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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
2876
Frazier Financial Advisors
Ohio
$615K -$16.7K -29 -3%
KCFA
2877
Key Client Fiduciary Advisors
New Jersey
$613K -$8.61K -15 -1%
TSW
2878
Thompson Siegel & Walmsley
Virginia
$613K +$24.1K +42 +4%
MGWA
2879
Monument Group Wealth Advisors
Massachusetts
$613K +$1.15K +2 +0.2%
VWA
2880
Valued Wealth Advisors
Utah
$612K -$69.5K -121 -11%
RCP
2881
Rothschild Capital Partners
New York
$612K +$23K +40 +4%
CC
2882
Cypress Capital
Tennessee
$612K – – –
TA
2883
TrueWealth Advisors
Alabama
$610K -$255K -444 -31%
IPA
2884
Investment Planning Advisors
Georgia
$609K +$69.5K +121 +14%
FNT
2885
First Nebraska Trust
Nebraska
$604K – – –
PW
2886
Paladin Wealth
Minnesota
$604K +$154K +269 +38%
SI
2887
Stonekeep Investments
New Mexico
$600K -$30.4K -53 -5%
USWIA
2888
UP Strategic Wealth Investment Advisors
Pennsylvania
$599K +$13.8K +24 +3%
ACA
2889
Anchor Capital Advisors
Massachusetts
$597K -$25.8K -45 -4%
BA
2890
BIP Alliance
Georgia
$597K – – –
PP
2891
Prosperity Planning
Missouri
$595K -$294K -512 -35%
AIA
2892
AssuredPartners Investment Advisors
Florida
$593K -$419K -729 -43%
USB
2893
Union Savings Bank
Connecticut
$591K +$34.5K +60 +7%
UBP
2894
Union Bancaire Privee
Switzerland
$590K -$327K -569 -32%
ACIM
2895
Azimuth Capital Investment Management
Michigan
$589K -$10.3K -18 -2%
AMBIA
2896
Allen Mooney & Barnes Investment Advisors
Georgia
$588K -$5.17K -9 -0.9%
CA
2897
Cambridge Advisors
Nebraska
$588K -$14.9K -26 -3%
SHWM
2898
Smith & Howard Wealth Management
Georgia
$586K – – –
AWM
2899
Aries Wealth Management
Maine
$586K – – –
GFWA
2900
Grey Fox Wealth Advisors
Delaware
$585K -$13.8K -24 -2%
114 115
116
117 118