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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
MAWAG
3176
Mid-American Wealth Advisory Group
Missouri
$417K +$29.6K +46 +8%
ACA
3177
American Capital Advisory
Idaho
$416K – – –
AIM
3178
Alhambra Investment Management
Florida
$416K +$30.3K +47 +8%
DSAM
3179
Dock Street Asset Management
Florida
$416K +$110K +171 +38%
DA
3180
Dover Advisors
Virginia
$415K -$12.9K -20 -3%
BF
3181
Brogan Financial
Tennessee
$414K +$7.73K +12 +2%
POIA
3182
Pin Oak Investment Advisors
Texas
$412K – – –
FLA
3183
Financial Life Advisors
Texas
$412K +$8.37K +13 +2%
LIA
3184
Lynx Investment Advisory
District of Columbia
$412K +$1.29K +2 +0.3%
IWP
3185
Invenio Wealth Partners
Florida
$411K – – –
WKSWA
3186
White Knight Strategic Wealth Advisors
New Jersey
$410K – – –
LKIM
3187
Lawson Kroeker Investment Management
Nebraska
$410K – – –
MNA
3188
Manning & Napier Advisors
New York
$410K +$149K +232 +61%
LEFP
3189
Leading Edge Financial Planning
Tennessee
$409K -$37.4K -58 -9%
BCM
3190
BluePath Capital Management
Georgia
$407K +$644 +1 +0.2%
CA
3191
Carson Advisory
Georgia
$407K +$7.73K +12 +2%
IIA
3192
IPG Investment Advisors
California
$406K -$2.58K -4 -0.7%
ONSWM
3193
Old North State Wealth Management
North Carolina
$405K +$128K +198 +49%
MCG
3194
McCollum Christoferson Group
New York
$405K – – –
WG
3195
Watchman Group
Texas
$405K +$3.86K +6 +1%
KA
3196
Kearns & Associates
California
$405K – – –
HIS
3197
Horizon Investment Services
Indiana
$404K -$644 -1 -0.2%
WN
3198
Williams & Novak
California
$402K – – –
CBOR
3199
Community Bank of Raymore
Missouri
$402K – – –
GWM
3200
Graybill Wealth Management
Illinois
$402K – – –
126 127
128
129 130