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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2551
CMH Wealth Management
New Hampshire
– -$2.71M -5,980 Closed
BCM
2552
Bayesian Capital Management
New York
– -$2.22M -4,900 Closed
HWM
2553
Howard Wealth Management
Connecticut
– -$2.17M -4,792 Closed
OCM
2554
Orser Capital Management
Texas
– -$2.02M -4,457 Closed
FPOC
2555
Financial Planners of Cleveland
Ohio
– -$1.93M -4,243 Closed
PIP
2556
Peachtree Investment Partners
Florida
– -$1.91M -4,209 Closed
RZH
2557
Relyea Zuckerberg Hanson
Connecticut
– -$1.85M -4,149 Closed
IC
2558
Innealta Capital
Texas
– -$1.79M -3,948 Closed
ADL
2559
Asset Dedication LLC
California
– -$1.68M -3,716 Closed
RW
2560
RVW Wealth
California
– -$1.43M -3,141 Closed
SFG
2561
Sowa Financial Group
Rhode Island
– -$1.41M -3,102 Closed
TFA
2562
Trinity Financial Advisors
Ohio
– -$1.38M -3,051 Closed
MFG
2563
MidWestOne Financial Group
Iowa
– -$1.28M -2,829 Closed
CIM
2564
Corda Investment Management
Texas
– -$1.26M -2,782 Closed
OFS
2565
OneAscent Financial Services
Alabama
– -$1.23M -2,721 Closed
TWP
2566
Tower Wealth Partners
Pennsylvania
– -$1.2M -2,647 Closed
HWM
2567
Horizon Wealth Management
Illinois
– -$928K -2,045 Closed
MFGM
2568
Marshall Financial Group (Maryland)
Maryland
– -$891K -1,963 Closed
BHTS
2569
Bar Harbor Trust Services
Maine
– -$856K -1,887 Closed
HFM
2570
Harvest Fund Management
China
– -$818K -1,805 Closed
TBA
2571
Tower Bridge Advisors
Pennsylvania
– -$777K -1,713 Closed
CCA
2572
Childress Capital Advisors
Texas
– -$623K -1,374 Closed
AA
2573
Advisory Alpha
Michigan
– -$614K -1,352 Closed
FFA
2574
Freedman Financial Associates
Massachusetts
– -$618K -1,348 Closed
WA
2575
WESPAC Advisors
California
– -$579K -1,276 Closed
101 102
103
104 105