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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
GCP
2751
Gill Capital Partners
Colorado
$850K +$644 +1 +0.1%
FNBOMD
2752
First National Bank of Mount Dora
Florida
$849K – – –
WCAMG
2753
Woodard & Company Asset Management Group
North Carolina
$849K +$11.6K +18 +1%
PAWA
2754
Palo Alto Wealth Advisors
California
$849K +$369K +573 +86%
TFA
2755
TPG Financial Advisors
Oregon
$849K -$310K -481 -28%
CWM
2756
Collaborative Wealth Management
Florida
$846K -$3.22K -5 -0.4%
AV
2757
Aspiring Ventures
Ohio
$846K +$19.3K +30 +2%
CISOA
2758
Capital Investment Services of America
Wisconsin
$846K – – –
SWM
2759
SpringVest Wealth Management
Texas
$845K – – –
FFA
2760
Florida Financial Advisors
Florida
$844K -$36.7K -57 -4%
CF
2761
Convergence Financial
Missouri
$843K -$1.93K -3 -0.2%
HWM
2762
Horizons Wealth Management
North Carolina
$842K -$34.8K -54 -4%
CFSG
2763
Community Financial Services Group
Vermont
$839K -$151K -234 -16%
SFWC
2764
Strategic Family Wealth Counselors
New Jersey
$837K -$10.9K -17 -1%
FIM
2765
Freedom Investment Management
Connecticut
$836K -$6.78M -10,520 -89%
BWM
2766
BCS Wealth Management
Tennessee
$835K -$108K -168 -12%
SWM
2767
Shakespeare Wealth Management
Wisconsin
$835K -$141K -219 -15%
TF
2768
Tenon Financial
New Jersey
$834K -$3.86K -6 -0.5%
NEWAS
2769
N.E.W. Advisory Services
Wisconsin
$832K – – –
TFG
2770
Team Financial Group
California
$830K +$21.9K +34 +3%
SAM
2771
Sompo Asset Management
Japan
$830K -$283K -440 -26%
PRP
2772
Peak Retirement Planning
Ohio
$829K +$67K +104 +9%
GWAG
2773
Garrett Wealth Advisory Group
Texas
$826K -$8.37K -13 -1%
RIP
2774
RAM Investment Partners
Washington
$826K – – –
KFG
2775
Kelly Financial Group
Connecticut
$824K -$3.22K -5 -0.4%
109 110
111
112 113