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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
SLT
2551
St Louis Trust
Missouri
$646K – – –
GC
2552
Glenorchy Capital
Australia
$645K – – –
CIP
2553
Chartwell Investment Partners
Pennsylvania
$644K -$94.5K -170 -13%
RFN
2554
RDA Financial Network
Iowa
$643K +$46.1K +83 +8%
AWM
2555
Activest Wealth Management
Florida
$643K +$2.22K +4 +0.4%
TFG
2556
Tilson Financial Group
New Jersey
$642K +$619K +1,113 New
TWD
2557
True Wealth Design
Ohio
$637K -$749K -1,348 -55%
ZIG
2558
Zuckerman Investment Group
Illinois
$637K -$107K -193 -15%
FFWM
2559
Future Financial Wealth Management
Ohio
$636K – – –
TA
2560
TPG Advisors
Illinois
$633K +$2.78K +5 +0.5%
SIC
2561
Samalin Investment Counsel
New York
$629K +$159K +286 +36%
TWP
2562
Total Wealth Planning
Ohio
$628K -$42.3K -76 -7%
FFP
2563
FourThought Financial Partners
Florida
$627K -$65.1K -117 -10%
B
2564
Bensler
Washington
$625K -$12.2K -22 -2%
HDIM
2565
Hanson & Doremus Investment Management
Vermont
$624K – – –
WOC
2566
West Oak Capital
California
$624K +$25.6K +46 +4%
UBG
2567
United Bank (Georgia)
Georgia
$622K +$109K +196 +22%
WP
2568
Wealthspan Partners
Iowa
$622K +$2.78K +5 +0.5%
HCM
2569
HMS Capital Management
Tennessee
$621K – – –
TPWM
2570
Twelve Points Wealth Management
Massachusetts
$620K -$35.6K -64 -6%
PA
2571
Paragon Advisors
Texas
$618K – – –
HA
2572
Hofer & Associates
California
$616K -$1.11K -2 -0.2%
SI
2573
Stonekeep Investments
New Mexico
$616K +$80.1K +144 +16%
SHWM
2574
Smith & Howard Wealth Management
Georgia
$615K -$79.5K -143 -12%
HPIA
2575
Hamilton Point Investment Advisors
North Carolina
$615K – – –
101 102
103
104 105