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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
2351
Waverton Investment Management
United Kingdom
$978K – – –
KFP
2352
Keener Financial Planning
Texas
$973K – – –
HSG
2353
Helen Stephens Group
Texas
$973K +$3.89K +7 +0.4%
PMG
2354
ProVise Management Group
Florida
$973K -$141K -254 -13%
RIL
2355
Rothschild Investment LLC
Illinois
$970K +$519K +933 +125%
MWA
2356
Muirfield Wealth Advisors
North Carolina
$967K -$75.6K -136 -8%
IWS
2357
Insight Wealth Strategies
California
$966K -$12.8K -23 -1%
PP
2358
Prosperity Planning
Missouri
$952K -$130K -233 -12%
WAOTB
2359
Wealth Advisors of Tampa Bay
Florida
$949K -$50K -90 -5%
AIS
2360
American Investment Services
Massachusetts
$949K -$36.1K -65 -4%
BMD
2361
Better Money Decisions
New Mexico
$946K -$118K -213 -12%
RCM
2362
RMR Capital Management
California
$945K – – –
SFP
2363
Sandbox Financial Partners
Maryland
$944K +$1.67K +3 +0.2%
PPW
2364
Parcion Private Wealth
Washington
$940K +$4.45K +8 +0.5%
LPP
2365
Life Planning Partners
Florida
$939K -$17.8K -32 -2%
SL
2366
Summitry LLC
California
$937K +$80.6K +145 +10%
BMA
2367
Brooks Moore & Associates
Tennessee
$937K – – –
TWM
2368
Tanager Wealth Management
United Kingdom
$934K +$378K +680 +72%
IFS
2369
Ifrah Financial Services
Arkansas
$931K +$143K +257 +19%
MHWM
2370
Montz Harcus Wealth Management
Louisiana
$930K +$3.34K +6 +0.4%
RRCM
2371
Rappaport Reiches Capital Management
Illinois
$929K – – –
APW
2372
Aurora Private Wealth
New Jersey
$929K +$1.11K +2 +0.1%
HFAS
2373
Hummer Financial Advisory Services
Illinois
$929K – – –
PS
2374
Portfolio Strategies
New York
$928K – – –
BRA
2375
Biechele Royce Advisors
Indiana
$918K -$286K -515 -24%
93 94
95
96 97