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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
2426
WealthTrust Asset Management
Florida
$290K +$1.54K +4 +0.5%
SPI
2427
Sutton Place Investors
New York
$289K -$10K -26 -3%
CSB
2428
City State Bank
Iowa
$289K -$104K -270 -21%
SEIA
2429
Signature Estate & Investment Advisors
California
$289K -$87.6K -227 -23%
OFS
2430
OneAscent Financial Services
Alabama
$289K +$33.2K +86 +13%
GFWA
2431
Grey Fox Wealth Advisors
Delaware
$288K +$289K +750 New
SAM
2432
Seelaus Asset Management
New Jersey
$288K – – –
JWCA
2433
J.W. Coons Advisors
Ohio
$287K – – –
BFA
2434
Bill Few Associates
Pennsylvania
$287K +$23.2K +60 +9%
PD
2435
Planning Directions
Pennsylvania
$285K +$772 +2 +0.3%
GCP
2436
Gill Capital Partners
Colorado
$284K -$3.09K -8 -1%
VT
2437
Vise Technologies
New York
$283K +$284K +736 New
RFN
2438
RDA Financial Network
Iowa
$283K -$35.9K -93 -11%
SSWM
2439
Strait & Sound Wealth Management
California
$282K +$272K +705 New
BCM
2440
Birch Capital Management
Texas
$281K +$282K +732 New
JWBC
2441
J.W. Burns & Co
New York
$281K – – –
FA
2442
Fiduciary Alliance
South Carolina
$280K +$281K +729 New
AWM
2443
AllSquare Wealth Management
New York
$280K -$19.3K -50 -6%
WTFG
2444
Wells Trecaso Financial Group
Ohio
$279K – – –
CFFP
2445
Center for Financial Planning
Michigan
$277K -$46.3K -120 -14%
AC
2446
Annandale Capital
Texas
$275K +$276K +716 New
AP
2447
Atwood & Palmer
Missouri
$275K – – –
BFIM
2448
Beese Fulmer Investment Management
Ohio
$274K +$275K +713 New
DIP
2449
DT Investment Partners
Pennsylvania
$274K – – –
CWP
2450
Cyndeo Wealth Partners
Florida
$273K +$274K +711 New
96 97
98
99 100