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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
GWWM
2376
Great Waters Wealth Management
Minnesota
$625K +$9.85K +22 +2%
TC
2377
Tenret Company
Florida
$624K +$585K +1,307 New
DI
2378
DDFG Inc
California
$624K -$59.1K -132 -9%
ERIM
2379
Eagle Ridge Investment Management
Connecticut
$623K -$65.3K -146 -10%
DLCIG
2380
D.L. Carlson Investment Group
New Hampshire
$615K -$748K -1,671 -58%
CWAG
2381
Compton Wealth Advisory Group
Virginia
$615K – – –
ISL
2382
Ingalls & Snyder LLC
New York
$614K -$128K -287 -18%
CIP
2383
Chartwell Investment Partners
Pennsylvania
$614K – – –
MAM
2384
Milestone Asset Management
Pennsylvania
$612K +$2.69K +6 +0.5%
FI
2385
Financial Insights
Washington
$610K – – –
AC
2386
Apella Capital
Connecticut
$610K -$18.4K -41 -3%
WA1
2387
Wimmer Associates 1
California
$609K – – –
PFA
2388
Pathway Financial Advisors
Vermont
$605K +$448 +1 +0.1%
RCG
2389
Regatta Capital Group
California
$605K +$164K +366 +41%
FCA
2390
Fortis Capital Advisors
Kansas
$604K +$16.6K +37 +3%
IPW
2391
Impact Partnership Wealth
Georgia
$603K -$402K -898 -42%
MAS
2392
Madden Advisory Services
Florida
$602K -$68.5K -153 -11%
DA
2393
Drake & Associates
Wisconsin
$601K – – –
CI
2394
CPR Investments
Michigan
$601K +$563K +1,258 New
RRCM
2395
Rappaport Reiches Capital Management
Illinois
$600K – – –
CI
2396
Ceera Investments
Texas
$596K +$12.5K +28 +2%
LFGO
2397
Legacy Financial Group (Oklahoma)
Oklahoma
$595K +$17.5K +39 +3%
SHWM
2398
Smith & Howard Wealth Management
Georgia
$594K -$30.9K -69 -5%
PI
2399
PFG Investments
New York
$593K -$118K -264 -18%
PWA
2400
Provenance Wealth Advisors
Florida
$593K +$64K +143 +13%
94 95
96
97 98