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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
YWM
2701
Yardley Wealth Management
Pennsylvania
$808K +$535K +904 +189%
TC
2702
Tenret Company
Florida
$807K +$37.9K +64 +5%
CWA
2703
Clearview Wealth Advisors
Oregon
$806K -$28.4K -48 -3%
VFG
2704
Victory Financial Group
Texas
$806K +$810K +1,368 New
WKWM
2705
Walter & Keenan Wealth Management
Indiana
$805K -$131K -222 -14%
MSR
2706
Main Street Research
Connecticut
$804K -$302K -511 -27%
FF
2707
Financial Futures
New Jersey
$803K +$9.47K +16 +1%
ST
2708
Sabal Trust
Florida
$802K +$108K +182 +15%
GWWM
2709
Great Waters Wealth Management
Minnesota
$799K +$18.3K +31 +2%
LWM
2710
LJI Wealth Management
Indiana
$799K +$8.88K +15 +1%
KAS
2711
KPP Advisory Services
Kentucky
$798K -$11.8K -20 -1%
TCM
2712
TruNorth Capital Management
Michigan
$794K – – –
CMS
2713
Capital Market Strategies
Florida
$793K -$592 -1 -0.1%
AHIA
2714
Andrew Hill Investment Advisors
Florida
$791K -$105K -177 -12%
PA
2715
Paragon Advisors
Texas
$789K +$160K +270 +25%
SW
2716
SMART Wealth
Nebraska
$789K +$46.8K +79 +6%
PMG
2717
ProVise Management Group
Florida
$787K -$207K -349 -21%
AFO
2718
Arrowroot Family Office
California
$784K -$232K -392 -23%
MSG
2719
Main Street Group
Virginia
$782K +$64.5K +109 +9%
BST
2720
Bath Savings Trust
Maine
$782K +$42.6K +72 +6%
RIM
2721
RW Investment Management
Idaho
$781K -$499K -843 -39%
IRAG
2722
Investment Research & Advisory Group
Georgia
$779K -$11.8K -20 -1%
SWM
2723
SpringVest Wealth Management
Texas
$777K +$781K +1,320 New
OWM
2724
Opes Wealth Management
California
$775K +$539K +910 +224%
UWM
2725
USAdvisors Wealth Management
Minnesota
$774K +$25.5K +43 +3%
107 108
109
110 111