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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
2676
Caerus Investment Advisors
Texas
$334K – – –
OBGC
2677
O'Brien Greene & Co
Pennsylvania
$334K – – –
SFS
2678
Sharp Financial Services
Pennsylvania
$334K +$313K +700 New
PCM
2679
Pointe Capital Management
Michigan
$333K – – –
RBCM
2680
Raub Brock Capital Management
California
$332K +$448 +1 +0.1%
IWP
2681
Insight Wealth Partners
Texas
$331K – – –
SRA
2682
Secured Retirement Advisors
Minnesota
$331K +$310K +692 New
SAM
2683
Seelaus Asset Management
New Jersey
$330K – – –
CJ
2684
Caitlin John
Michigan
$329K +$308K +689 New
MAWCM
2685
Mine & Arao Wealth Creation & Management
California
$327K +$99.8K +223 +48%
NG
2686
NWK Group
California
$327K – – –
CSPAM
2687
Cary Street Partners Asset Management
Virginia
$327K +$307K +685 New
BSG
2688
Black Swift Group
Colorado
$327K – – –
CFS
2689
CGC Financial Services
Oregon
$326K +$275K +615 +904%
EA
2690
Ellsworth Advisors
Ohio
$325K -$58.6K -131 -16%
FFA
2691
Florida Financial Advisors
Florida
$324K +$304K +679 New
TFA
2692
Trinity Financial Advisors
Ohio
$323K +$1.34K +3 +0.4%
GWAM
2693
Guardian Wealth Advisors (Minnesota)
Minnesota
$323K +$302K +675 New
WTFG
2694
Wells Trecaso Financial Group
Ohio
$322K – – –
BFIM
2695
Beese Fulmer Investment Management
Ohio
$321K -$14.3K -32 -5%
SF
2696
Safeguard Financial
Wisconsin
$320K -$209K -467 -41%
SFWC
2697
Strategic Family Wealth Counselors
New Jersey
$320K +$1.79K +4 +0.6%
CNC
2698
Citizens & Northern Corp
Pennsylvania
$320K -$47.9K -107 -14%
JLBC
2699
J.L. Bainbridge & Co
Florida
$320K – – –
GA
2700
GoalVest Advisory
New York
$319K -$295K -660 -50%
106 107
108
109 110