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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
DFA
2276
Delta Financial Advisors
Louisiana
$292K +$6.99K +17 +2%
GWSG
2277
GPS Wealth Strategies Group
Colorado
$291K -$69.1K -168 -18%
PW
2278
Peninsula Wealth
California
$291K +$1.23K +3 +0.4%
FA
2279
Fagan Associates
New York
$291K +$92.6K +225 +42%
MAM
2280
Meeder Asset Management
Ohio
$288K -$162K -395 -34%
WWMSC
2281
Wagner Wealth Management (South Carolina)
South Carolina
$286K -$721K -1,754 -70%
NL
2282
Navalign LLC
California
$286K -$5.35K -13 -2%
MWA
2283
Monograph Wealth Advisors
California
$286K – – –
CPC
2284
Consolidated Planning Corp
Georgia
$286K +$310K +754 New
WAM
2285
WealthTrust Asset Management
Florida
$285K +$823 +2 +0.3%
SAM
2286
Seelaus Asset Management
New Jersey
$284K -$24.7K -60 -7%
HFA
2287
HC Financial Advisors
California
$284K +$265K +644 +619%
BC
2288
Brio Consultants
California
$283K -$387K -942 -56%
AWAG
2289
ARS Wealth Advisors Group
Florida
$282K – – –
BAM
2290
Byrne Asset Management
New Jersey
$281K -$107K -259 -26%
PD
2291
Planning Directions
Pennsylvania
$280K +$411 +1 +0.1%
JWBC
2292
J.W. Burns & Co
New York
$277K – – –
SKK
2293
Shepherd Kaplan Krochuk
Massachusetts
$277K – – –
TCOK
2294
Trust Company of Kansas
Kansas
$277K – – –
AMBIA
2295
Allen Mooney & Barnes Investment Advisors
Georgia
$275K -$1.98M -4,803 -87%
BIA
2296
Biondo Investment Advisors
Pennsylvania
$275K – – –
WTFG
2297
Wells Trecaso Financial Group
Ohio
$275K – – –
TNAM
2298
Terra Nova Asset Management
New York
$275K +$823 +2 +0.3%
TA
2299
TruWealth Advisors
Louisiana
$274K +$59.6K +145 +25%
TSW
2300
Thompson Siegel & Walmsley
Virginia
$273K – – –
90 91
92
93 94