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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
LFS
3126
Littlejohn Financial Services
Oregon
$753K -$242K -332 -25%
JWM
3127
Jacksonville Wealth Management
Florida
$753K – – –
DA
3128
Dash Acquisitions
California
$753K +$6.55K +9 +0.9%
SWM
3129
Seaside Wealth Management
California
$752K +$728 +1 +0.1%
DFA
3130
Delta Financial Advisors
Louisiana
$751K +$20.4K +28 +3%
AFP
3131
Arnold Financial Planning
Iowa
$749K +$728K +1,000 New
TC
3132
Tannin Capital
North Carolina
$747K -$2.19K -3 -0.3%
GFWA
3133
Grey Fox Wealth Advisors
Delaware
$747K +$103K +141 +16%
AIS
3134
American Investment Services
Massachusetts
$746K -$20.4K -28 -3%
OFA
3135
Orographic Financial Advisors
Colorado
$745K -$21.8K -30 -3%
CH
3136
Canton Hathaway
Rhode Island
$744K +$394K +541 +119%
BFS
3137
Beacon Financial Strategies
North Carolina
$744K +$50.2K +69 +7%
JWBC
3138
J.W. Burns & Co
New York
$742K +$168K +231 +30%
AIS
3139
Advocate Investing Services
Maryland
$740K +$56.8K +78 +9%
RWS
3140
Resolute Wealth Strategies
Mississippi
$739K +$728 +1 +0.1%
BHWA
3141
Beacon Harbor Wealth Advisors
Virginia
$739K +$481K +660 +203%
RCM
3142
Richardson Capital Management
Wisconsin
$738K – – –
RIM
3143
RW Investment Management
Idaho
$738K +$13.1K +18 +2%
CG
3144
CFO4Life Group
Texas
$736K -$96.8K -133 -12%
SI
3145
Stonekeep Investments
New Mexico
$736K -$11.7K -16 -2%
SLG
3146
Sanchez Levi Garrett
$733K +$713K +979 New
MGWA
3147
Monument Group Wealth Advisors
Massachusetts
$733K -$9.47K -13 -1%
BC
3148
BDFS Capital
Delaware
$730K -$712K -978 -50%
CCP
3149
Carmel Capital Partners
California
$729K – – –
USB
3150
Union Savings Bank
Connecticut
$729K – – –
124 125
126
127 128