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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
2776
HRC Wealth Management
Idaho
$820K +$43.8K +68 +6%
AFA
2777
Avant Financial Advisors
Texas
$818K – – –
IWP
2778
Innova Wealth Partners
Pennsylvania
$818K +$93.4K +145 +13%
JTWM
2779
Jackson Thornton Wealth Management
Alabama
$818K +$27.1K +42 +4%
IP
2780
Ignite Planners
California
$816K -$644 -1 -0.1%
FA
2781
Fortis Advisors
Pennsylvania
$815K +$784K +1,217 New
PT
2782
Plimoth Trust
Massachusetts
$815K -$1.29K -2 -0.2%
MC
2783
Martin & Co
Tennessee
$815K – – –
GPWM
2784
Grant Private Wealth Management
California
$815K +$521K +809 +198%
CLP
2785
Charis Legacy Partners
Texas
$813K – – –
OBWP
2786
O'Brien Wealth Partners
Massachusetts
$813K – – –
DK
2787
David Kennon
Florida
$812K +$644 +1 +0.1%
WA1
2788
Wimmer Associates 1
California
$811K – – –
TCM
2789
Tandem Capital Management
New Jersey
$811K – – –
SP
2790
Sequent Planning
Nebraska
$809K -$179K -278 -19%
IA
2791
Intellus Advisors
Florida
$809K -$157K -244 -17%
FAM
2792
Fenimore Asset Management
New York
$803K – – –
BF
2793
Bonfire Financial
Colorado
$801K – – –
WOC
2794
West Oak Capital
California
$801K +$74.1K +115 +11%
CCG
2795
Coastwise Capital Group
California
$800K +$770K +1,196 New
LTI
2796
Laffer Tengler Investments
Tennessee
$799K +$769K +1,194 New
CPW
2797
Cove Private Wealth
New York
$798K – – –
DA
2798
Drake & Associates
Wisconsin
$797K -$477K -741 -39%
PIM
2799
Penobscot Investment Management
Massachusetts
$797K +$104K +162 +16%
PPA
2800
Pacific Point Advisors
California
$795K – – –
110 111
112
113 114