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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
OPW
2901
Osprey Private Wealth
New York
$674K +$648K +1,006 New
KCFA
2902
Key Client Fiduciary Advisors
New Jersey
$674K +$11.6K +18 +2%
GG
2903
Gleason Group
Kentucky
$673K +$1.93K +3 +0.3%
SP
2904
Stonebrook Private
Michigan
$673K +$644 +1 +0.1%
RWS
2905
Resolute Wealth Strategies
Mississippi
$672K -$12.2K -19 -2%
SWM
2906
Seaside Wealth Management
California
$671K – – –
SI
2907
Stonekeep Investments
New Mexico
$671K +$23.2K +36 +4%
IAG
2908
Ipsen Advisor Group
Arkansas
$668K +$1.93K +3 +0.3%
HBT
2909
Hills Bank & Trust
Iowa
$667K -$7.08K -11 -1%
SOAG
2910
Silver Oak Advisory Group
Oregon
$667K -$265K -412 -29%
WA
2911
Wealthstream Advisors
New York
$667K – – –
UBV
2912
United Bank (Virginia)
Virginia
$667K – – –
PW
2913
Paladin Wealth
Minnesota
$665K +$13.5K +21 +2%
EAM
2914
Everstar Asset Management
North Carolina
$663K -$17.4K -27 -3%
BC
2915
Bowman & Company
Wisconsin
$661K -$4.51K -7 -0.7%
MGWA
2916
Monument Group Wealth Advisors
Massachusetts
$661K – – –
VWA
2917
Valued Wealth Advisors
Utah
$660K – – –
AWM
2918
Austin Wealth Management
Texas
$659K -$7.08K -11 -1%
SF
2919
Slagle Financial
Illinois
$657K -$88.9K -138 -12%
SWM
2920
Silverlake Wealth Management
Vermont
$657K +$32.8K +51 +5%
ACA
2921
Anchor Capital Advisors
Massachusetts
$657K +$12.2K +19 +2%
HA
2922
Hofer & Associates
California
$655K -$55.4K -86 -8%
CPC
2923
Consolidated Planning Corp
Georgia
$655K +$299K +465 +90%
LAMNM
2924
Longview Asset Management (New Mexico)
New Mexico
$653K -$21.9K -34 -3%
FNT
2925
First Nebraska Trust
Nebraska
$651K – – –
115 116
117
118 119