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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
2426
Fagan Associates
New York
$295K – – –
LDB
2427
Lee, Danner & Bass
Tennessee
$291K -$9.65K -25 -3%
MWA
2428
Monograph Wealth Advisors
California
$290K – – –
WAM
2429
WealthTrust Asset Management
Florida
$290K +$1.54K +4 +0.5%
SPI
2430
Sutton Place Investors
New York
$289K -$10K -26 -3%
CSB
2431
City State Bank
Iowa
$289K -$104K -270 -21%
SEIA
2432
Signature Estate & Investment Advisors
California
$289K -$87.6K -227 -23%
OFS
2433
OneAscent Financial Services
Alabama
$289K +$33.2K +86 +13%
GFWA
2434
Grey Fox Wealth Advisors
Delaware
$288K +$289K +750 New
SAM
2435
Seelaus Asset Management
New Jersey
$288K – – –
JWCA
2436
J.W. Coons Advisors
Ohio
$287K – – –
BFA
2437
Bill Few Associates
Pennsylvania
$287K +$23.2K +60 +9%
PD
2438
Planning Directions
Pennsylvania
$285K +$772 +2 +0.3%
GCP
2439
Gill Capital Partners
Colorado
$284K -$3.09K -8 -1%
VT
2440
Vise Technologies
New York
$283K +$284K +736 New
RFN
2441
RDA Financial Network
Iowa
$283K -$35.9K -93 -11%
SSWM
2442
Strait & Sound Wealth Management
California
$282K +$272K +705 New
BCM
2443
Birch Capital Management
Texas
$281K +$282K +732 New
JWBC
2444
J.W. Burns & Co
New York
$281K – – –
FA
2445
Fiduciary Alliance
South Carolina
$280K +$281K +729 New
AWM
2446
AllSquare Wealth Management
New York
$280K -$19.3K -50 -6%
WTFG
2447
Wells Trecaso Financial Group
Ohio
$279K – – –
CFFP
2448
Center for Financial Planning
Michigan
$277K -$46.3K -120 -14%
AC
2449
Annandale Capital
Texas
$275K +$276K +716 New
AP
2450
Atwood & Palmer
Missouri
$275K – – –
96 97
98
99 100