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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
2526
SP Asset Management
California
$247K – – –
UCI
2527
Uncommon Cents Investing
Wisconsin
$245K – – –
TNAM
2528
Terra Nova Asset Management
New York
$244K +$421 +1 +0.2%
ONST
2529
Old North State Trust
North Carolina
$244K -$1.26K -3 -0.5%
PAM
2530
Private Asset Management
California
$244K -$24.4K -58 -10%
JWM
2531
JFG Wealth Management
Colorado
$243K – – –
BCP
2532
Blue Chip Partners
Michigan
$243K -$55.2K -131 -19%
CF
2533
Copperwynd Financial
Arizona
$243K -$27K -64 -11%
SAI
2534
Systematic Alpha Investments
New Jersey
$242K – – –
ISWM
2535
Independent Solutions Wealth Management
New York
$242K +$229K +544 New
BAM
2536
Byrne Asset Management
New Jersey
$242K -$258K -613 Closed
GF
2537
Goodman Financial
Texas
$238K – – –
RZH
2538
Relyea Zuckerberg Hanson
Connecticut
$238K – – –
SAM
2539
SignalPoint Asset Management
Missouri
$238K +$2.53K +6 +1%
GCP
2540
GSA Capital Partners
United Kingdom
$238K +$225K +534 New
SBIA
2541
Sheaff Brock Investment Advisors
Indiana
$236K – – –
DSC
2542
Duncker Streett & Co
Missouri
$235K +$221K +525 +17,500%
PSP
2543
Pacific Sage Partners
Washington
$235K +$223K +528 New
WIP
2544
WealthCare Investment Partners
Rhode Island
$235K +$843 +2 +0.4%
OHWA
2545
Oak Hill Wealth Advisors
Virginia
$234K +$222K +526 New
AFG
2546
Affinia Financial Group
Massachusetts
$234K – – –
SIA
2547
SkyView Investment Advisors
New Jersey
$234K – – –
HHAA
2548
Henry H. Armstrong Associates
Pennsylvania
$234K -$42.1K -100 -16%
CI
2549
CPR Investments
Michigan
$234K -$624K -1,481 -74%
TF
2550
Theory Financial
Colorado
$233K -$144K -341 -39%
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102
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