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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
DCM
2551
DGS Capital Management
New Jersey
$208K +$209K +542 New
SFMG
2552
Sage Financial Management Group
Virginia
$207K +$208K +540 New
AFS
2553
AFG Fiduciary Services
Massachusetts
$207K +$208K +538 New
BFG
2554
Barber Financial Group
Kansas
$206K -$29.3K -76 -12%
FPIS
2555
Financial Planning & Information Services
Wisconsin
$206K +$206K +535 New
GF
2556
Goodman Financial
Texas
$206K +$206K +535 New
OPOWM
2557
One Plus One Wealth Management
Florida
$204K -$42.1K -109 -17%
SBIA
2558
Sheaff Brock Investment Advisors
Indiana
$203K -$67.9K -176 -25%
VNA
2559
Valley National Advisers
Pennsylvania
$203K -$7.72K -20 -4%
SAM
2560
SignalPoint Asset Management
Missouri
$203K +$204K +529 New
HNWA
2561
Henrickson Nauta Wealth Advisors
Michigan
$203K +$204K +528 New
WFA
2562
West Financial Advisors
Iowa
$200K -$42.1K -109 -17%
DAC
2563
Dividend Assets Capital
South Carolina
$196K -$75.6K -196 -28%
GG
2564
Gleason Group
Kentucky
$195K +$1.16K +3 +0.6%
CP
2565
Castleview Partners
Texas
$195K -$24.3K -63 -11%
LB
2566
Legacy Bridge
Iowa
$192K +$193K +500 New
SGC
2567
Slocum, Gordon & Co
Rhode Island
$182K +$183K +474 New
TSW
2568
Thompson Siegel & Walmsley
Virginia
$177K – – –
VNIM
2569
Vaughan Nelson Investment Management
Texas
$175K -$19.3K -50 -10%
CWM
2570
Cedar Wealth Management
California
$175K +$56.3K +146 +47%
VCM
2571
Versant Capital Management
Arizona
$173K +$22.8K +59 +15%
MM
2572
Main Management
California
$172K -$275K -712 -61%
PWM
2573
Provident Wealth Management
Tennessee
$167K -$2.7K -7 -2%
GWANC
2574
Guardian Wealth Advisors (North Carolina)
North Carolina
$162K +$24.3K +63 +18%
HNWAG
2575
High Net Worth Advisory Group
Florida
$161K – – –
101 102
103
104 105