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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
DA
3151
Dash Acquisitions
California
$753K +$6.55K +9 +0.9%
SWM
3152
Seaside Wealth Management
California
$752K +$728 +1 +0.1%
DFA
3153
Delta Financial Advisors
Louisiana
$751K +$20.4K +28 +3%
AFP
3154
Arnold Financial Planning
Iowa
$749K +$728K +1,000 New
TC
3155
Tannin Capital
North Carolina
$747K -$2.19K -3 -0.3%
GFWA
3156
Grey Fox Wealth Advisors
Delaware
$747K +$103K +141 +16%
AIS
3157
American Investment Services
Massachusetts
$746K -$20.4K -28 -3%
OFA
3158
Orographic Financial Advisors
Colorado
$745K -$21.8K -30 -3%
CH
3159
Canton Hathaway
Rhode Island
$744K +$394K +541 +119%
BFS
3160
Beacon Financial Strategies
North Carolina
$744K +$50.2K +69 +7%
JWBC
3161
J.W. Burns & Co
New York
$742K +$168K +231 +30%
AIS
3162
Advocate Investing Services
Maryland
$740K +$56.8K +78 +9%
RWS
3163
Resolute Wealth Strategies
Mississippi
$739K +$728 +1 +0.1%
BHWA
3164
Beacon Harbor Wealth Advisors
Virginia
$739K +$481K +660 +203%
RCM
3165
Richardson Capital Management
Wisconsin
$738K – – –
RIM
3166
RW Investment Management
Idaho
$738K +$13.1K +18 +2%
CG
3167
CFO4Life Group
Texas
$736K -$96.8K -133 -12%
SI
3168
Stonekeep Investments
New Mexico
$736K -$11.7K -16 -2%
SLG
3169
Sanchez Levi Garrett
$733K +$713K +979 New
MGWA
3170
Monument Group Wealth Advisors
Massachusetts
$733K -$9.47K -13 -1%
BC
3171
BDFS Capital
Delaware
$730K -$712K -978 -50%
CCP
3172
Carmel Capital Partners
California
$729K – – –
USB
3173
Union Savings Bank
Connecticut
$729K – – –
WAM
3174
WealthTrust Asset Management
Florida
$729K – – –
CPWM
3175
Cypress Point Wealth Management
Texas
$726K +$4.37K +6 +0.6%
125 126
127
128 129