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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
RFN
3001
RDA Financial Network
Iowa
$943K +$141K +194 +18%
FA
3002
Fairlight Advisors
California
$940K +$914K +1,255 New
FFA
3003
Frazier Financial Advisors
Ohio
$938K -$266K -365 -23%
NWMP
3004
Noble Wealth Management PBC
Colorado
$937K -$15.3K -21 -2%
IWP
3005
Insight Wealth Partners
Texas
$934K +$122K +167 +15%
CANC
3006
Culbertson A N & Co
Virginia
$932K -$36.4K -50 -4%
APW
3007
Aventura Private Wealth
Florida
$932K +$309K +424 +52%
IC
3008
Inscription Capital
Texas
$931K +$2.19K +3 +0.2%
NEWAS
3009
N.E.W. Advisory Services
Wisconsin
$931K -$35K -48 -4%
BW
3010
BostonPremier Wealth
Massachusetts
$929K – – –
DFA
3011
DHJJ Financial Advisors
Illinois
$924K -$29.1K -40 -3%
WWA
3012
Wealth Watch Advisors
Colorado
$922K +$216K +297 +32%
MAS
3013
Madden Advisory Services
Florida
$919K -$3.64K -5 -0.4%
AFA
3014
Avant Financial Advisors
Texas
$918K – – –
IWA
3015
Invera Wealth Advisors
Oregon
$918K +$728 +1 +0.1%
CFSG
3016
Community Financial Services Group
Vermont
$917K +$16K +22 +2%
PS
3017
Pinney & Scofield
Massachusetts
$916K -$27.7K -38 -3%
IWP
3018
Innova Wealth Partners
Pennsylvania
$915K – – –
CCA
3019
Conservest Capital Advisors
Pennsylvania
$912K – – –
MP
3020
Moment Partners
California
$910K -$7.28K -10 -0.8%
CLP
3021
Charis Legacy Partners
Texas
$910K – – –
HPIA
3022
Hamilton Point Investment Advisors
North Carolina
$910K – – –
GAA
3023
Global Assets Advisory
Florida
$910K +$45.1K +62 +5%
GFP
3024
Guardian Financial Partners
California
$908K -$141K -194 -14%
AIMA
3025
Ables Iannone Moore & Associates
Georgia
$908K -$2.91K -4 -0.3%
119 120
121
122 123