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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
WFA
2151
Wade Financial Advisory
California
$566K +$5.4K +14 +1%
SL
2152
Summitry LLC
California
$565K -$39K -101 -6%
SC
2153
Shearwater Capital
Colorado
$561K – – –
DI
2154
DDFG Inc
California
$558K +$561K +1,454 New
CWMGP
2155
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$558K +$1.16K +3 +0.2%
TPWM
2156
Twelve Points Wealth Management
Massachusetts
$557K +$16.2K +42 +3%
FRA
2157
Front Row Advisors
California
$556K +$2.7K +7 +0.5%
CAM
2158
Close Asset Management
United Kingdom
$555K -$3.86K -10 -0.7%
AC
2159
Apella Capital
Connecticut
$555K -$146K -379 -21%
WCA
2160
Waypoint Capital Advisors
Minnesota
$552K – – –
RP
2161
Riverwater Partners
Wisconsin
$551K +$554K +1,435 New
SFS
2162
Security Financial Services
Indiana
$551K -$98.8K -256 -15%
CF
2163
Convergence Financial
Missouri
$547K +$12.3K +32 +2%
WIM
2164
Warwick Investment Management
Texas
$547K +$2.7K +7 +0.5%
RCG
2165
Rock Creek Group
District of Columbia
$545K -$50.2K -130 -8%
EWP
2166
Engrave Wealth Partners
Texas
$542K +$772 +2 +0.1%
IWM
2167
Iams Wealth Management
Nebraska
$538K +$541K +1,401 New
MHB
2168
Midwest Heritage Bank
Iowa
$536K – – –
MBTD
2169
Mechanics Bank - Trust Department
California
$536K +$19.3K +50 +4%
GC
2170
Gibson Capital
Pennsylvania
$536K – – –
KAH
2171
Kathryn A. Hall
$532K -$329K -852 -38%
WKWM
2172
Walter & Keenan Wealth Management
Indiana
$531K +$534K +1,383 New
BSI
2173
Bennett Selby Investments
Maine
$531K -$13.9K -36 -3%
VFPI
2174
Vantage Financial Partners (Illinois)
Illinois
$531K +$78.7K +204 +17%
PA
2175
Prism Advisors
California
$531K – – –
85 86
87
88 89