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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
FPGT
2376
Financial Partners Group (Tennessee)
Tennessee
$371K +$1.26K +3 +0.4%
IHWM
2377
Iron Horse Wealth Management
Iowa
$370K – – –
I
2378
IMPACTfolio
Colorado
$369K +$349K +829 New
GC
2379
Garde Capital
Washington
$369K -$6.74K -16 -2%
FSG
2380
Financial Strategies Group
Michigan
$368K -$318K -754 -48%
RCS
2381
Retirement Capital Strategies
California
$367K – – –
AIM
2382
Avity Investment Management
Connecticut
$365K – – –
CFA
2383
Capstone Financial Advisors
Illinois
$364K -$28.2K -67 -8%
ESBC
2384
E.S. Barr & Co
Kentucky
$361K +$342K +811 New
MIC
2385
Meridian Investment Counsel
California
$361K +$63.2K +150 +23%
RW
2386
RVW Wealth
California
$360K +$341K +808 New
MAWA
2387
Moss Adams Wealth Advisors
Washington
$359K -$8.43K -20 -2%
PAWA
2388
Palo Alto Wealth Advisors
California
$359K -$25.3K -60 -7%
CAM
2389
Columbia Asset Management
Michigan
$358K +$39.6K +94 +13%
TPW
2390
TL Private Wealth
Texas
$358K +$1.26K +3 +0.4%
FWP
2391
Falcon Wealth Planning
California
$354K +$83K +197 +33%
GWAG
2392
Garrett Wealth Advisory Group
Texas
$354K – – –
AC
2393
AIFG Consultants
New York
$354K +$421 +1 +0.1%
BWM
2394
BlackDiamond Wealth Management
New York
$352K +$6.74K +16 +2%
CAP
2395
Columbia Advisory Partners
Washington
$352K -$119K -282 -26%
MFG
2396
Monte Financial Group
Connecticut
$349K -$218K -518 -40%
IWP
2397
Invenio Wealth Partners
Florida
$349K +$330K +784 New
SWM
2398
SFG Wealth Management
Maryland
$349K -$32.9K -78 -9%
PW
2399
Peninsula Wealth
California
$348K +$843 +2 +0.3%
CNC
2400
Citizens & Northern Corp
Pennsylvania
$346K -$16.4K -39 -5%
94 95
96
97 98