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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
OPPS
2826
Obsidian Personal Planning Solutions
Maryland
$371K – – –
GCWM
2827
Graham Capital Wealth Management
District of Columbia
$370K +$357K +642 New
CI
2828
Carroll Investors
South Carolina
$369K +$355K +639 New
BWL
2829
Beacon Wealthcare LLC
North Carolina
$368K +$19.5K +35 +6%
TFA
2830
Trinity Financial Advisors
Ohio
$368K -$35.6K -64 -10%
CIG
2831
Cairn Investment Group
Washington
$366K – – –
FMTCOCP
2832
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$366K – – –
WIM
2833
Westside Investment Management
California
$366K – – –
SFG
2834
Synergy Financial Group
California
$366K – – –
LFA
2835
Lauterbach Financial Advisors
Texas
$365K – – –
TWM
2836
TriaGen Wealth Management
California
$365K – – –
LAM
2837
Lewis Asset Management
California
$364K +$10K +18 +3%
VRM
2838
Vectors Research Management
New York
$362K -$44.5K -80 -11%
ACA
2839
American Capital Advisory
Idaho
$362K +$2.78K +5 +0.8%
LF
2840
LifeSteps Financial
California
$362K – – –
IWP
2841
Invenio Wealth Partners
Florida
$360K -$48.4K -87 -12%
SFG
2842
Shum Financial Group
California
$360K +$345K +621 New
AFS
2843
AFG Fiduciary Services
Massachusetts
$359K – – –
AC
2844
AIFG Consultants
New York
$358K -$98.4K -177 -22%
MGIA
2845
Matthew Goff Investment Advisor
Texas
$357K +$32.8K +59 +11%
DL
2846
DOHJ LLC
Washington
$357K +$94.5K +170 +37%
MG
2847
MilWealth Group
Wisconsin
$356K – – –
FFA
2848
Fortune Financial Advisors
Kansas
$355K – – –
PWM
2849
Prentice Wealth Management
New York
$354K -$55.6K -100 -14%
PA
2850
Probity Advisors
Texas
$354K – – –
112 113
114
115 116