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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
BF
3176
Brogan Financial
Tennessee
$414K +$7.73K +12 +2%
POIA
3177
Pin Oak Investment Advisors
Texas
$412K – – –
FLA
3178
Financial Life Advisors
Texas
$412K +$8.37K +13 +2%
LIA
3179
Lynx Investment Advisory
District of Columbia
$412K +$1.29K +2 +0.3%
IWP
3180
Invenio Wealth Partners
Florida
$411K – – –
WKSWA
3181
White Knight Strategic Wealth Advisors
New Jersey
$410K – – –
LKIM
3182
Lawson Kroeker Investment Management
Nebraska
$410K – – –
MNA
3183
Manning & Napier Advisors
New York
$410K +$149K +232 +61%
LEFP
3184
Leading Edge Financial Planning
Tennessee
$409K -$37.4K -58 -9%
BCM
3185
BluePath Capital Management
Georgia
$407K +$644 +1 +0.2%
CA
3186
Carson Advisory
Georgia
$407K +$7.73K +12 +2%
IIA
3187
IPG Investment Advisors
California
$406K -$2.58K -4 -0.7%
ONSWM
3188
Old North State Wealth Management
North Carolina
$405K +$128K +198 +49%
MCG
3189
McCollum Christoferson Group
New York
$405K – – –
WG
3190
Watchman Group
Texas
$405K +$3.86K +6 +1%
KA
3191
Kearns & Associates
California
$405K – – –
HIS
3192
Horizon Investment Services
Indiana
$404K -$644 -1 -0.2%
WN
3193
Williams & Novak
California
$402K – – –
CBOR
3194
Community Bank of Raymore
Missouri
$402K – – –
GWM
3195
Graybill Wealth Management
Illinois
$402K – – –
NCM
3196
Neumann Capital Management
California
$402K – – –
SSWM
3197
Strait & Sound Wealth Management
California
$400K +$7.08K +11 +2%
JWM
3198
JPL Wealth Management
Colorado
$400K – – –
CHC
3199
City Holding Co
West Virginia
$400K -$52.8K -82 -12%
PC
3200
Permanens Capital
New York
$398K – – –
126 127
128
129 130