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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
LFG
2126
Lockerman Financial Group
California
$688K -$88.6K -198 -11%
IWN
2127
Independent Wealth Network
Iowa
$687K -$96.6K -216 -12%
PIA
2128
Pinion Investment Advisors
Kansas
$686K +$238K +533 +50%
FW
2129
FirstPurpose Wealth
Utah
$683K +$72K +161 +11%
WW
2130
Waterfront Wealth
Kansas
$679K -$134K -300 -16%
MIAS
2131
Mason Investment Advisory Services
Virginia
$678K -$59.5K -133 -8%
ISL
2132
Ingalls & Snyder LLC
New York
$675K -$268K -600 -28%
TW
2133
TrinityPoint Wealth
Connecticut
$674K +$137K +306 +24%
MMPW
2134
Mitchell McLeod Pugh & Williams
Alabama
$674K -$4.47K -10 -0.6%
TFA
2135
TPG Financial Advisors
Oregon
$673K -$179K -401 -20%
NLP
2136
Next Level Private
New York
$672K -$11.6K -26 -2%
CCG
2137
Ceeto Capital Group
Florida
$671K – – –
AFG
2138
Albion Financial Group
Utah
$670K -$4.69M -10,491 -87%
PS
2139
Portfolio Strategies
New York
$670K -$2.68K -6 -0.4%
FFG
2140
Frisch Financial Group
New York
$669K -$447 -1 -0.1%
RAM
2141
Ramirez Asset Management
New York
$668K +$696K +1,555 New
FPB
2142
First PREMIER Bank
South Dakota
$665K +$91.7K +205 +15%
FRA
2143
Front Row Advisors
California
$664K +$8.5K +19 +1%
VFPI
2144
Vantage Financial Partners (Illinois)
Illinois
$664K +$104K +233 +18%
CMS
2145
Capital Market Strategies
Florida
$664K +$9.39K +21 +1%
CCT
2146
Capital City Trust
Florida
$663K +$115K +256 +20%
CA
2147
Carson Advisory
Georgia
$660K -$8.95K -20 -1%
HIP
2148
HUB Investment Partners
Texas
$658K -$176K -394 -20%
TF
2149
Theory Financial
Colorado
$657K +$450K +1,006 +192%
SWM
2150
Shakespeare Wealth Management
Wisconsin
$654K +$51.4K +115 +8%
84 85
86
87 88