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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
MBFW
2676
Morton Brown Family Wealth
Pennsylvania
– -$220K -461 Closed
MIM
2677
Marco Investment Management
Georgia
– -$217K -455 Closed
GDP
2678
Great Diamond Partners
Maine
– -$216K -454 Closed
RWB
2679
RMR Wealth Builders
New Jersey
– -$213K -446 Closed
RPCA
2680
Running Point Capital Advisors
California
– -$210K -441 Closed
WG
2681
Watchman Group
Texas
– -$209K -439 Closed
BWM
2682
BCS Wealth Management
Tennessee
– -$208K -437 Closed
GFG
2683
Greystone Financial Group
Michigan
– -$206K -432 Closed
TLP
2684
Trinity Legacy Partners
Texas
– -$205K -430 Closed
CCM
2685
Ciovacco Capital Management
Georgia
– -$204K -428 Closed
TAM
2686
Trillium Asset Management
Massachusetts
– -$203K -425 Closed
VBFP
2687
Valtinson Bruner Financial Planning
Minnesota
– -$201K -422 Closed
APS
2688
American Planning Services
Florida
– -$201K -421 Closed
DSAM
2689
Dock Street Asset Management
Florida
– -$200K -420 Closed
BC
2690
Barnett & Company
Tennessee
– -$143K -300 Closed
MAM
2691
Mystic Asset Management
Rhode Island
– -$135K -285 Closed
SPA
2692
Shore Point Advisors
New Jersey
– -$134K -280 Closed
GA
2693
GraniteShares Advisors
New York
– -$85K -179 Closed
NL
2694
NVWM LLC
Pennsylvania
– -$81K -169 Closed
MTWM
2695
Masso Torrence Wealth Management
New Jersey
– -$67K -140 Closed
HNWA
2696
Henrickson Nauta Wealth Advisors
Michigan
– -$56K -126 Closed
IPW
2697
IronBridge Private Wealth
Texas
– -$60K -125 Closed
RPCONE
2698
Retirement Planning Company of New England
Rhode Island
– -$51K -108 Closed
CI
2699
Cordant Inc
Oregon
– -$36K -75 Closed
TLCM
2700
Twin Lakes Capital Management
California
– -$30K -63 Closed
105 106 107
108
109