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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
MAFA
3051
MJT & Associates Financial Advisory
Minnesota
$708K – – –
RI
3052
Ruggiero Investments
Florida
$707K – – –
IWP
3053
Insight Wealth Partners
Texas
$705K +$264K +386 +56%
LSL
3054
Legacy Solutions LLC
Pennsylvania
$705K -$68.3K -100 -8%
SF
3055
Slagle Financial
Illinois
$703K +$62.1K +91 +9%
MF
3056
Manuka Financial
Virginia
$702K -$54.6K -80 -7%
TAM
3057
Townsend Asset Management
North Carolina
$698K +$10.2K +15 +1%
IWMO
3058
Integrated Wealth Management (Ohio)
Ohio
$697K -$287K -421 -28%
KFG
3059
Kelly Financial Group
Connecticut
$697K +$25.9K +38 +4%
RFN
3060
RDA Financial Network
Iowa
$697K +$81.3K +119 +13%
SHA
3061
Seneca House Advisors
Virginia
$689K – – –
NPFS
3062
Novak & Powell Financial Services
Florida
$689K +$140K +205 +24%
USWIA
3063
UP Strategic Wealth Investment Advisors
Pennsylvania
$687K -$20.5K -30 -3%
MWM
3064
Manske Wealth Management
Texas
$687K -$71.7K -105 -9%
MWM
3065
Mascagni Wealth Management
Mississippi
$687K – – –
TSWM
3066
Triangle Securities Wealth Management
North Carolina
$687K +$60.8K +89 +9%
WW
3067
Westshore Wealth
California
$686K +$188K +276 +36%
SOADOR
3068
State of Alaska Department of Revenue
Alaska
$685K -$382K -560 -35%
DA
3069
Dash Acquisitions
California
$684K -$8.19K -12 -1%
RC
3070
Resolute Capital
South Carolina
$684K -$8.88K -13 -1%
WSWA
3071
Warren Street Wealth Advisors
California
$683K – – –
BW
3072
Bravera Wealth
North Dakota
$683K +$78.5K +115 +12%
KJWM
3073
Kiley Juergens Wealth Management
Washington
$681K +$712K +1,042 New
PWS
3074
Pursuit Wealth Strategies
North Carolina
$680K +$683 +1 +0.1%
PF
3075
Parker Financial
Washington
$679K -$397K -582 -36%
121 122
123
124 125