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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
2201
Tenret Company
Florida
$502K – – –
NWM
2202
NEIRG Wealth Management
Massachusetts
$501K – – –
AWC
2203
Adamsbrown Wealth Consultants
Kansas
$498K +$31.6K +82 +7%
IAG
2204
Ipsen Advisor Group
Arkansas
$498K +$501K +1,297 New
WFA
2205
WMG Financial Advisors
Tennessee
$497K -$85.7K -222 -15%
SW
2206
SMART Wealth
Nebraska
$496K +$498K +1,291 New
HFG
2207
Heron Financial Group
New York
$494K -$78.7K -204 -14%
CIP
2208
Chartwell Investment Partners
Pennsylvania
$494K – – –
SWA
2209
Sutton Wealth Advisors
Florida
$493K +$19.7K +51 +4%
GWA
2210
Geometric Wealth Advisors
District of Columbia
$493K +$496K +1,284 New
RRCM
2211
Rappaport Reiches Capital Management
Illinois
$493K – – –
KOMWMG
2212
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$492K -$47.1K -122 -9%
AFO
2213
Allie Family Office
Florida
$491K +$479K +1,242 New
PWP
2214
Principle Wealth Partners
Connecticut
$490K -$14.3K -37 -3%
WA1
2215
Wimmer Associates 1
California
$490K – – –
JF
2216
Joule Financial
Kentucky
$490K +$51.7K +134 +12%
IWS
2217
Insight Wealth Strategies
California
$489K -$9.65K -25 -2%
MFG
2218
Monte Financial Group
Connecticut
$488K -$121K -313 -20%
OIM
2219
Opus Investment Management
Massachusetts
$488K – – –
CWAG
2220
Compton Wealth Advisory Group
Virginia
$488K – – –
PCH
2221
PGIM Custom Harvest
New Jersey
$487K +$489K +1,267 New
PS
2222
Portfolio Strategies
New York
$484K – – –
DA
2223
Drake & Associates
Wisconsin
$483K +$220K +570 +83%
WF
2224
WoodTrust Financial
Wisconsin
$483K +$31.3K +81 +7%
IAS
2225
Insigneo Advisory Services
Florida
$483K +$485K +1,256 New
87 88
89
90 91