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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2401
CarsonAllaria Wealth Management
Illinois
$368K +$299K +669 +358%
IWP
2402
Invenio Wealth Partners
Florida
$366K +$30.4K +68 +9%
MAM
2403
McLean Asset Management
Virginia
$364K – – –
PFG
2404
Prosperity Financial Group
California
$363K -$176K -393 -32%
NWA
2405
Navis Wealth Advisors
New York
$361K +$2.24K +5 +0.6%
FIM
2406
Freedom Investment Management
Connecticut
$360K -$3.09M -6,901 -89%
SHA
2407
Seneca House Advisors
Virginia
$360K -$6.26K -14 -2%
WA
2408
WealthTrust Axiom
Pennsylvania
$359K – – –
POIA
2409
Pin Oak Investment Advisors
Texas
$359K – – –
SIA
2410
SkyView Investment Advisors
New Jersey
$359K +$138K +309 +59%
TFA
2411
Tobias Financial Advisors
Florida
$358K +$373K +834 New
FPGT
2412
Financial Partners Group (Tennessee)
Tennessee
$357K – – –
RTC
2413
Riverview Trust Company
Washington
$356K +$315K +705 +564%
LDB
2414
Lee, Danner & Bass
Tennessee
$355K -$33.5K -75 -8%
LA
2415
LVW Advisors
New York
$354K -$3.58K -8 -1%
RCS
2416
Retirement Capital Strategies
California
$354K – – –
KV
2417
Kickstand Ventures
New York
$353K +$367K +821 New
AIM
2418
Avity Investment Management
Connecticut
$352K – – –
MG
2419
MilWealth Group
Wisconsin
$351K -$48.8K -109 -12%
CFFP
2420
Center for Financial Planning
Michigan
$351K +$42.9K +96 +13%
PEA
2421
Park Edge Advisors
Ohio
$351K -$33.5K -75 -8%
EP
2422
EPIQ Partners
Minnesota
$350K +$30.4K +68 +9%
AA
2423
Aire Advisors
California
$349K +$364K +813 New
MAWA
2424
Moss Adams Wealth Advisors
Washington
$348K – – –
MIC
2425
Meridian Investment Counsel
California
$348K – – –
95 96
97
98 99