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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
2426
Townsend Asset Management
North Carolina
$729K +$26.8K +51 +4%
GWWM
2427
Great Waters Wealth Management
Minnesota
$725K +$526 +1 +0.1%
RAM
2428
Redmond Asset Management
Virginia
$723K +$9.99K +19 +1%
MSR
2429
Main Street Research
Connecticut
$719K -$50K -95 -7%
PFA
2430
Pathway Financial Advisors
Vermont
$719K +$24.2K +46 +4%
CFA
2431
Capstone Financial Advisors
Illinois
$717K +$48.4K +92 +8%
DW30
2432
Drucker Wealth 3.0
New Jersey
$717K +$689K +1,311 New
CCA
2433
Conservest Capital Advisors
Pennsylvania
$717K – – –
CCG
2434
Chatham Capital Group
Georgia
$716K – – –
TC
2435
Tenret Company
Florida
$715K – – –
LC
2436
Lavaca Capital
Texas
$712K +$684K +1,301 New
MSG
2437
Main Street Group
Virginia
$711K -$25.2K -48 -4%
HWM
2438
Horizons Wealth Management
North Carolina
$710K -$129K -245 -16%
HTHT
2439
Hemenway Trust Hemenway Trust
New Hampshire
$710K -$41.5K -79 -6%
ZIG
2440
Zuckerman Investment Group
Illinois
$710K +$93.6K +178 +16%
CA
2441
Carson Advisory
Georgia
$707K -$64.7K -123 -9%
FI
2442
Financial Insights
Washington
$707K – – –
SF
2443
Slagle Financial
Illinois
$706K -$46.8K -89 -6%
IP
2444
Ignite Planners
California
$705K +$216K +410 +48%
LJHT
2445
Laurie J. Hall Trustee
$705K – – –
CIP
2446
Chartwell Investment Partners
Pennsylvania
$704K – – –
BWP
2447
Balboa Wealth Partners
Arizona
$698K +$78.9K +150 +13%
AP
2448
Americana Partners
Texas
$697K +$65.7K +125 +11%
MAS
2449
Madden Advisory Services
Florida
$696K +$5.78K +11 +0.9%
AW
2450
Avion Wealth
Texas
$695K +$15.8K +30 +2%
96 97
98
99 100