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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
MAFA
2851
MJT & Associates Financial Advisory
Minnesota
$740K +$661K +1,026 +1,267%
MSG
2852
Main Street Group
Virginia
$740K -$1.93K -3 -0.3%
TWD
2853
True Wealth Design
Ohio
$740K -$32.2K -50 -4%
NLP
2854
Next Level Private
New York
$736K +$644 +1 +0.1%
OWA
2855
Opal Wealth Advisors
New York
$734K -$7.73K -12 -1%
BGC
2856
Beutel, Goodman & Co
Ontario, Canada
$732K +$19.3K +30 +3%
GLR
2857
Great Lakes Retirement
Ohio
$732K -$23.8K -37 -3%
GFG
2858
Greystone Financial Group
Michigan
$730K -$19.3K -30 -3%
PWS
2859
Proactive Wealth Strategies
Georgia
$728K +$3.86K +6 +0.6%
HWMT
2860
Heritage Wealth Management (Texas)
Texas
$727K -$18.7K -29 -3%
FWWM
2861
Fiscal Wisdom Wealth Management
Connecticut
$727K +$698K +1,083 New
HDIM
2862
Hanson & Doremus Investment Management
Vermont
$724K – – –
SFC
2863
SYM Financial Corp
Indiana
$723K – – –
EB
2864
Exchange Bank
California
$722K +$120K +187 +21%
UBG
2865
United Bank (Georgia)
Georgia
$722K – – –
HHRDM
2866
H&H Retirement Design & Management
Nevada
$722K – – –
SCM
2867
Sollinda Capital Management
Florida
$718K -$36.1K -56 -5%
PC
2868
Payne Capital
Oregon
$717K +$690K +1,072 New
MCA
2869
Midwest Capital Advisors
Michigan
$716K -$3.22K -5 -0.5%
WMA
2870
West Michigan Advisors
Michigan
$715K +$5.15K +8 +0.8%
HPA
2871
High Probability Advisors
New York
$715K +$2.58K +4 +0.4%
HPIA
2872
Hamilton Point Investment Advisors
North Carolina
$714K – – –
FVWA
2873
Foster Victor Wealth Advisors
South Carolina
$713K +$365K +567 +115%
GWM
2874
GK Wealth Management
Nevada
$710K +$1.29K +2 +0.2%
SIA
2875
Strategic Investment Advisors
Michigan
$710K -$689K -1,070 -94%
113 114
115
116 117