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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
DMIC
2476
Dixon Mitchell Investment Counsel
British Columbia, Canada
$204K +$201K +449 New
FWP
2477
Falcon Wealth Planning
California
$203K -$11.2K -25 -5%
SDH
2478
Sloy Dahl & Holst
Washington
$203K +$200K +447 New
SPWM
2479
Spartan Planning & Wealth Management
North Carolina
$203K +$200K +448 New
SFPM
2480
Sensible Financial Planning & Management
Massachusetts
$202K +$199K +446 New
TW
2481
Towerpoint Wealth
California
$201K -$195K -437 -50%
OA
2482
Operose Advisors
Wisconsin
$201K +$447 +1 +0.2%
BFA
2483
Buttonwood Financial Advisors
Maryland
$200K -$9.84K -22 -5%
TAM
2484
Tucker Asset Management
Colorado
$199K +$158K +353 +415%
GG
2485
Gleason Group
Kentucky
$196K +$447 +1 +0.2%
DMKJ
2486
David M. Knott Jr
$195K +$192K +429 New
VRM
2487
Vectors Research Management
New York
$192K -$36.7K -82 -16%
MAWCM
2488
Mine & Arao Wealth Creation & Management
California
$187K – – –
TIM
2489
Tevis Investment Management
Texas
$184K -$54.6K -122 -23%
DWA
2490
Delos Wealth Advisors
Texas
$181K +$57.7K +129 +48%
CFN
2491
Cordasco Financial Network
Florida
$177K +$447 +1 +0.3%
AWM
2492
Atticus Wealth Management
Florida
$175K – – –
AC
2493
Asio Capital
Kentucky
$166K -$53.2K -119 -25%
VNA
2494
Valley National Advisers
Pennsylvania
$164K – – –
MIM
2495
MTM Investment Management
South Carolina
$162K -$24.6K -55 -13%
DWA
2496
Dougherty Wealth Advisers
Minnesota
$153K -$123K -274 -45%
FCG
2497
Financial Connections Group
California
$150K – – –
CH
2498
Canton Hathaway
Rhode Island
$148K – – –
CBT
2499
CoreFirst Bank & Trust
Kansas
$146K – – –
PWM
2500
Provident Wealth Management
Tennessee
$144K +$17.9K +40 +14%
98 99
100
101 102