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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CBA
2726
Coastal Bridge Advisors
Connecticut
$296K +$277K +619 New
FFA
2727
Fortune Financial Advisors
Kansas
$294K +$276K +616 New
AFS
2728
AFG Fiduciary Services
Massachusetts
$294K – – –
CF
2729
Copperwynd Financial
Arizona
$292K – – –
BC
2730
Bowman & Company
Wisconsin
$291K -$87.7K -196 -24%
MGWA
2731
Monument Group Wealth Advisors
Massachusetts
$290K +$271K +606 New
TSWM
2732
Triangle Securities Wealth Management
North Carolina
$289K – – –
RWG
2733
Ratio Wealth Group
Colorado
$289K – – –
WFG
2734
Wills Financial Group
Virginia
$289K +$271K +605 New
KA
2735
Kearns & Associates
California
$289K – – –
FVWA
2736
Foster Victor Wealth Advisors
South Carolina
$288K +$46.1K +103 +21%
FLA
2737
Financial Life Advisors
Texas
$288K – – –
AG
2738
Advocate Group
Minnesota
$287K – – –
CBOR
2739
Community Bank of Raymore
Missouri
$287K – – –
CG
2740
CFO4Life Group
Texas
$287K +$10.3K +23 +4%
BW
2741
Basepoint Wealth
Iowa
$286K -$25.5K -57 -9%
AIC
2742
Argus Investors Counsel
New York
$286K -$33.1K -74 -11%
RSS
2743
Rosenblum Silverman Sutton
California
$286K – – –
AP
2744
Americana Partners
Texas
$284K -$3.58K -8 -1%
MCB
2745
Morton Community Bank
Illinois
$283K +$265K +592 New
T
2746
TCWP
Ohio
$282K -$345K -770 -57%
WN
2747
Williams & Novak
California
$282K +$264K +590 New
HBT
2748
Hills Bank & Trust
Iowa
$281K -$62.2K -139 -19%
EE
2749
EWG Elevate
California
$280K -$4.48K -10 -2%
NC
2750
NBW Capital
Massachusetts
$280K -$23.3K -52 -8%
108 109
110
111 112