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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
FFP
2751
FourThought Financial Partners
Florida
$854K +$138K +215 +20%
SLWA
2752
San Luis Wealth Advisors
California
$853K +$821K +1,274 New
KWM
2753
Kassira Wealth Management
Tennessee
$852K +$820K +1,273 New
GCP
2754
Gill Capital Partners
Colorado
$850K +$644 +1 +0.1%
FNBOMD
2755
First National Bank of Mount Dora
Florida
$849K – – –
WCAMG
2756
Woodard & Company Asset Management Group
North Carolina
$849K +$11.6K +18 +1%
PAWA
2757
Palo Alto Wealth Advisors
California
$849K +$369K +573 +86%
TFA
2758
TPG Financial Advisors
Oregon
$849K -$310K -481 -28%
CWM
2759
Collaborative Wealth Management
Florida
$846K -$3.22K -5 -0.4%
AV
2760
Aspiring Ventures
Ohio
$846K +$19.3K +30 +2%
CISOA
2761
Capital Investment Services of America
Wisconsin
$846K – – –
SWM
2762
SpringVest Wealth Management
Texas
$845K – – –
FFA
2763
Florida Financial Advisors
Florida
$844K -$36.7K -57 -4%
CF
2764
Convergence Financial
Missouri
$843K -$1.93K -3 -0.2%
HWM
2765
Horizons Wealth Management
North Carolina
$842K -$34.8K -54 -4%
CFSG
2766
Community Financial Services Group
Vermont
$839K -$151K -234 -16%
SFWC
2767
Strategic Family Wealth Counselors
New Jersey
$837K -$10.9K -17 -1%
FIM
2768
Freedom Investment Management
Connecticut
$836K -$6.78M -10,520 -89%
BWM
2769
BCS Wealth Management
Tennessee
$835K -$108K -168 -12%
SWM
2770
Shakespeare Wealth Management
Wisconsin
$835K -$141K -219 -15%
TF
2771
Tenon Financial
New Jersey
$834K -$3.86K -6 -0.5%
NEWAS
2772
N.E.W. Advisory Services
Wisconsin
$832K – – –
TFG
2773
Team Financial Group
California
$830K +$21.9K +34 +3%
SAM
2774
Sompo Asset Management
Japan
$830K -$283K -440 -26%
PRP
2775
Peak Retirement Planning
Ohio
$829K +$67K +104 +9%
109 110
111
112 113