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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
TA
3176
Tactive Advisors
Florida
$628K -$245K -361 -28%
PMG
3177
Private Management Group
California
$628K +$679 +1 +0.1%
AGA
3178
Arkos Global Advisors
Texas
$628K +$25.8K +38 +4%
OPF
3179
Old Peak Finance
North Carolina
$628K +$623K +917 New
T
3180
Tidemark
California
$628K -$7.47K -11 -1%
AZ
3181
Alpha Zero
Florida
$627K +$33.3K +49 +6%
CCA
3182
Cravens & Co Advisors
Tennessee
$627K – – –
LFA
3183
Level Financial Advisors
New York
$627K +$13.6K +20 +2%
VPWA
3184
Vestia Personal Wealth Advisors
Indiana
$627K +$10.9K +16 +2%
MPCG
3185
Matrix Private Capital Group
New York
$626K – – –
EAM
3186
Everstar Asset Management
North Carolina
$626K -$51.6K -76 -8%
DB
3187
Dravo Bay
Delaware
$625K +$162K +239 +35%
AMBIA
3188
Allen Mooney & Barnes Investment Advisors
Georgia
$624K +$2.72K +4 +0.4%
WG
3189
Wellington Group
Indiana
$624K +$619K +911 New
BC
3190
Brio Consultants
California
$623K +$22.4K +33 +4%
FSA
3191
Financial Security Advisor
Virginia
$623K +$111K +164 +22%
PP
3192
Prosperity Planning
Missouri
$622K -$27.8K -41 -4%
JWM
3193
Jacksonville Wealth Management
Florida
$622K – – –
SFAM
3194
Sawyer Falduto Asset Management
Illinois
$620K +$615K +905 New
IWAO
3195
Independence Wealth Advisors (Ohio)
Ohio
$619K +$614K +904 New
PWP
3196
Parkwoods Wealth Partners
New York
$619K +$61.1K +90 +11%
M
3197
MATAURO
New York
$618K -$6.79K -10 -1%
MAWCM
3198
Mine & Arao Wealth Creation & Management
California
$616K -$2.04K -3 -0.3%
WH
3199
Willner & Heller
California
$616K -$10.2K -15 -2%
WCM
3200
Whitener Capital Management
North Carolina
$614K -$154K -227 -20%
126 127
128
129 130