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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
3276
Brown Financial Advisors
Ohio
$506K +$294K +430 +125%
CWP
3277
Core Wealth Partners
California
$505K +$683 +1 +0.1%
SWM
3278
Sentinel Wealth Management
Virginia
$504K – – –
E
3279
Evansbrook
Illinois
$504K – – –
GC
3280
Grange Capital
Oregon
$504K +$19.8K +29 +4%
CPA
3281
Compass Planning Associates
Massachusetts
$503K +$1.37K +2 +0.3%
CWM
3282
Challenger Wealth Management
California
$503K +$1.37K +2 +0.3%
EAP
3283
Elevation Advisory Partners
Florida
$502K +$491K +719 New
CNTOF
3284
Canandaigua National Trust of Florida
New York
$502K -$10.2K -15 -2%
GG
3285
GenWealth Group
New Jersey
$501K -$25.2M -36,831 -98%
MIP
3286
Marietta Investment Partners
Wisconsin
$501K – – –
CAM
3287
Columbia Asset Management
Michigan
$500K – – –
PAM
3288
Palisade Asset Management
Minnesota
$499K +$51.9K +76 +11%
LF
3289
LifeSteps Financial
California
$498K +$25.9K +38 +5%
RCP
3290
Rothschild Capital Partners
New York
$498K +$103K +151 +25%
PC
3291
Payne Capital
Oregon
$498K -$212K -310 -29%
CBT
3292
Crews Bank & Trust
Florida
$498K -$6.83K -10 -1%
AA
3293
Apriem Advisors
California
$496K -$173K -253 -25%
JWBC
3294
J.W. Burns & Co
New York
$496K -$28K -41 -5%
OFO
3295
OneAscent Family Office
Alabama
$495K – – –
DPW
3296
DiNuzzo Private Wealth
Pennsylvania
$494K – – –
HZ
3297
Hixon Zuercher
Ohio
$493K -$8.42M -12,332 -94%
FF
3298
Finley Financial
Nevada
$493K – – –
FCT
3299
Family Capital Trust
Massachusetts
$493K +$1.37K +2 +0.3%
SOAG
3300
Silver Oak Advisory Group
Oregon
$493K -$11.6K -17 -2%
130 131
132
133 134