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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2901
Collaborative Wealth Management
Florida
$946K +$79.5K +117 +9%
PWA
2902
Prairie Wealth Advisors
Nebraska
$943K -$919K -1,354 Closed
AV
2903
Aspiring Ventures
Ohio
$942K +$76.1K +112 +9%
MIA
2904
MeadowBrook Investment Advisors
Michigan
$941K – – –
PF
2905
Penney Financial
Texas
$941K – – –
WKWM
2906
Walter & Keenan Wealth Management
Indiana
$940K +$2.04K +3 +0.2%
BI
2907
Bradyco Inc
Massachusetts
$940K -$226K -333 -20%
TC
2908
Tenret Company
Florida
$939K – – –
HIP
2909
Harrell Investment Partners
Texas
$936K +$54.3K +80 +6%
TA
2910
TrueWealth Advisors
Alabama
$936K +$37.3K +55 +4%
TCM
2911
Tandem Capital Management
New Jersey
$936K +$105K +155 +13%
RWM
2912
RMG Wealth Management
Wisconsin
$934K +$31.2K +46 +3%
JBA
2913
Johnson Bixby & Associates
Washington
$932K -$65.9K -97 -7%
IWA
2914
Invera Wealth Advisors
Oregon
$931K -$108K -159 -10%
PFG
2915
Prosperity Financial Group
California
$931K -$2.72K -4 -0.3%
FA
2916
Fermata Advisors
California
$930K -$153K -226 -14%
DFA
2917
DHJJ Financial Advisors
Illinois
$928K -$20.4K -30 -2%
PP
2918
Pearl Planning
Michigan
$927K +$919K +1,353 New
CISOA
2919
Capital Investment Services of America
Wisconsin
$925K +$59.1K +87 +7%
SKK
2920
Shepherd Kaplan Krochuk
Massachusetts
$921K – – –
MWA
2921
Muirfield Wealth Advisors
North Carolina
$921K -$82.8K -122 -8%
ECM
2922
Elgethun Capital Management
South Dakota
$921K -$29.2K -43 -3%
PIM
2923
Penobscot Investment Management
Massachusetts
$918K +$102K +150 +13%
WA
2924
Waystone Advisors
Washington
$916K +$909K +1,338 New
BCM
2925
Boreal Capital Management
Florida
$914K – – –
115 116
117
118 119