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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
MSWM
2701
Mowery & Schoenfeld Wealth Management
Illinois
$727K -$414K -701 -35%
CIM
2702
Cambria Investment Management
California
$727K -$74.4K -126 -9%
LFGO
2703
Legacy Financial Group (Oklahoma)
Oklahoma
$724K -$60.2K -102 -7%
CWAG
2704
Compton Wealth Advisory Group
Virginia
$723K – – –
TPWM
2705
Twelve Points Wealth Management
Massachusetts
$723K +$131K +221 +21%
TFA
2706
Trinity Financial Advisors
Ohio
$722K +$572K +968 +262%
BDPWM
2707
Barnes Dennig Private Wealth Management
Ohio
$720K +$757K +1,282 New
CCA
2708
Conservest Capital Advisors
Pennsylvania
$719K -$14.2K -24 -2%
LFS
2709
Littlejohn Financial Services
Oregon
$719K +$120K +204 +19%
MAM
2710
McLean Asset Management
Virginia
$719K – – –
WCAMG
2711
Woodard & Company Asset Management Group
North Carolina
$718K -$934K -1,582 -55%
CFA
2712
Capstone Financial Advisors
Illinois
$717K +$13K +22 +2%
IAP
2713
Indie Asset Partners
Indiana
$716K +$11.8K +20 +2%
WA1
2714
Wimmer Associates 1
California
$715K -$49.6K -84 -6%
FNBOMD
2715
First National Bank of Mount Dora
Florida
$713K – – –
FM
2716
Foster & Motley
Ohio
$713K -$1.77K -3 -0.2%
SWM
2717
SpringVest Wealth Management
Texas
$712K -$30.7K -52 -4%
GPWM
2718
Grant Private Wealth Management
California
$710K -$11.8K -20 -2%
IP
2719
Ignite Planners
California
$710K -$322K -545 -30%
ST
2720
Sabal Trust
Florida
$709K -$59.1K -100 -7%
EF
2721
Elite Financial
Idaho
$708K -$16.5M -27,910 -96%
MSR
2722
Main Street Research
Connecticut
$708K -$62.6K -106 -8%
GWWM
2723
Great Waters Wealth Management
Minnesota
$705K -$60.2K -102 -8%
AA
2724
Addison Advisors
Vermont
$703K -$506K -857 -41%
PGF
2725
Plan Group Financial
Oklahoma
$701K +$292K +495 +66%
107 108
109
110 111