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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
GWWM
2701
Great Waters Wealth Management
Minnesota
$926K +$82.4K +128 +10%
NDSI
2702
Newman Dignan & Sheerar Inc
Rhode Island
$926K -$12.9K -20 -1%
LFS
2703
Littlejohn Financial Services
Oregon
$924K -$124K -192 -12%
TFA
2704
Teamwork Financial Advisors
Texas
$920K -$62.5K -97 -7%
PF
2705
Penney Financial
Texas
$920K -$309K -480 -26%
MIA
2706
MeadowBrook Investment Advisors
Michigan
$920K – – –
SA
2707
Shilanski & Associates
Alaska
$919K +$32.8K +51 +4%
TC
2708
Tenret Company
Florida
$918K – – –
SIAS
2709
Summit Investment Advisory Services
Minnesota
$916K +$5.15K +8 +0.6%
WKWM
2710
Walter & Keenan Wealth Management
Indiana
$916K – – –
GC
2711
GatePass Capital
Ohio
$914K -$3.22K -5 -0.4%
HCM
2712
Hudson Capital Management
New Jersey
$913K -$3.22K -5 -0.4%
PFG
2713
Prosperity Financial Group
California
$913K -$18.7K -29 -2%
PWA
2714
Prairie Wealth Advisors
Nebraska
$906K +$21.9K +34 +3%
TCM
2715
TruNorth Capital Management
Michigan
$903K – – –
LIG
2716
Lokken Investment Group
Delaware
$903K – – –
MWM
2717
Manske Wealth Management
Texas
$900K +$131K +204 +18%
SKK
2718
Shepherd Kaplan Krochuk
Massachusetts
$899K +$8.37K +13 +1%
UWM
2719
USAdvisors Wealth Management
Minnesota
$899K +$14.2K +22 +2%
SAM
2720
Synergy Asset Management
Washington
$899K +$621K +964 +218%
BCM
2721
Boreal Capital Management
Florida
$894K – – –
SIG
2722
Sky Investment Group
Connecticut
$893K – – –
FF
2723
Financial Futures
New Jersey
$893K -$41.2K -64 -5%
SIC
2724
SJS Investment Consulting
Ohio
$892K +$303K +471 +55%
TGIA
2725
Torrey Growth & Income Advisors
California
$890K +$857K +1,330 New
107 108
109
110 111