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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
FFG
2876
Fiduciary Financial Group
California
$974K +$19K +28 +2%
PFA
2877
Portland Financial Advisors
New York
$973K -$44.1K -65 -4%
PMG
2878
ProVise Management Group
Florida
$973K -$81.5K -120 -8%
DAM
2879
Delta Asset Management
Tennessee
$973K -$145K -214 -13%
BWM
2880
Baron Wealth Management
Michigan
$972K +$729K +1,073 +310%
PIFP
2881
Partners in Financial Planning
Virginia
$970K +$679 +1 +0.1%
BW
2882
BXM Wealth
Colorado
$964K +$661K +973 +224%
GWA
2883
Gutierrez Wealth Advisory
Arkansas
$964K +$154K +227 +19%
BSI
2884
Bennett Selby Investments
Maine
$964K – – –
CCG
2885
Chatham Capital Group
Georgia
$960K -$2.04K -3 -0.2%
PRI
2886
Prepared Retirement Institute
Pennsylvania
$960K -$4.75K -7 -0.5%
NIA
2887
NBZ Investment Advisors
Tennessee
$957K – – –
FEM
2888
Fulcrum Equity Management
Texas
$956K -$93K -137 -9%
RSEWM
2889
River's Edge Wealth Management
Pennsylvania
$956K +$948K +1,396 New
AWA
2890
Amplius Wealth Advisors
Pennsylvania
$956K +$3.4K +5 +0.4%
IC
2891
Inscription Capital
Texas
$956K +$6.79K +10 +0.7%
OWP
2892
ORG Wealth Partners
Texas
$956K -$44.8K -66 -5%
GC
2893
Gibson Capital
Pennsylvania
$953K – – –
SIAS
2894
Summit Investment Advisory Services
Minnesota
$953K +$14.9K +22 +2%
BMA
2895
Brooks Moore & Associates
Tennessee
$952K -$91.7K -135 -9%
CANC
2896
Culbertson A N & Co
Virginia
$952K -$6.79K -10 -0.7%
KWM
2897
KFG Wealth Management
Indiana
$950K -$20.4K -30 -2%
TFG
2898
Team Financial Group
California
$948K +$97.1K +143 +12%
JDLA
2899
J. Derek Lewis & Associates
California
$948K +$940K +1,384 New
NDSI
2900
Newman Dignan & Sheerar Inc
Rhode Island
$947K – – –
114 115
116
117 118