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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
TPA
2126
Trivium Point Advisory
Connecticut
$691K +$25K +56 +4%
SWM
2127
Seaside Wealth Management
California
$688K – – –
LFG
2128
Lockerman Financial Group
California
$688K -$88.6K -198 -11%
IWN
2129
Independent Wealth Network
Iowa
$687K -$96.6K -216 -12%
PIA
2130
Pinion Investment Advisors
Kansas
$686K +$238K +533 +50%
FW
2131
FirstPurpose Wealth
Utah
$683K +$72K +161 +11%
WW
2132
Waterfront Wealth
Kansas
$679K -$134K -300 -16%
MIAS
2133
Mason Investment Advisory Services
Virginia
$678K -$59.5K -133 -8%
ISL
2134
Ingalls & Snyder LLC
New York
$675K -$268K -600 -28%
TW
2135
TrinityPoint Wealth
Connecticut
$674K +$137K +306 +24%
MMPW
2136
Mitchell McLeod Pugh & Williams
Alabama
$674K -$4.47K -10 -0.6%
TFA
2137
TPG Financial Advisors
Oregon
$673K -$179K -401 -20%
NLP
2138
Next Level Private
New York
$672K -$11.6K -26 -2%
CCG
2139
Ceeto Capital Group
Florida
$671K – – –
AFG
2140
Albion Financial Group
Utah
$670K -$4.69M -10,491 -87%
PS
2141
Portfolio Strategies
New York
$670K -$2.68K -6 -0.4%
FFG
2142
Frisch Financial Group
New York
$669K -$447 -1 -0.1%
RAM
2143
Ramirez Asset Management
New York
$668K +$696K +1,555 New
FPB
2144
First PREMIER Bank
South Dakota
$665K +$91.7K +205 +15%
FRA
2145
Front Row Advisors
California
$664K +$8.5K +19 +1%
VFPI
2146
Vantage Financial Partners (Illinois)
Illinois
$664K +$104K +233 +18%
CMS
2147
Capital Market Strategies
Florida
$664K +$9.39K +21 +1%
CCT
2148
Capital City Trust
Florida
$663K +$115K +256 +20%
CA
2149
Carson Advisory
Georgia
$660K -$8.95K -20 -1%
HIP
2150
HUB Investment Partners
Texas
$658K -$176K -394 -20%
84 85
86
87 88