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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
LSL
2751
Legacy Solutions LLC
Pennsylvania
$672K +$2.95K +5 +0.4%
CWP
2752
CFM Wealth Partners
Texas
$671K -$20.7K -35 -3%
BF
2753
Blankinship & Foster
California
$671K -$110K -187 -14%
AFA
2754
Alpha Financial Advisors
North Carolina
$667K +$370K +627 +112%
DA
2755
Dash Acquisitions
California
$667K +$82.7K +140 +14%
GWM
2756
GK Wealth Management
Nevada
$665K +$10.6K +18 +2%
SF
2757
Slagle Financial
Illinois
$664K +$88K +149 +14%
MSG
2758
Main Street Group
Virginia
$664K -$86.8K -147 -11%
PFG
2759
Prosperity Financial Group
California
$663K -$15.9K -27 -2%
CCM
2760
Colorado Capital Management
Colorado
$660K -$221K -375 -24%
SGI
2761
Summit Global Investments
Utah
$658K +$249K +422 +56%
NWMP
2762
Noble Wealth Management PBC
Colorado
$657K -$593K -1,004 -46%
SFS
2763
Stiles Financial Services
Minnesota
$657K – – –
FRA
2764
Front Row Advisors
California
$655K – – –
LWM
2765
LJI Wealth Management
Indiana
$654K -$114K -193 -14%
AWA
2766
AmeriServ Wealth Advisors
Pennsylvania
$653K – – –
JWBC
2767
John W. Brooker & Co
California
$653K +$36.6K +62 +6%
PPA
2768
Pacific Point Advisors
California
$653K +$686K +1,162 New
HWM
2769
HRC Wealth Management
Idaho
$649K +$140K +237 +26%
A
2770
Argentarii
Ohio
$647K – – –
MIAS
2771
Mason Investment Advisory Services
Virginia
$646K +$1.77K +3 +0.3%
MWM
2772
Mittelman Wealth Management
Massachusetts
$646K -$33.7K -57 -5%
ST
2773
Somerset Trust
Pennsylvania
$646K +$15.4K +26 +2%
SFP
2774
Strategic Financial Planning
Texas
$645K – – –
CPCM
2775
Cardinal Point Capital Management
Ontario, Canada
$644K +$88K +149 +15%
109 110
111
112 113