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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
LC
2751
Lavaca Capital
Texas
$1.1M +$6.15K +9 +0.5%
IWS
2752
Insight Wealth Strategies
California
$1.09M -$40.3K -59 -3%
SWM
2753
Selby Wealth Management
California
$1.09M +$49.8K +73 +5%
FPN
2754
Financial Planning Navigators
Minnesota
$1.09M -$19.1K -28 -2%
MHWM
2755
Montz Harcus Wealth Management
Louisiana
$1.09M +$5.46K +8 +0.5%
APWA
2756
Atlas Private Wealth Advisors
New Jersey
$1.09M +$479K +702 +73%
APIM
2757
Agate Pass Investment Management
Washington
$1.09M -$2.05K -3 -0.2%
BWG
2758
Balanced Wealth Group
Ohio
$1.09M -$163K -238 -13%
MCM
2759
McRae Capital Management
New Jersey
$1.09M -$458K -670 -29%
ACA
2760
Anchor Capital Advisors
Massachusetts
$1.08M -$149K -218 -12%
CCWM
2761
Correct Capital Wealth Management
Missouri
$1.07M – – –
MG
2762
McHugh Group
Ohio
$1.07M – – –
AWM
2763
Aureum Wealth Management
Florida
$1.07M +$96.3K +141 +9%
KCM
2764
Key Capital Management
Tennessee
$1.07M +$888K +1,301 +380%
AF
2765
Align Financial
Minnesota
$1.07M +$2.05K +3 +0.2%
QFA
2766
Quattro Financial Advisors
Texas
$1.07M +$402K +588 +56%
APP
2767
Avantax Planning Partners
Iowa
$1.07M -$173K -253 -13%
PWA
2768
Provenance Wealth Advisors
Florida
$1.06M – – –
BCM
2769
Beck Capital Management
Texas
$1.06M -$1.25M -1,826 -53%
EWP
2770
Equity Wealth Partners
Missouri
$1.06M +$8.88K +13 +0.8%
FFA
2771
Frazier Financial Advisors
Ohio
$1.06M +$454K +665 +70%
RAM
2772
Redmond Asset Management
Virginia
$1.06M +$1.37K +2 +0.1%
BCA
2773
Bitterroot Capital Advisors
Montana
$1.05M +$2.05K +3 +0.2%
SCM
2774
Seascape Capital Management
New Hampshire
$1.05M +$683 +1 +0.1%
SGFG
2775
Silver Grove Financial Group
New York
$1.05M -$133K -195 -11%
109 110
111
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