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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
GWAG
2776
Garrett Wealth Advisory Group
Texas
$826K -$8.37K -13 -1%
RIP
2777
RAM Investment Partners
Washington
$826K – – –
KFG
2778
Kelly Financial Group
Connecticut
$824K -$3.22K -5 -0.4%
VWM
2779
VCI Wealth Management
Missouri
$823K +$61.2K +95 +8%
HWM
2780
HRC Wealth Management
Idaho
$820K +$43.8K +68 +6%
AFA
2781
Avant Financial Advisors
Texas
$818K – – –
IWP
2782
Innova Wealth Partners
Pennsylvania
$818K +$93.4K +145 +13%
JTWM
2783
Jackson Thornton Wealth Management
Alabama
$818K +$27.1K +42 +4%
IP
2784
Ignite Planners
California
$816K -$644 -1 -0.1%
FA
2785
Fortis Advisors
Pennsylvania
$815K +$784K +1,217 New
PT
2786
Plimoth Trust
Massachusetts
$815K -$1.29K -2 -0.2%
MC
2787
Martin & Co
Tennessee
$815K – – –
GPWM
2788
Grant Private Wealth Management
California
$815K +$521K +809 +198%
CLP
2789
Charis Legacy Partners
Texas
$813K – – –
OBWP
2790
O'Brien Wealth Partners
Massachusetts
$813K – – –
DK
2791
David Kennon
Florida
$812K +$644 +1 +0.1%
WA1
2792
Wimmer Associates 1
California
$811K – – –
TCM
2793
Tandem Capital Management
New Jersey
$811K – – –
SP
2794
Sequent Planning
Nebraska
$809K -$179K -278 -19%
IA
2795
Intellus Advisors
Florida
$809K -$157K -244 -17%
FAM
2796
Fenimore Asset Management
New York
$803K – – –
BF
2797
Bonfire Financial
Colorado
$801K – – –
WOC
2798
West Oak Capital
California
$801K +$74.1K +115 +11%
CCG
2799
Coastwise Capital Group
California
$800K +$770K +1,196 New
LTI
2800
Laffer Tengler Investments
Tennessee
$799K +$769K +1,194 New
110 111
112
113 114