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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
LSWP
2951
Liberty Square Wealth Partners
Pennsylvania
$890K – – –
FNBOMD
2952
First National Bank of Mount Dora
Florida
$890K +$20.4K +30 +2%
1WA
2953
180 Wealth Advisors
Washington
$889K -$83.5K -123 -9%
DLCIG
2954
D.L. Carlson Investment Group
New Hampshire
$888K -$6.11K -9 -0.7%
NWMP
2955
Noble Wealth Management PBC
Colorado
$884K -$20.4K -30 -2%
CWAG
2956
Compton Wealth Advisory Group
Virginia
$882K – – –
FWWM
2957
Fiscal Wisdom Wealth Management
Connecticut
$878K +$135K +199 +18%
CCA
2958
Conservest Capital Advisors
Pennsylvania
$878K – – –
NPPM
2959
North Point Portfolio Managers
Ohio
$877K +$869K +1,280 New
PPA
2960
Pacific Point Advisors
California
$874K +$59.8K +88 +7%
FFP
2961
FourThought Financial Partners
Florida
$874K – – –
MEAC
2962
M.E. Allison & Co
Texas
$873K -$29.9K -44 -3%
AFO
2963
Arrowroot Family Office
California
$872K +$71.3K +105 +9%
KWM
2964
Kassira Wealth Management
Tennessee
$872K – – –
RWA
2965
Reicon Wealth Advisors
Georgia
$869K +$862K +1,269 New
TFA
2966
TPG Financial Advisors
Oregon
$869K – – –
AF
2967
Arrow Financial
New York
$867K -$40.1K -59 -4%
KFAS
2968
Keating Financial Advisory Services
Kansas
$867K +$859K +1,265 New
RWM
2969
Revisor Wealth Management
Ohio
$866K +$325K +478 +62%
MSR
2970
Main Street Research
Connecticut
$863K -$129K -190 -13%
VFG
2971
Victory Financial Group
Texas
$862K +$93K +137 +12%
NEWAS
2972
N.E.W. Advisory Services
Wisconsin
$860K +$8.15K +12 +1%
CF
2973
Convergence Financial
Missouri
$860K -$2.72K -4 -0.3%
SWM
2974
Shakespeare Wealth Management
Wisconsin
$858K +$4.07K +6 +0.5%
FFA
2975
Florida Financial Advisors
Florida
$857K -$5.43K -8 -0.6%
117 118
119
120 121