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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
LG
2526
LaFleur & Godfrey
Michigan
$250K – – –
TA
2527
TFG Advisers
Michigan
$249K -$18.1K -43 -7%
BWL
2528
Beacon Wealthcare LLC
North Carolina
$247K – – –
SAM
2529
SP Asset Management
California
$247K – – –
UCI
2530
Uncommon Cents Investing
Wisconsin
$245K – – –
TNAM
2531
Terra Nova Asset Management
New York
$244K +$421 +1 +0.2%
ONST
2532
Old North State Trust
North Carolina
$244K -$1.26K -3 -0.5%
PAM
2533
Private Asset Management
California
$244K -$24.4K -58 -10%
JWM
2534
JFG Wealth Management
Colorado
$243K – – –
BCP
2535
Blue Chip Partners
Michigan
$243K -$55.2K -131 -19%
CF
2536
Copperwynd Financial
Arizona
$243K -$27K -64 -11%
SAI
2537
Systematic Alpha Investments
New Jersey
$242K – – –
ISWM
2538
Independent Solutions Wealth Management
New York
$242K +$229K +544 New
BAM
2539
Byrne Asset Management
New Jersey
$242K -$258K -613 Closed
GF
2540
Goodman Financial
Texas
$238K – – –
RZH
2541
Relyea Zuckerberg Hanson
Connecticut
$238K – – –
SAM
2542
SignalPoint Asset Management
Missouri
$238K +$2.53K +6 +1%
GCP
2543
GSA Capital Partners
United Kingdom
$238K +$225K +534 New
SBIA
2544
Sheaff Brock Investment Advisors
Indiana
$236K – – –
DSC
2545
Duncker Streett & Co
Missouri
$235K +$221K +525 +17,500%
PSP
2546
Pacific Sage Partners
Washington
$235K +$223K +528 New
WIP
2547
WealthCare Investment Partners
Rhode Island
$235K +$843 +2 +0.4%
OHWA
2548
Oak Hill Wealth Advisors
Virginia
$234K +$222K +526 New
AFG
2549
Affinia Financial Group
Massachusetts
$234K – – –
SIA
2550
SkyView Investment Advisors
New Jersey
$234K – – –
100 101
102
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