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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
TWA
2301
Talisman Wealth Advisors
New Jersey
$922K -$5.26K -10 -0.6%
TI
2302
Trexquant Investment
Connecticut
$922K -$1.54M -2,924 -63%
LWCFA
2303
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$920K -$59.4K -113 -7%
HSG
2304
Helen Stephens Group
Texas
$919K +$883K +1,680 New
FNB
2305
Farmers National Bank
Kentucky
$918K -$5.26K -10 -0.6%
UAG
2306
United Advisor Group
Ohio
$916K +$434K +826 +98%
ULWM
2307
Upper Left Wealth Management
Florida
$912K +$149K +284 +21%
MGWM
2308
Marks Group Wealth Management
Minnesota
$912K +$65.7K +125 +8%
LPP
2309
Life Planning Partners
Florida
$908K +$101K +193 +13%
TWM
2310
Trinity Wealth Management
Pennsylvania
$906K -$64.2K -122 -7%
JBA
2311
Johnson Bixby & Associates
Washington
$899K – – –
RCM
2312
RMR Capital Management
California
$896K – – –
PWP
2313
Perfromance Wealth Partners
Illinois
$896K +$13.7K +26 +2%
SFP
2314
Sandbox Financial Partners
Maryland
$893K +$15.2K +29 +2%
JWM
2315
JFG Wealth Management
Colorado
$891K +$350K +665 +69%
BMA
2316
Brooks Moore & Associates
Tennessee
$889K – – –
PPW
2317
Parcion Private Wealth
Washington
$887K – – –
SSWM
2318
Smith Salley Wealth Management
North Carolina
$886K -$85.2K -162 -9%
DA
2319
Drake & Associates
Wisconsin
$885K +$1.58K +3 +0.2%
RRCM
2320
Rappaport Reiches Capital Management
Illinois
$882K +$186K +354 +28%
HFAS
2321
Hummer Financial Advisory Services
Illinois
$881K -$39.4K -75 -4%
PS
2322
Portfolio Strategies
New York
$880K -$13.7M -26,120 -94%
TVAMP
2323
Tennessee Valley Asset Management Partners
Tennessee
$880K +$1.58K +3 +0.2%
APW
2324
Aurora Private Wealth
New Jersey
$880K +$1.05K +2 +0.1%
MHWM
2325
Montz Harcus Wealth Management
Louisiana
$879K +$2.63K +5 +0.3%
91 92
93
94 95