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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
BS
3276
BCI Securities
Florida
$545K +$540K +795 New
CFS
3277
CGC Financial Services
Oregon
$544K +$79.5K +117 +17%
FWM
3278
Foguth Wealth Management
Michigan
$543K +$537K +791 New
FLFS
3279
Family Legacy Financial Solutions
North Carolina
$543K – – –
SPWG
3280
Syntegra Private Wealth Group
Missouri
$543K +$11.5K +17 +2%
LJHT
3281
Laurie J. Hall Trustee
$542K – – –
UA
3282
URS Advisory
Florida
$541K +$536K +789 New
TFG
3283
Taylor Financial Group
Virginia
$540K -$679 -1 -0.1%
AFC
3284
Ares Financial Consulting
California
$540K +$536K +789 New
NA
3285
Nestegg Advisors
New York
$540K -$95.7K -141 -15%
MSFP
3286
Mark Sheptoff Financial Planning
Connecticut
$538K -$85.6K -126 -14%
CNTOF
3287
Canandaigua National Trust of Florida
New York
$536K – – –
RWB
3288
RMR Wealth Builders
New Jersey
$535K +$10.9K +16 +2%
TWM
3289
Trevian Wealth Management
Massachusetts
$534K -$8.15K -12 -2%
ESBC
3290
E.S. Barr & Co
Kentucky
$533K +$59.8K +88 +13%
OC
3291
Optima Capital
Oregon
$532K +$170K +250 +47%
PFA
3292
Petra Financial Advisors
Colorado
$532K -$23.8K -35 -4%
WW
3293
Westshore Wealth
California
$530K +$7.47K +11 +1%
NCM
3294
Noesis Capital Mangement
Florida
$530K -$25.1K -37 -5%
CWP
3295
Core Wealth Partners
California
$529K +$679 +1 +0.1%
CBT
3296
Crews Bank & Trust
Florida
$529K -$46.2K -68 -8%
SWM
3297
Sentinel Wealth Management
Virginia
$529K -$2.04K -3 -0.4%
E
3298
Evansbrook
Illinois
$529K +$524K +772 New
SOAG
3299
Silver Oak Advisory Group
Oregon
$528K -$153K -226 -23%
CPA
3300
Compass Planning Associates
Massachusetts
$526K +$1.36K +2 +0.3%
130 131
132
133 134