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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
T
2201
TCWP
Ohio
$585K -$28.2K -63 -4%
CAM
2202
Close Asset Management
United Kingdom
$584K – – –
TWD
2203
True Wealth Design
Ohio
$583K -$214K -478 -26%
IWS
2204
Insight Wealth Strategies
California
$583K – – –
SM
2205
Sensible Money
Arizona
$579K +$55K +123 +10%
B
2206
Bensler
Washington
$579K -$20.6K -46 -3%
SAMC
2207
Spectrum Asset Management (California)
California
$578K -$1.79K -4 -0.3%
IA
2208
Inspire Advisors
Idaho
$578K +$130K +290 +27%
LJHT
2209
Laurie J. Hall Trustee
$578K – – –
AW
2210
Avion Wealth
Texas
$577K – – –
AGA
2211
Arkos Global Advisors
Texas
$577K +$8.5K +19 +1%
AC
2212
Apella Capital
Connecticut
$575K -$66.2K -148 -10%
ML
2213
Mayport LLC
Massachusetts
$573K – – –
GA
2214
GoalVest Advisory
New York
$570K +$164K +367 +38%
SWA
2215
Sutton Wealth Advisors
Florida
$567K – – –
LWMT
2216
Legacy Wealth Management (Tennessee)
Tennessee
$567K – – –
TSA
2217
Tri-Star Advisors
Texas
$566K – – –
RFA
2218
Register Financial Advisors
Georgia
$564K +$64K +143 +12%
SHWM
2219
Smith & Howard Wealth Management
Georgia
$564K -$51.9K -116 -8%
WIM
2220
Warwick Investment Management
Texas
$564K -$18.8K -42 -3%
GWWM
2221
Great Waters Wealth Management
Minnesota
$563K +$895 +2 +0.2%
WCM
2222
Whitener Capital Management
North Carolina
$563K -$153K -341 -21%
CCG
2223
Chatham Capital Group
Georgia
$562K +$25.5K +57 +5%
OFS
2224
OneAscent Financial Services
Alabama
$555K +$575K +1,285 New
CWAG
2225
Compton Wealth Advisory Group
Virginia
$553K +$8.05K +18 +1%
87 88
89
90 91