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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
DA
2226
Drake & Associates
Wisconsin
$483K +$220K +570 +83%
WF
2227
WoodTrust Financial
Wisconsin
$483K +$31.3K +81 +7%
IAS
2228
Insigneo Advisory Services
Florida
$483K +$485K +1,256 New
PFM
2229
Patton Fund Management
Texas
$482K -$14.4M -37,261 -97%
AW
2230
Avion Wealth
Texas
$482K – – –
OHIS
2231
Oak Harvest Investment Services
Texas
$482K -$197K -511 -29%
VCM
2232
Violich Capital Management
California
$481K – – –
TW
2233
TrinityPoint Wealth
Connecticut
$480K +$38.6K +100 +9%
ETIA
2234
Epic Trust Investment Advisors
Washington
$478K +$77.6K +201 +19%
BFAG
2235
Blackston Financial Advisory Group
Florida
$477K +$30.1K +78 +7%
AA
2236
AlphaQ Advisors
Florida
$476K +$850K +2,203 New
LA
2237
LVW Advisors
New York
$474K -$89.9K -233 -16%
OA
2238
Operose Advisors
Wisconsin
$472K +$303K +785 +177%
CWP
2239
Concord Wealth Partners
Virginia
$472K -$142K -369 -23%
FW
2240
FirstPurpose Wealth
Utah
$469K +$1.93K +5 +0.4%
HFS
2241
Haverford Financial Services
Pennsylvania
$469K +$44.4K +115 +10%
MAS
2242
Madden Advisory Services
Florida
$468K +$8.1K +21 +2%
MCM
2243
Morton Capital Management
California
$468K +$71K +184 +18%
SBF
2244
Sara-Bay Financial
Florida
$464K -$13.1K -34 -3%
SDWIA
2245
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$463K +$40.9K +106 +10%
MLL
2246
Moody Lynn & Lieberson
Massachusetts
$462K – – –
YCM
2247
Yousif Capital Management
Michigan
$461K – – –
FAM
2248
Fenimore Asset Management
New York
$461K – – –
PIFP
2249
Partners in Financial Planning
Virginia
$461K – – –
FFP
2250
FourThought Financial Partners
Florida
$460K +$462K +1,196 New
88 89
90
91 92