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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
2701
Financial Alternatives
California
$377K +$70.1K +140 +24%
CMP
2702
Coston McIsaac & Partners
Maine
$376K – – –
FCG
2703
Fielder Capital Group
Tennessee
$374K +$356K +711 New
TPW
2704
TL Private Wealth
Texas
$373K -$37.5K -75 -9%
BW
2705
Basepoint Wealth
Iowa
$371K +$53K +106 +18%
KNW
2706
Kesler Norman & Wride
Utah
$371K – – –
XT
2707
XTX Topco
Cayman Islands
$371K +$353K +705 New
BCA
2708
Ballentine Capital Advisors
South Carolina
$371K – – –
NPFS
2709
Novak & Powell Financial Services
Florida
$370K +$130K +260 +59%
QIM
2710
Quest Investment Management
Oregon
$370K +$65K +130 +23%
PFA
2711
Petra Financial Advisors
Colorado
$369K +$128K +256 +54%
OBGC
2712
O'Brien Greene & Co
Pennsylvania
$368K – – –
ORC
2713
O'Rourke & Company
Massachusetts
$368K +$78.6K +157 +29%
TFA
2714
Trinity Financial Advisors
Ohio
$368K +$11K +22 +3%
PCM
2715
Pointe Capital Management
Michigan
$367K – – –
IWP
2716
Insight Wealth Partners
Texas
$365K – – –
CPWM
2717
Cypress Point Wealth Management
Texas
$365K +$347K +694 New
DK
2718
David Kennon
Florida
$364K +$67K +134 +24%
SRA
2719
Secured Retirement Advisors
Minnesota
$364K – – –
GWAM
2720
Guardian Wealth Advisors (Minnesota)
Minnesota
$363K +$8.01K +16 +2%
SAM
2721
Seelaus Asset Management
New Jersey
$363K – – –
SFWC
2722
Strategic Family Wealth Counselors
New Jersey
$361K +$9.51K +19 +3%
ACM
2723
Alpha Capital Management
Texas
$361K -$2.35M -4,688 -87%
MSS
2724
Mitchell Sinkler & Starr
Pennsylvania
$361K -$461K -922 -57%
NCM
2725
Neumann Capital Management
California
$360K -$100K -200 -23%
107 108
109
110 111