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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
HSG
2351
Helen Stephens Group
Texas
$973K +$3.89K +7 +0.4%
PMG
2352
ProVise Management Group
Florida
$973K -$141K -254 -13%
RIL
2353
Rothschild Investment LLC
Illinois
$970K +$519K +933 +125%
MWA
2354
Muirfield Wealth Advisors
North Carolina
$967K -$75.6K -136 -8%
IWS
2355
Insight Wealth Strategies
California
$966K -$12.8K -23 -1%
PP
2356
Prosperity Planning
Missouri
$952K -$130K -233 -12%
WAOTB
2357
Wealth Advisors of Tampa Bay
Florida
$949K -$50K -90 -5%
AIS
2358
American Investment Services
Massachusetts
$949K -$36.1K -65 -4%
BMD
2359
Better Money Decisions
New Mexico
$946K -$118K -213 -12%
RCM
2360
RMR Capital Management
California
$945K – – –
SFP
2361
Sandbox Financial Partners
Maryland
$944K +$1.67K +3 +0.2%
PPW
2362
Parcion Private Wealth
Washington
$940K +$4.45K +8 +0.5%
LPP
2363
Life Planning Partners
Florida
$939K -$17.8K -32 -2%
SL
2364
Summitry LLC
California
$937K +$80.6K +145 +10%
BMA
2365
Brooks Moore & Associates
Tennessee
$937K – – –
TWM
2366
Tanager Wealth Management
United Kingdom
$934K +$378K +680 +72%
IFS
2367
Ifrah Financial Services
Arkansas
$931K +$143K +257 +19%
MHWM
2368
Montz Harcus Wealth Management
Louisiana
$930K +$3.34K +6 +0.4%
RRCM
2369
Rappaport Reiches Capital Management
Illinois
$929K – – –
APW
2370
Aurora Private Wealth
New Jersey
$929K +$1.11K +2 +0.1%
HFAS
2371
Hummer Financial Advisory Services
Illinois
$929K – – –
PS
2372
Portfolio Strategies
New York
$928K – – –
BRA
2373
Biechele Royce Advisors
Indiana
$918K -$286K -515 -24%
WKWM
2374
Walter & Keenan Wealth Management
Indiana
$917K – – –
MWM
2375
Meritas Wealth Management
California
$917K – – –
93 94
95
96 97