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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
3176
Mascagni Wealth Management
Mississippi
$699K -$85.9K -118 -11%
PCM
3177
Passive Capital Management
Maryland
$699K +$48.1K +66 +7%
MPCG
3178
Matrix Private Capital Group
New York
$697K +$11.7K +16 +2%
BMWS
3179
Brady Martz Wealth Solutions
North Dakota
$696K +$20.4K +28 +3%
TWM
3180
Timmons Wealth Management
Massachusetts
$696K -$8.74K -12 -1%
FSA
3181
Financial Security Advisor
Virginia
$695K +$13.1K +18 +2%
GSF
3182
Grove Street Fiduciary
New Hampshire
$695K – – –
MKA
3183
M. Kulyk & Associates
Georgia
$693K -$376K -516 -36%
KWA
3184
Kellett Wealth Advisors
Ohio
$693K +$283K +388 +72%
DWA
3185
Dougherty Wealth Advisers
Minnesota
$690K – – –
MSWM
3186
Mowery & Schoenfeld Wealth Management
Illinois
$690K – – –
JWM
3187
JPL Wealth Management
Colorado
$690K -$39.3K -54 -6%
RFA
3188
Reyes Financial Architecture
California
$685K +$21.1K +29 +3%
AWM
3189
Austin Wealth Management
Texas
$685K +$7.28K +10 +1%
AGA
3190
Arkos Global Advisors
Texas
$685K +$1.46K +2 +0.2%
RIP
3191
Reliant Investment Partners
North Carolina
$684K +$29.1K +40 +5%
SFG
3192
Synergy Financial Group
California
$684K – – –
LWM
3193
Lodestone Wealth Management
Washington
$681K – – –
CP
3194
Cornerstone Planning
North Carolina
$679K – – –
BWM
3195
BNC Wealth Management
Oregon
$678K – – –
SFAM
3196
Sawyer Falduto Asset Management
Illinois
$678K – – –
CFG
3197
Clayton Financial Group
Missouri
$677K -$76.5K -105 -10%
CC
3198
Cypress Capital
Tennessee
$675K +$5.83K +8 +0.9%
CFP
3199
Curran Financial Partners
South Carolina
$675K +$42.2K +58 +7%
MAWCM
3200
Mine & Arao Wealth Creation & Management
California
$674K – – –
126 127
128
129 130