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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
IRAG
2276
Investment Research & Advisory Group
Georgia
$757K -$34.5K -77 -5%
OPCM
2277
Osborne Partners Capital Management
California
$755K +$408K +912 +136%
FW
2278
FirstPurpose Wealth
Utah
$755K -$4.48K -10 -0.6%
MIAS
2279
Mason Investment Advisory Services
Virginia
$754K – – –
FSA
2280
Financial Sense Advisors
California
$753K +$278K +620 +65%
WAM
2281
Worth Asset Management
Texas
$752K -$59.5K -133 -8%
NLP
2282
Next Level Private
New York
$749K +$895 +2 +0.1%
TFA
2283
TPG Financial Advisors
Oregon
$747K – – –
CMS
2284
Capital Market Strategies
Florida
$746K -$1.79K -4 -0.3%
PS
2285
Portfolio Strategies
New York
$745K – – –
FFG
2286
Frisch Financial Group
New York
$745K +$895 +2 +0.1%
NEWAS
2287
N.E.W. Advisory Services
Wisconsin
$744K -$32.2K -72 -4%
OFS
2288
OneAscent Financial Services
Alabama
$744K +$122K +272 +21%
WIM
2289
WealthPlan Investment Management
Nebraska
$743K +$34.9K +78 +5%
CCG
2290
Ceeto Capital Group
Florida
$743K – – –
RAM
2291
Ramirez Asset Management
New York
$743K – – –
ULWM
2292
Upper Left Wealth Management
Florida
$740K -$38.9K -87 -5%
CCT
2293
Capital City Trust
Florida
$737K – – –
HWM
2294
Horizons Wealth Management
North Carolina
$732K -$38.9K -87 -5%
YCM
2295
Yousif Capital Management
Michigan
$731K +$148K +330 +28%
SIAS
2296
Summit Investment Advisory Services
Minnesota
$728K -$68.9K -154 -9%
SWM
2297
Shakespeare Wealth Management
Wisconsin
$728K – – –
AWP
2298
Accretive Wealth Partners
New Jersey
$728K +$28.6K +64 +4%
IFA
2299
Interactive Financial Advisors
Illinois
$725K -$18.9M -42,333 -75%
RC
2300
Reik & Co
New York
$724K – – –
90 91
92
93 94