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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
1801
Maxele Advisors
Missouri
$3.74M -$130K -227 -4%
LFA
1802
Legacy Financial Advisors
Kentucky
$3.74M +$276K +481 +9%
CCP
1803
Clarkston Capital Partners
Michigan
$3.74M -$20.7K -36 -0.6%
TAP
1804
Tounjian Advisory Partners
Florida
$3.73M -$9.19K -16 -0.2%
FPW
1805
Flywheel Private Wealth
California
$3.73M -$187K -326 -5%
GHA
1806
GW Henssler & Associates
Georgia
$3.73M +$953K +1,659 +38%
BWA
1807
BCU Wealth Advisors
Illinois
$3.72M -$3.05M -5,315 -47%
AWA
1808
Aaron Wealth Advisors
Illinois
$3.71M +$288K +502 +9%
GF
1809
Goodman Financial
Texas
$3.7M -$12.1K -21 -0.4%
FBT
1810
First Bank & Trust
South Dakota
$3.69M +$474K +825 +16%
ZIC
1811
ZWJ Investment Counsel
Georgia
$3.68M -$343K -597 -9%
KWM
1812
Kaydan Wealth Management
Michigan
$3.66M +$566K +986 +20%
VAG
1813
VisionPoint Advisory Group
Texas
$3.65M +$2.82M +4,903 +500%
FBFS
1814
First Business Financial Services
Wisconsin
$3.65M – – –
WA
1815
WESPAC Advisors
California
$3.64M -$1.02M -1,770 -23%
CCM
1816
Condor Capital Management
New Jersey
$3.64M -$68.9K -120 -2%
CFP
1817
Comprehensive Financial Planning
Pennsylvania
$3.63M +$204K +356 +6%
MAV
1818
Mason & Associates (Virginia)
Virginia
$3.62M -$78.1K -136 -2%
LFP
1819
Leeward Financial Partners
Washington
$3.62M +$4.59K +8 +0.1%
CL
1820
CIM LLC
New York
$3.62M -$12.6K -22 -0.4%
PCM
1821
Palisade Capital Management
New Jersey
$3.62M +$109K +189 +3%
FB
1822
First Bancorp
Maine
$3.62M -$339K -591 -9%
AIM
1823
Aspen Investment Management
Michigan
$3.6M – – –
SWGC
1824
Summit Wealth Group (Colorado)
Colorado
$3.6M +$3.32M +5,790 New
WFMPM
1825
Woodley Farra Manion Portfolio Management
Indiana
$3.58M -$133K -232 -4%
71 72
73
74 75