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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
W
2401
Wealthquest
Ohio
$1.84M -$130K -190 -6%
BFG
2402
Broussard Financial Group
Louisiana
$1.83M -$114K -167 -6%
CHWM
2403
Cauble & Harre Wealth Management
Missouri
$1.83M – – –
KCM
2404
Kornitzer Capital Management
Kansas
$1.82M -$97K -142 -5%
CRW
2405
Clarity Retirement & Wealth
Massachusetts
$1.82M -$116K -170 -6%
FCT
2406
First Community Trust
Iowa
$1.82M – – –
JWS
2407
Juncture Wealth Strategies
Arizona
$1.81M +$17.1K +25 +0.9%
CAAS
2408
Capital Asset Advisory Services
Michigan
$1.81M +$491K +719 +39%
HFAS
2409
Hummer Financial Advisory Services
Illinois
$1.81M +$41K +60 +2%
TF
2410
Theory Financial
Colorado
$1.81M +$46.4K +68 +3%
VAMG
2411
Voisard Asset Management Group
Michigan
$1.81M +$11.6K +17 +0.6%
BFIM
2412
Beese Fulmer Investment Management
Ohio
$1.8M -$8.19K -12 -0.4%
HL
2413
HeadInvest LLC
Maine
$1.79M -$13.7K -20 -0.7%
DWP
2414
Destiny Wealth Partners
Florida
$1.79M +$115K +168 +7%
SFA
2415
Seneca Financial Advisors
New York
$1.79M +$2.05K +3 +0.1%
BMWM
2416
Brown Miller Wealth Management
Virginia
$1.79M -$2.05K -3 -0.1%
FGWP
2417
Founders Grove Wealth Partners
Virginia
$1.78M – – –
NWA
2418
Navis Wealth Advisors
New York
$1.78M +$39.6K +58 +2%
QC
2419
Quent Capital
New York
$1.78M -$29.4K -43 -2%
FFM
2420
Fullerton Fund Management
Singapore
$1.78M -$2.19M -3,210 -54%
STA
2421
Shade Tree Advisors
New York
$1.78M – – –
OHIS
2422
Oak Harvest Investment Services
Texas
$1.77M -$130K -191 -7%
RA
2423
RoundAngle Advisors
New Jersey
$1.77M +$29.4K +43 +2%
KLI
2424
Kelman-Lazarov Inc
Tennessee
$1.77M +$73.1K +107 +4%
SI
2425
Saxon Interests
Texas
$1.76M -$8.88K -13 -0.5%
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