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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
TA
2376
TruWealth Advisors
Louisiana
$330K – – –
TF
2377
Theory Financial
Colorado
$330K +$331K +859 New
VAG
2378
VisionPoint Advisory Group
Texas
$330K +$307K +795 New
MRCM
2379
M&R Capital Management
New Jersey
$328K – – –
TWM
2380
TMD Wealth Management
Arizona
$327K – – –
FWA
2381
FSC Wealth Advisors
New York
$327K +$57.1K +148 +21%
FWM
2382
Finer Wealth Management
Massachusetts
$327K -$5.79K -15 -2%
BFS
2383
Bickling Financial Services
Massachusetts
$326K +$14.3K +37 +5%
ACM
2384
Alpha Capital Management
Texas
$326K +$8.88K +23 +3%
ZIG
2385
Zurich Insurance Group
Switzerland
$324K – – –
MA
2386
Mezzasalma Advisors
New Jersey
$323K -$23.9K -62 -7%
RCM
2387
Radnor Capital Management
Pennsylvania
$320K – – –
IHWM
2388
Iron Horse Wealth Management
Iowa
$319K +$320K +830 New
NAMM
2389
NorthStar Asset Management (Massachusetts)
Massachusetts
$317K – – –
FPGT
2390
Financial Partners Group (Tennessee)
Tennessee
$317K +$319K +826 New
NWA
2391
Navis Wealth Advisors
New York
$317K +$20.1K +52 +7%
RCS
2392
Retirement Capital Strategies
California
$317K – – –
AIM
2393
Avity Investment Management
Connecticut
$315K – – –
AIM
2394
Axiom Investment Management
New York
$315K -$257K -667 -45%
PRWA
2395
Platte River Wealth Advisors
Colorado
$314K +$47.9K +124 +18%
CWA
2396
Continuum Wealth Advisors
New York
$314K +$315K +817 New
CNC
2397
Citizens & Northern Corp
Pennsylvania
$313K – – –
HIA
2398
HTG Investment Advisors
Connecticut
$311K +$313K +810 New
CRWM
2399
Castle Rock Wealth Management
California
$310K +$294K +763 New
RCC
2400
Red Cedar Capital
Nebraska
$309K – – –
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