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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
GFWA
2551
Grey Fox Wealth Advisors
Delaware
$513K -$37K -74 -7%
FNT
2552
First Nebraska Trust
Nebraska
$512K – – –
KF
2553
KKM Financial
Illinois
$511K – – –
NSB
2554
Norway Savings Bank
Maine
$510K -$128K -255 -21%
ACM
2555
Altrius Capital Management
North Carolina
$509K +$106K +211 +28%
CWM
2556
Collaborative Wealth Management
Florida
$508K -$1K -2 -0.2%
MAWAG
2557
Mid-American Wealth Advisory Group
Missouri
$508K -$69.5K -139 -13%
RMCM
2558
Reynders McVeigh Capital Management
Massachusetts
$506K -$118K -235 -20%
JWM
2559
JFG Wealth Management
Colorado
$506K +$208K +416 +76%
HWP
2560
Hibernia Wealth Partners
Louisiana
$504K +$479K +958 New
LRPA
2561
L. Roy Papp & Associates
Arizona
$504K -$64.5K -129 -12%
LFA
2562
Longview Financial Advisors
Alabama
$503K -$2K -4 -0.4%
WA
2563
Wealthstream Advisors
New York
$503K +$23.5K +47 +5%
RFM
2564
Royal Fund Management
Florida
$500K +$226K +452 +91%
TNA
2565
True North Advisors
Texas
$497K +$18K +36 +4%
NHFG
2566
New Harbor Financial Group
Massachusetts
$497K +$500 +1 +0.1%
WH
2567
Willner & Heller
California
$497K +$42.5K +85 +10%
CA
2568
Cambridge Advisors
Nebraska
$496K – – –
VRM
2569
Vectors Research Management
New York
$495K -$1K -2 -0.2%
PA
2570
Probity Advisors
Texas
$495K -$70.1K -140 -13%
GWM
2571
Gibbs Wealth Management
Georgia
$494K +$470K +939 New
TWM
2572
Tanager Wealth Management
United Kingdom
$494K – – –
MSWM
2573
Mowery & Schoenfeld Wealth Management
Illinois
$492K -$374K -747 -44%
NLP
2574
Next Level Private
New York
$490K -$319K -637 -41%
BFS
2575
Beacon Financial Strategies
North Carolina
$486K – – –
101 102
103
104 105