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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
MSFP
2801
Mark Sheptoff Financial Planning
Connecticut
$298K +$51K +102 +22%
IA
2802
IMZ Advisory
Florida
$298K +$25K +50 +10%
EC
2803
Eaton-Cambridge
Arizona
$298K +$21.5K +43 +8%
HBT
2804
Hills Bank & Trust
Iowa
$297K -$12K -24 -4%
RFP
2805
Root Financial Partners
California
$297K +$500 +1 +0.2%
DBRC
2806
D.B. Root & Company
Pennsylvania
$297K +$40K +80 +17%
TA
2807
TFG Advisers
Michigan
$297K -$6K -12 -2%
AHB
2808
Abner Herrman & Brock
New Jersey
$296K -$1K -2 -0.4%
BAM
2809
Byrne Asset Management
New Jersey
$296K +$282K +563 New
GC
2810
GFG Capital
Florida
$295K +$268K +535 New
GI
2811
Gradient Investments
Minnesota
$294K -$657K -1,314 -70%
FFA
2812
Frazier Financial Advisors
Ohio
$293K +$12.5K +25 +5%
BC
2813
Brio Consultants
California
$293K -$32K -64 -10%
DBIA
2814
Dumont & Blake Investment Advisors
New Jersey
$293K -$12.5K -25 -4%
CCB
2815
Cutter & Co Brokerage
Missouri
$292K +$1K +2 +0.4%
CAP
2816
Columbia Advisory Partners
Washington
$292K -$122K -243 -30%
SAM
2817
SP Asset Management
California
$292K – – –
MCG
2818
McCollum Christoferson Group
New York
$292K – – –
ICM
2819
Intrepid Capital Management
Florida
$290K -$1.5K -3 -0.5%
I
2820
IMPACTfolio
Colorado
$290K +$276K +552 New
SIAP
2821
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$289K +$275K +550 New
CPA
2822
Capital Planning Advisors
California
$288K – – –
GSC
2823
G&S Capital
Colorado
$286K -$17.5K -35 -6%
SAI
2824
Systematic Alpha Investments
New Jersey
$286K – – –
CVA
2825
Central Valley Advisors
California
$284K +$1K +2 +0.4%
111 112
113
114 115