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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
IHWM
2551
Iron Horse Wealth Management
Iowa
– -$317K -837 Closed
GTCM
2552
Gyon Technologies Capital Management
New Jersey
– -$315K -832 Closed
FGG
2553
Financial Guidance Group
Florida
– -$298K -785 Closed
TCOK
2554
Trust Company of Kansas
Kansas
– -$277K -730 Closed
BIA
2555
Biondo Investment Advisors
Pennsylvania
– -$275K -725 Closed
VT
2556
Vise Technologies
New York
– -$268K -707 Closed
NC
2557
NBW Capital
Massachusetts
– -$265K -700 Closed
FEM
2558
Fulcrum Equity Management
Texas
– -$263K -695 Closed
EPP
2559
ETF Portfolio Partners
Kansas
– -$259K -683 Closed
IIA
2560
IPG Investment Advisors
California
– -$256K -676 Closed
SWM
2561
Sendero Wealth Management
Texas
– -$256K -675 Closed
KCM
2562
Kathmere Capital Management
Pennsylvania
– -$254K -669 Closed
FP
2563
Fiduciary Planning
Florida
– -$243K -640 Closed
YWP
2564
YorkBridge Wealth Partners
New York
– -$243K -640 Closed
CAMV
2565
Concord Asset Management (Virginia)
Virginia
– -$239K -631 Closed
SF
2566
Safeguard Financial
Wisconsin
– -$227K -599 Closed
OCPWS
2567
One Charles Private Wealth Services
Massachusetts
– -$225K -591 Closed
I
2568
IMPACTfolio
Colorado
– -$215K -567 Closed
PCMM
2569
Piedmont Capital Management (Montana)
Montana
– -$212K -560 Closed
PA
2570
Probity Advisors
Texas
– -$209K -551 Closed
UCI
2571
Uncommon Cents Investing
Wisconsin
– -$208K -549 Closed
SCM
2572
Sterneck Capital Management
Missouri
– -$208K -548 Closed
SWM
2573
Silverlake Wealth Management
Vermont
– -$208K -547 Closed
ZCM
2574
Ziegler Capital Management
Illinois
– -$207K -546 Closed
GF
2575
Goodman Financial
Texas
– -$206K -544 Closed
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