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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
TBC
2501
Ted Buchan & Co
California
$233K – – –
TSWM
2502
Triangle Securities Wealth Management
North Carolina
$233K -$8.02K -20 -3%
EP
2503
EPIQ Partners
Minnesota
$231K -$134K -333 -37%
AWMNH
2504
Arcadia Wealth Management (New Hampshire)
New Hampshire
$231K +$225K +561 New
LG
2505
LaFleur & Godfrey
Michigan
$230K – – –
BWL
2506
Beacon Wealthcare LLC
North Carolina
$228K – – –
SAM
2507
SP Asset Management
California
$228K – – –
CFA
2508
Compass Financial Advisors
Indiana
$227K – – –
LWM
2509
Ledge Wealth Management
Minnesota
$227K +$221K +552 New
ONST
2510
Old North State Trust
North Carolina
$226K – – –
UCI
2511
Uncommon Cents Investing
Wisconsin
$226K – – –
TNAM
2512
Terra Nova Asset Management
New York
$225K +$802 +2 +0.4%
JWM
2513
JFG Wealth Management
Colorado
$224K -$1.31M -3,279 -86%
SAI
2514
Systematic Alpha Investments
New Jersey
$224K – – –
BFG
2515
Barber Financial Group
Kansas
$222K +$2K +5 +0.9%
CRWM
2516
Castle Rock Wealth Management
California
$222K -$90.2K -225 -29%
AFS
2517
AFG Fiduciary Services
Massachusetts
$221K – – –
FPIS
2518
Financial Planning & Information Services
Wisconsin
$220K – – –
GF
2519
Goodman Financial
Texas
$220K – – –
CFGSD
2520
Compass Financial Group (South Dakota)
South Dakota
$220K +$214K +535 New
RZH
2521
Relyea Zuckerberg Hanson
Connecticut
$220K +$214K +535 New
RWM
2522
Revisor Wealth Management
Ohio
$219K +$213K +532 New
SBIA
2523
Sheaff Brock Investment Advisors
Indiana
$217K – – –
SAM
2524
SignalPoint Asset Management
Missouri
$217K – – –
GG
2525
Gleason Group
Kentucky
$216K +$7.22K +18 +4%
99 100
101
102 103