group
Florida
$787K -$207K -349 -21%
AFO
2715
Arrowroot Family Office
California
$784K -$232K -392 -23%
MSG
2716
Main Street Group
Virginia
$782K +$64.5K +109 +9%
BST
2717
Bath Savings Trust
Maine
$782K +$42.6K +72 +6%
RIM
2718
RW Investment Management
Idaho
$781K -$499K -843 -39%
IRAG
2719
Investment Research & Advisory Group
Georgia
$779K -$11.8K -20 -1%
SWM
2720
SpringVest Wealth Management
Texas
$777K +$781K +1,320 New
OWM
2721
Opes Wealth Management
California
$775K +$539K +910 +224%
UWM
2722
USAdvisors Wealth Management
Minnesota
$774K +$25.5K +43 +3%
FFG
2723
Frisch Financial Group
New York
$773K – – –
CCG
2724
Chatham Capital Group
Georgia
$771K – – –
RWP
2725
Ridgeline Wealth Planning
Ohio
$769K +$773K +1,306 New
107 108
109
110 111