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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CF
2801
Clarity Financial
Texas
$1.26M -$46.6K -64 -4%
RW
2802
Rockport Wealth
Ohio
$1.26M – – –
LPP
2803
Life Planning Partners
Florida
$1.26M -$106K -145 -8%
AV
2804
Aspiring Ventures
Ohio
$1.26M +$222K +305 +22%
SWM
2805
Selby Wealth Management
California
$1.26M +$2.91K +4 +0.2%
FMI
2806
Fiduciary Management Inc
Wisconsin
$1.26M +$1.22M +1,678 New
MHWM
2807
Montz Harcus Wealth Management
Louisiana
$1.25M +$728 +1 +0.1%
FPN
2808
Financial Planning Navigators
Minnesota
$1.25M -$728 -1 -0.1%
BWG
2809
Balanced Wealth Group
Ohio
$1.25M +$2.19K +3 +0.2%
SWM
2810
Steelhead Wealth Management
Virginia
$1.25M -$192K -263 -14%
IFO
2811
Independent Family Office
New York
$1.25M +$72.8K +100 +6%
PP
2812
Prosperity Planning
Missouri
$1.23M +$208K +285 +21%
GL
2813
Gerber LLC
Ohio
$1.23M -$28.4K -39 -2%
MG
2814
McHugh Group
Ohio
$1.23M – – –
MMPW
2815
Mitchell McLeod Pugh & Williams
Alabama
$1.23M +$125K +171 +12%
CCWM
2816
Correct Capital Wealth Management
Missouri
$1.23M -$3.64K -5 -0.3%
HCA
2817
Harbor Capital Advisors
Illinois
$1.23M +$371K +509 +45%
AF
2818
Align Financial
Minnesota
$1.22M – – –
BCM
2819
Beck Capital Management
Texas
$1.22M +$8.01K +11 +0.7%
CCM
2820
Charter Capital Management
Wisconsin
$1.22M -$61.2K -84 -5%
BWP
2821
Barlow Wealth Partners
Kentucky
$1.22M – – –
AWM
2822
Aureum Wealth Management
Florida
$1.22M -$10.9K -15 -0.9%
PWA
2823
Provenance Wealth Advisors
Florida
$1.22M – – –
SH
2824
SLT Holdings
Arizona
$1.21M -$302K -415 -20%
APP
2825
Avantax Planning Partners
Iowa
$1.21M -$13.8K -19 -1%
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