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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
2726
Stone Wealth Partners
Louisiana
$1.22M +$1.21M +1,775 New
JSAM
2727
J. Safra Asset Management
New York
$1.21M – – –
SAM
2728
Sequent Asset Management
Texas
$1.21M +$6.11K +9 +0.5%
NWM
2729
Northwest Wealth Management
Iowa
$1.21M -$195K -287 -14%
SP
2730
Sequent Planning
Nebraska
$1.21M +$376K +553 +46%
GC
2731
Guidance Capital
Kentucky
$1.2M -$22.4K -33 -2%
CA
2732
CV Advisors
Florida
$1.2M +$822K +1,211 +269%
MBI
2733
May Barnhard Investments
Maryland
$1.2M -$215K -316 -15%
FPWM
2734
FSB Premier Wealth Management
Iowa
$1.2M -$50.9K -75 -4%
SWA
2735
Sightline Wealth Advisors
Connecticut
$1.19M -$211K -310 -15%
SGI
2736
Summit Global Investments
Utah
$1.19M +$58.4K +86 +5%
RIL
2737
Rothschild Investment LLC
Illinois
$1.19M +$6.11K +9 +0.5%
IWS
2738
Insight Wealth Strategies
California
$1.19M +$54.3K +80 +5%
KFP
2739
Keener Financial Planning
Texas
$1.19M +$31.2K +46 +3%
CRI
2740
Colonial River Investments
Virginia
$1.19M -$182K -268 -13%
PAG
2741
Poinciana Advisors Group
Florida
$1.18M – – –
HWM
2742
Horizon Wealth Management
Illinois
$1.18M -$2.04K -3 -0.2%
HSG
2743
Helen Stephens Group
Texas
$1.18M +$5.43K +8 +0.5%
JFG
2744
Juno Financial Group
Virginia
$1.17M +$1.16M +1,715 New
MFGM
2745
Marshall Financial Group (Maryland)
Maryland
$1.17M – – –
SCM
2746
Sage Capital Management
New Jersey
$1.17M -$67.9K -100 -6%
FPN
2747
Financial Planning Navigators
Minnesota
$1.17M +$1.16M +1,702 New
SFP
2748
Sandbox Financial Partners
Maryland
$1.17M +$9.51K +14 +0.8%
BC
2749
BDFS Capital
Delaware
$1.16M +$1.15M +1,699 New
TCCM
2750
Timber Creek Capital Management
Massachusetts
$1.16M – – –
108 109
110
111 112