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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
IWN
2276
Independent Wealth Network
Iowa
$759K -$4.03K -9 -0.6%
AFG
2277
Altiora Financial Group
Ohio
$758K +$273K +611 +63%
IRAG
2278
Investment Research & Advisory Group
Georgia
$757K -$34.5K -77 -5%
OPCM
2279
Osborne Partners Capital Management
California
$755K +$408K +912 +136%
FW
2280
FirstPurpose Wealth
Utah
$755K -$4.48K -10 -0.6%
MIAS
2281
Mason Investment Advisory Services
Virginia
$754K – – –
FSA
2282
Financial Sense Advisors
California
$753K +$278K +620 +65%
WAM
2283
Worth Asset Management
Texas
$752K -$59.5K -133 -8%
NLP
2284
Next Level Private
New York
$749K +$895 +2 +0.1%
TFA
2285
TPG Financial Advisors
Oregon
$747K – – –
CMS
2286
Capital Market Strategies
Florida
$746K -$1.79K -4 -0.3%
PS
2287
Portfolio Strategies
New York
$745K – – –
FFG
2288
Frisch Financial Group
New York
$745K +$895 +2 +0.1%
NEWAS
2289
N.E.W. Advisory Services
Wisconsin
$744K -$32.2K -72 -4%
OFS
2290
OneAscent Financial Services
Alabama
$744K +$122K +272 +21%
WIM
2291
WealthPlan Investment Management
Nebraska
$743K +$34.9K +78 +5%
CCG
2292
Ceeto Capital Group
Florida
$743K – – –
RAM
2293
Ramirez Asset Management
New York
$743K – – –
ULWM
2294
Upper Left Wealth Management
Florida
$740K -$38.9K -87 -5%
CCT
2295
Capital City Trust
Florida
$737K – – –
HWM
2296
Horizons Wealth Management
North Carolina
$732K -$38.9K -87 -5%
YCM
2297
Yousif Capital Management
Michigan
$731K +$148K +330 +28%
SIAS
2298
Summit Investment Advisory Services
Minnesota
$728K -$68.9K -154 -9%
SWM
2299
Shakespeare Wealth Management
Wisconsin
$728K – – –
AWP
2300
Accretive Wealth Partners
New Jersey
$728K +$28.6K +64 +4%
90 91
92
93 94