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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
SPWM
2476
Spartan Planning & Wealth Management
North Carolina
$203K +$200K +448 New
SFPM
2477
Sensible Financial Planning & Management
Massachusetts
$202K +$199K +446 New
TW
2478
Towerpoint Wealth
California
$201K -$195K -437 -50%
OA
2479
Operose Advisors
Wisconsin
$201K +$447 +1 +0.2%
BFA
2480
Buttonwood Financial Advisors
Maryland
$200K -$9.84K -22 -5%
TAM
2481
Tucker Asset Management
Colorado
$199K +$158K +353 +415%
GG
2482
Gleason Group
Kentucky
$196K +$447 +1 +0.2%
DMKJ
2483
David M. Knott Jr
$195K +$192K +429 New
VRM
2484
Vectors Research Management
New York
$192K -$36.7K -82 -16%
MAWCM
2485
Mine & Arao Wealth Creation & Management
California
$187K – – –
TIM
2486
Tevis Investment Management
Texas
$184K -$54.6K -122 -23%
DWA
2487
Delos Wealth Advisors
Texas
$181K +$57.7K +129 +48%
CFN
2488
Cordasco Financial Network
Florida
$177K +$447 +1 +0.3%
AWM
2489
Atticus Wealth Management
Florida
$175K – – –
AC
2490
Asio Capital
Kentucky
$166K -$53.2K -119 -25%
VNA
2491
Valley National Advisers
Pennsylvania
$164K – – –
MIM
2492
MTM Investment Management
South Carolina
$162K -$24.6K -55 -13%
DWA
2493
Dougherty Wealth Advisers
Minnesota
$153K -$123K -274 -45%
FCG
2494
Financial Connections Group
California
$150K – – –
CH
2495
Canton Hathaway
Rhode Island
$148K – – –
CBT
2496
CoreFirst Bank & Trust
Kansas
$146K – – –
PWM
2497
Provident Wealth Management
Tennessee
$144K +$17.9K +40 +14%
VCM
2498
Versant Capital Management
Arizona
$142K – – –
WA
2499
WestEnd Advisors
North Carolina
$140K -$131K -294 Closed
LFA
2500
Level Financial Advisors
New York
$140K – – –
98 99
100
101 102