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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
FWWM
2951
Fiscal Wisdom Wealth Management
Connecticut
$878K +$135K +199 +18%
CCA
2952
Conservest Capital Advisors
Pennsylvania
$878K – – –
NPPM
2953
North Point Portfolio Managers
Ohio
$877K +$869K +1,280 New
PPA
2954
Pacific Point Advisors
California
$874K +$59.8K +88 +7%
FFP
2955
FourThought Financial Partners
Florida
$874K – – –
MEAC
2956
M.E. Allison & Co
Texas
$873K -$29.9K -44 -3%
AFO
2957
Arrowroot Family Office
California
$872K +$71.3K +105 +9%
KWM
2958
Kassira Wealth Management
Tennessee
$872K – – –
RWA
2959
Reicon Wealth Advisors
Georgia
$869K +$862K +1,269 New
TFA
2960
TPG Financial Advisors
Oregon
$869K – – –
AF
2961
Arrow Financial
New York
$867K -$40.1K -59 -4%
KFAS
2962
Keating Financial Advisory Services
Kansas
$867K +$859K +1,265 New
RWM
2963
Revisor Wealth Management
Ohio
$866K +$325K +478 +62%
MSR
2964
Main Street Research
Connecticut
$863K -$129K -190 -13%
VFG
2965
Victory Financial Group
Texas
$862K +$93K +137 +12%
NEWAS
2966
N.E.W. Advisory Services
Wisconsin
$860K +$8.15K +12 +1%
CF
2967
Convergence Financial
Missouri
$860K -$2.72K -4 -0.3%
SWM
2968
Shakespeare Wealth Management
Wisconsin
$858K +$4.07K +6 +0.5%
FFA
2969
Florida Financial Advisors
Florida
$857K -$5.43K -8 -0.6%
NL
2970
Navalign LLC
California
$857K -$37.3K -55 -4%
HCM
2971
Hudson Capital Management
New Jersey
$856K -$78.1K -115 -8%
WMA
2972
West Michigan Advisors
Michigan
$855K +$122K +180 +17%
TFGT
2973
TS Financial Group (TSFG)
Illinois
$854K -$45.5K -67 -5%
AIA
2974
AssuredPartners Investment Advisors
Florida
$853K +$291K +428 +52%
GAA
2975
Global Assets Advisory
Florida
$853K -$158K -232 -16%
117 118
119
120 121