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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
DCA
2851
DSG Capital Advisors
Minnesota
$952K – – –
TFG
2852
Team Financial Group
California
$945K +$43K +63 +5%
GRWP
2853
Green Ridge Wealth Planning
New Jersey
$945K – – –
CCT
2854
Capital City Trust
Florida
$945K -$49.2K -72 -5%
IFS
2855
Ifrah Financial Services
Arkansas
$944K -$68.3K -100 -6%
MKA
2856
M. Kulyk & Associates
Georgia
$942K – – –
EIP
2857
Essential Investment Partners
Colorado
$942K +$4.78K +7 +0.5%
I
2858
InvesTrust
Oklahoma
$941K -$21.9K -32 -2%
GWA
2859
Gutierrez Wealth Advisory
Arkansas
$935K +$15.7K +23 +2%
CRI
2860
Colonial River Investments
Virginia
$934K -$206K -302 -17%
UBG
2861
United Bank (Georgia)
Georgia
$934K -$58.7K -86 -6%
TWM
2862
Thryve Wealth Management
Texas
$931K +$709K +1,039 +268%
PIFP
2863
Partners in Financial Planning
Virginia
$926K – – –
JDLA
2864
J. Derek Lewis & Associates
California
$923K +$19.1K +28 +2%
BSI
2865
Bennett Selby Investments
Maine
$920K – – –
GFP
2866
Guardian Financial Partners
California
$918K -$145K -212 -13%
HFA
2867
Highland Financial Advisors
New Jersey
$918K +$391K +573 +69%
PMG
2868
ProVise Management Group
Florida
$918K -$10.9K -16 -1%
SCA
2869
STALEY CAPITAL ADVISERS
Pennsylvania
$916K -$30.7K -45 -3%
CCG
2870
Chatham Capital Group
Georgia
$916K – – –
SAM
2871
Sequent Asset Management
Texas
$915K -$251K -367 -21%
AWA
2872
Amplius Wealth Advisors
Pennsylvania
$914K +$2.73K +4 +0.3%
NIA
2873
NBZ Investment Advisors
Tennessee
$913K – – –
PRP
2874
Peak Retirement Planning
Ohio
$912K +$126K +185 +15%
IRAG
2875
Investment Research & Advisory Group
Georgia
$911K -$34.1K -50 -3%
113 114
115
116 117