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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
PEA
3126
Park Edge Advisors
Ohio
$384K -$35.6K -62 -9%
FDW
3127
Fourth Dimension Wealth
Ohio
$384K – – –
BW
3128
Balance Wealth
Ohio
$381K +$29.9K +52 +9%
IWP
3129
Invenio Wealth Partners
Florida
$381K – – –
LIA
3130
Lynx Investment Advisory
District of Columbia
$381K +$1.15K +2 +0.3%
WKSWA
3131
White Knight Strategic Wealth Advisors
New Jersey
$381K -$4.02K -7 -1%
LKIM
3132
Lawson Kroeker Investment Management
Nebraska
$380K – – –
BWL
3133
Beacon Wealthcare LLC
North Carolina
$380K +$5.17K +9 +1%
IIA
3134
IPG Investment Advisors
California
$379K -$12.6K -22 -3%
PD
3135
Planning Directions
Pennsylvania
$379K -$68.3K -119 -16%
BCM
3136
BluePath Capital Management
Georgia
$377K – – –
LK
3137
Lumbard & Kellner
New Hampshire
$376K -$41.3K -72 -11%
BF
3138
Brogan Financial
Tennessee
$376K +$1.15K +2 +0.3%
MCG
3139
McCollum Christoferson Group
New York
$376K – – –
KA
3140
Kearns & Associates
California
$376K – – –
SC
3141
Schiavi & Co
Delaware
$376K – – –
HIS
3142
Horizon Investment Services
Indiana
$375K – – –
FLA
3143
Financial Life Advisors
Texas
$374K – – –
VCM
3144
Verde Capital Management
Michigan
$374K -$22.4K -39 -6%
WN
3145
Williams & Novak
California
$373K – – –
NCM
3146
Neumann Capital Management
California
$373K -$48.8K -85 -12%
CBOR
3147
Community Bank of Raymore
Missouri
$373K – – –
GWM
3148
Graybill Wealth Management
Illinois
$373K – – –
WG
3149
Watchman Group
Texas
$372K +$344K +599 New
JWM
3150
JPL Wealth Management
Colorado
$371K -$64.9K -113 -16%
124 125
126
127 128