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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
AWMNH
2501
Arcadia Wealth Management (New Hampshire)
New Hampshire
$231K +$225K +561 New
LG
2502
LaFleur & Godfrey
Michigan
$230K – – –
BWL
2503
Beacon Wealthcare LLC
North Carolina
$228K – – –
SAM
2504
SP Asset Management
California
$228K – – –
CFA
2505
Compass Financial Advisors
Indiana
$227K – – –
LWM
2506
Ledge Wealth Management
Minnesota
$227K +$221K +552 New
ONST
2507
Old North State Trust
North Carolina
$226K – – –
UCI
2508
Uncommon Cents Investing
Wisconsin
$226K – – –
TNAM
2509
Terra Nova Asset Management
New York
$225K +$802 +2 +0.4%
JWM
2510
JFG Wealth Management
Colorado
$224K -$1.31M -3,279 -86%
SAI
2511
Systematic Alpha Investments
New Jersey
$224K – – –
BFG
2512
Barber Financial Group
Kansas
$222K +$2K +5 +0.9%
CRWM
2513
Castle Rock Wealth Management
California
$222K -$90.2K -225 -29%
AFS
2514
AFG Fiduciary Services
Massachusetts
$221K – – –
FPIS
2515
Financial Planning & Information Services
Wisconsin
$220K – – –
GF
2516
Goodman Financial
Texas
$220K – – –
CFGSD
2517
Compass Financial Group (South Dakota)
South Dakota
$220K +$214K +535 New
RZH
2518
Relyea Zuckerberg Hanson
Connecticut
$220K +$214K +535 New
RWM
2519
Revisor Wealth Management
Ohio
$219K +$213K +532 New
SBIA
2520
Sheaff Brock Investment Advisors
Indiana
$217K – – –
SAM
2521
SignalPoint Asset Management
Missouri
$217K – – –
GG
2522
Gleason Group
Kentucky
$216K +$7.22K +18 +4%
SIA
2523
SkyView Investment Advisors
New Jersey
$216K +$211K +526 New
WIP
2524
WealthCare Investment Partners
Rhode Island
$216K +$210K +525 New
AFG
2525
Affinia Financial Group
Massachusetts
$214K +$208K +518 New
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101
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