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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
ACIM
2901
Azimuth Capital Investment Management
Michigan
$569K +$23.1K +39 +4%
PFG
2902
Pinnacle Financial Group
Illinois
$568K +$124K +209 +28%
GC
2903
Grange Capital
Oregon
$566K +$569K +962 New
BA
2904
BIP Alliance
Georgia
$566K +$569K +961 New
RCM
2905
Riggs Capital Management
Utah
$566K +$569K +961 New
TFA
2906
Tobias Financial Advisors
Florida
$563K +$72.8K +123 +15%
GLR
2907
Great Lakes Retirement
Ohio
$563K -$15.4K -26 -3%
SHWM
2908
Smith & Howard Wealth Management
Georgia
$561K -$67.5K -114 -11%
CFSG
2909
Clark Financial Services Group
Missouri
$560K – – –
BT
2910
Brandywine Trust
Delaware
$560K +$563K +951 New
SP
2911
Stonebrook Private
Michigan
$556K -$27.8K -47 -5%
LRPA
2912
L. Roy Papp & Associates
Arizona
$556K – – –
USWIA
2913
UP Strategic Wealth Investment Advisors
Pennsylvania
$554K – – –
TWM
2914
Tanager Wealth Management
United Kingdom
$553K -$402K -680 -42%
FEG
2915
Financial Enhancement Group
Indiana
$553K +$560K +946 New
IIA
2916
Integral Investment Advisors
California
$551K -$1.78K -3 -0.3%
BWM
2917
BCO Wealth Management
New Mexico
$550K +$553K +935 New
KV
2918
Kickstand Ventures
New York
$550K -$6.51K -11 -1%
FSA
2919
Financial Security Advisor
Virginia
$550K -$39.7K -67 -7%
PWG
2920
Private Wealth Group
Florida
$548K – – –
NIM
2921
Nicollet Investment Management
Minnesota
$548K – – –
MCIA
2922
Mountain Capital Investment Advisors
Colorado
$546K +$101K +170 +23%
MAWCM
2923
Mine & Arao Wealth Creation & Management
California
$545K -$592 -1 -0.1%
AWP
2924
Axis Wealth Partners
Rhode Island
$545K +$548K +925 New
TA
2925
TruWealth Advisors
Louisiana
$545K – – –
115 116
117
118 119