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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
FFWM
2801
Future Financial Wealth Management
Ohio
$619K – – –
PWS
2802
Proactive Wealth Strategies
Georgia
$619K +$14.2K +24 +2%
MEAC
2803
M.E. Allison & Co
Texas
$617K – – –
CPG
2804
Cornerstone Planning Group
New Jersey
$615K +$244K +414 +57%
FCM
2805
Fourpath Capital Management
Oklahoma
$612K -$20.7K -35 -3%
TWP
2806
Total Wealth Planning
Ohio
$611K – – –
CWP
2807
Concord Wealth Partners
Virginia
$610K -$16.5K -28 -3%
IC
2808
Inscription Capital
Texas
$609K +$684K +1,159 New
AA
2809
Apriem Advisors
California
$609K -$3.54K -6 -0.6%
WWA
2810
Wealth Watch Advisors
Colorado
$608K -$396K -670 -38%
TA
2811
TPG Advisors
Illinois
$608K -$23K -39 -3%
WOC
2812
West Oak Capital
California
$607K – – –
HDIM
2813
Hanson & Doremus Investment Management
Vermont
$607K – – –
NA
2814
Nestegg Advisors
New York
$607K -$39.6K -67 -6%
UBG
2815
United Bank (Georgia)
Georgia
$606K +$591 +1 +0.1%
WWG
2816
West Wealth Group
California
$606K +$23K +39 +4%
SHA
2817
Seneca House Advisors
Virginia
$602K -$16.5K -28 -3%
NLP
2818
Next Level Private
New York
$602K +$1.18K +2 +0.2%
HPIA
2819
Hamilton Point Investment Advisors
North Carolina
$600K – – –
HA
2820
Hofer & Associates
California
$599K +$4.13K +7 +0.7%
TAM
2821
Townsend Asset Management
North Carolina
$598K -$139K -235 -18%
PAM
2822
Peninsula Asset Management
Florida
$597K +$5.91K +10 +0.9%
FFP
2823
FourThought Financial Partners
Florida
$596K -$15.4K -26 -2%
TFG
2824
Tilson Financial Group
New Jersey
$596K -$54.3K -92 -8%
LAMNM
2825
Longview Asset Management (New Mexico)
New Mexico
$595K -$7.09K -12 -1%
111 112
113
114 115