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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CF
2726
Convergence Financial
Missouri
$784K +$20.1K +35 +3%
GWWM
2727
Great Waters Wealth Management
Minnesota
$780K +$574 +1 +0.1%
TF
2728
Tenon Financial
New Jersey
$777K +$4.02K +7 +0.6%
WCAMG
2729
Woodard & Company Asset Management Group
North Carolina
$777K -$14.9K -26 -2%
RB
2730
Renasant Bank
Mississippi
$776K -$36.2K -63 -5%
GWAG
2731
Garrett Wealth Advisory Group
Texas
$774K -$434K -755 -38%
TH
2732
Team Hewins
California
$772K -$727K -1,267 -50%
NEWAS
2733
N.E.W. Advisory Services
Wisconsin
$772K -$127K -221 -15%
IP
2734
Ignite Planners
California
$770K -$25.3K -44 -3%
AA
2735
Addison Advisors
Vermont
$769K -$6.89K -12 -1%
KFG
2736
Kelly Financial Group
Connecticut
$768K -$300K -523 -30%
RIP
2737
RAM Investment Partners
Washington
$766K – – –
AV
2738
Aspiring Ventures
Ohio
$766K – – –
FM
2739
Foster & Motley
Ohio
$765K -$21.8K -38 -3%
AFA
2740
Avant Financial Advisors
Texas
$759K – – –
PT
2741
Plimoth Trust
Massachusetts
$757K +$111K +194 +19%
MC
2742
Martin & Co
Tennessee
$756K – – –
CLP
2743
Charis Legacy Partners
Texas
$754K – – –
OBWP
2744
O'Brien Wealth Partners
Massachusetts
$754K – – –
DK
2745
David Kennon
Florida
$752K -$13.2K -23 -2%
WA1
2746
Wimmer Associates 1
California
$752K – – –
TCM
2747
Tandem Capital Management
New Jersey
$752K – – –
TFG
2748
Team Financial Group
California
$750K +$205K +357 +42%
MSR
2749
Main Street Research
Connecticut
$746K -$33.3K -58 -5%
CWM
2750
Chemistry Wealth Management
New York
$746K -$3.44K -6 -0.5%
108 109
110
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