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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
2701
Prairie Wealth Advisors
Nebraska
$819K -$82.1K -143 -10%
FFA
2702
Florida Financial Advisors
Florida
$818K -$6.89K -12 -0.9%
NL
2703
Navalign LLC
California
$815K -$15.5K -27 -2%
HWM
2704
Horizons Wealth Management
North Carolina
$815K – – –
LWP
2705
LMG Wealth Partners
Louisiana
$813K +$752K +1,309 New
B
2706
Bensler
Washington
$811K -$2.3K -4 -0.3%
IRAG
2707
Investment Research & Advisory Group
Georgia
$810K +$2.3K +4 +0.3%
ISFAN
2708
Investor's Fiduciary Advisor Network
Washington
$810K -$66K -115 -8%
CAM
2709
Congress Asset Management
Massachusetts
$808K -$1.87M -3,265 -72%
LSWP
2710
Liberty Square Wealth Partners
Pennsylvania
$803K -$214K -372 -22%
TPWM
2711
Twelve Points Wealth Management
Massachusetts
$802K +$2.87K +5 +0.4%
HIP
2712
Harrell Investment Partners
Texas
$800K -$63.7K -111 -8%
CWAG
2713
Compton Wealth Advisory Group
Virginia
$799K – – –
CCA
2714
Conservest Capital Advisors
Pennsylvania
$795K +$1.15K +2 +0.2%
RFN
2715
RDA Financial Network
Iowa
$791K -$22.4K -39 -3%
CWM
2716
Collaborative Wealth Management
Florida
$788K +$39K +68 +6%
FNBOMD
2717
First National Bank of Mount Dora
Florida
$788K – – –
GCP
2718
Gill Capital Partners
Colorado
$788K +$29.9K +52 +4%
TAM
2719
Tucker Asset Management
Colorado
$787K +$302K +526 +71%
SFWC
2720
Strategic Family Wealth Counselors
New Jersey
$787K +$292K +508 +67%
CISOA
2721
Capital Investment Services of America
Wisconsin
$785K -$71.8K -125 -9%
SWM
2722
SpringVest Wealth Management
Texas
$784K -$2.87K -5 -0.4%
CF
2723
Convergence Financial
Missouri
$784K +$20.1K +35 +3%
GWWM
2724
Great Waters Wealth Management
Minnesota
$780K +$574 +1 +0.1%
TF
2725
Tenon Financial
New Jersey
$777K +$4.02K +7 +0.6%
107 108
109
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