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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
NHFG
2776
New Harbor Financial Group
Massachusetts
$361K -$149K -284 -30%
EL
2777
EWA LLC
Pennsylvania
$361K +$526 +1 +0.2%
NCM
2778
Noesis Capital Mangement
Florida
$358K +$140K +266 +69%
HBW
2779
Hazlett, Burt & Watson
West Virginia
$357K +$62K +118 +22%
WIC
2780
Wilkins Investment Counsel
Massachusetts
$356K -$52.6K -100 -13%
OPPS
2781
Obsidian Personal Planning Solutions
Maryland
$355K +$5.78K +11 +2%
KOMWMG
2782
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$355K +$526 +1 +0.2%
VFG
2783
Victory Financial Group
Texas
$352K +$71.5K +136 +27%
ISWM
2784
Independent Solutions Wealth Management
New York
$351K +$80.5K +153 +31%
WIM
2785
Westside Investment Management
California
$347K – – –
FMTCOCP
2786
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$347K – – –
CIG
2787
Cairn Investment Group
Washington
$347K +$100K +191 +43%
SFG
2788
Synergy Financial Group
California
$347K – – –
TWM
2789
TriaGen Wealth Management
California
$346K +$526 +1 +0.2%
BFWM
2790
Bright Futures Wealth Management
New York
$344K -$33.7K -64 -9%
AFS
2791
AFG Fiduciary Services
Massachusetts
$344K – – –
LF
2792
LifeSteps Financial
California
$343K – – –
CW
2793
Channel Wealth
California
$339K -$29.4K -56 -8%
LFA
2794
Lauterbach Financial Advisors
Texas
$339K – – –
MG
2795
MilWealth Group
Wisconsin
$338K -$56.8K -108 -15%
FFA
2796
Fortune Financial Advisors
Kansas
$337K -$198K -376 -38%
PA
2797
Probity Advisors
Texas
$335K -$172K -328 -35%
LAM
2798
Lewis Asset Management
California
$335K +$1.05K +2 +0.3%
GSC
2799
G&S Capital
Colorado
$333K +$23.1K +44 +8%
WFG
2800
Wills Financial Group
Virginia
$331K – – –
110 111
112
113 114