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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
2951
Mascagni Wealth Management
Mississippi
$624K -$3.22K -5 -0.5%
RFA
2952
Reyes Financial Architecture
California
$622K – – –
NA
2953
Nestegg Advisors
New York
$622K +$7.73K +12 +1%
SHWM
2954
Smith & Howard Wealth Management
Georgia
$622K -$9.66K -15 -2%
T
2955
Tidemark
California
$621K – – –
GFWA
2956
Grey Fox Wealth Advisors
Delaware
$620K -$9.66K -15 -2%
BFS
2957
Beacon Financial Strategies
North Carolina
$619K – – –
TSW
2958
Thompson Siegel & Walmsley
Virginia
$618K -$41.2K -64 -6%
MSWM
2959
Mowery & Schoenfeld Wealth Management
Illinois
$617K – – –
PMG
2960
Private Management Group
California
$613K -$50.9K -79 -8%
LCM
2961
LVM Capital Management
Michigan
$613K +$8.37K +13 +1%
WH
2962
Willner & Heller
California
$613K -$1.29K -2 -0.2%
MPCG
2963
Matrix Private Capital Group
New York
$612K – – –
EA
2964
Eclectic Associates
California
$612K +$644 +1 +0.1%
M
2965
MATAURO
New York
$610K -$14.2K -22 -2%
MSFP
2966
Mark Sheptoff Financial Planning
Connecticut
$610K – – –
AWA
2967
A4 Wealth Advisors
North Carolina
$608K +$585K +909 New
AMBIA
2968
Allen Mooney & Barnes Investment Advisors
Georgia
$608K -$25.1K -39 -4%
JWM
2969
Jacksonville Wealth Management
Florida
$608K – – –
AWM
2970
Atticus Wealth Management
Florida
$607K +$216K +335 +59%
JAA
2971
Joel Adams & Associates
North Carolina
$607K +$2.58K +4 +0.4%
AWA
2972
Acorn Wealth Advisors
Michigan
$605K +$285K +442 +95%
RW
2973
RVW Wealth
California
$604K -$17.4K -27 -3%
MAWCM
2974
Mine & Arao Wealth Creation & Management
California
$604K +$1.93K +3 +0.3%
MFG
2975
Monte Financial Group
Connecticut
$603K -$10.9K -17 -2%
117 118
119
120 121