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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
2451
Tandem Capital Management
New Jersey
$621K +$11.5K +23 +2%
FFP
2452
FourThought Financial Partners
Florida
$621K -$21K -42 -3%
IPW
2453
Impact Partnership Wealth
Georgia
$618K -$44K -88 -7%
FI
2454
FWG Investments
Kentucky
$616K -$29K -58 -5%
CI
2455
CPR Investments
Michigan
$613K -$46K -92 -7%
MIM
2456
Marco Investment Management
Georgia
$613K +$64.5K +129 +12%
KV
2457
Kickstand Ventures
New York
$612K +$80.1K +160 +16%
ISL
2458
Ingalls & Snyder LLC
New York
$612K -$60K -120 -9%
WP
2459
Wealthspan Partners
Iowa
$609K +$580K +1,159 New
IC
2460
Inscription Capital
Texas
$609K +$184K +367 +46%
WW
2461
Waterfront Wealth
Kansas
$606K -$85.1K -170 -12%
OIM
2462
Opus Investment Management
Massachusetts
$605K – – –
SFP
2463
Strategic Financial Planning
Texas
$604K – – –
AP
2464
Americana Partners
Texas
$604K +$277K +554 +93%
FWM
2465
FSA Wealth Management
Massachusetts
$603K +$500 +1 +0.1%
GCP
2466
Gill Capital Partners
Colorado
$601K -$1.5K -3 -0.3%
ST
2467
Somerset Trust
Pennsylvania
$601K -$5K -10 -0.9%
KCFA
2468
Key Client Fiduciary Advisors
New Jersey
$601K -$99.1K -198 -15%
ST
2469
Spinnaker Trust
Maine
$598K +$25.5K +51 +5%
MPIA
2470
Mountain Pacific Investment Advisers
Idaho
$597K – – –
CAM
2471
Congress Asset Management
Massachusetts
$596K -$7.93M -15,858 -93%
CWP
2472
CFM Wealth Partners
Texas
$595K +$79.1K +158 +16%
PIP
2473
Peachtree Investment Partners
Florida
$595K +$166K +331 +41%
BWP
2474
Balboa Wealth Partners
Arizona
$591K -$8.51K -17 -1%
FS
2475
Financial Symmetry
North Carolina
$591K – – –
97 98
99
100 101