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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
BWL
2826
Beacon Wealthcare LLC
North Carolina
$368K +$19.5K +35 +6%
TFA
2827
Trinity Financial Advisors
Ohio
$368K -$35.6K -64 -10%
CIG
2828
Cairn Investment Group
Washington
$366K – – –
FMTCOCP
2829
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$366K – – –
WIM
2830
Westside Investment Management
California
$366K – – –
SFG
2831
Synergy Financial Group
California
$366K – – –
LFA
2832
Lauterbach Financial Advisors
Texas
$365K – – –
TWM
2833
TriaGen Wealth Management
California
$365K – – –
LAM
2834
Lewis Asset Management
California
$364K +$10K +18 +3%
VRM
2835
Vectors Research Management
New York
$362K -$44.5K -80 -11%
ACA
2836
American Capital Advisory
Idaho
$362K +$2.78K +5 +0.8%
LF
2837
LifeSteps Financial
California
$362K – – –
IWP
2838
Invenio Wealth Partners
Florida
$360K -$48.4K -87 -12%
SFG
2839
Shum Financial Group
California
$360K +$345K +621 New
AFS
2840
AFG Fiduciary Services
Massachusetts
$359K – – –
AC
2841
AIFG Consultants
New York
$358K -$98.4K -177 -22%
MGIA
2842
Matthew Goff Investment Advisor
Texas
$357K +$32.8K +59 +11%
DL
2843
DOHJ LLC
Washington
$357K +$94.5K +170 +37%
MG
2844
MilWealth Group
Wisconsin
$356K – – –
FFA
2845
Fortune Financial Advisors
Kansas
$355K – – –
PWM
2846
Prentice Wealth Management
New York
$354K -$55.6K -100 -14%
PA
2847
Probity Advisors
Texas
$354K – – –
BC
2848
Bowman & Company
Wisconsin
$353K -$40.6K -73 -11%
HAM
2849
Harmony Asset Management
Arizona
$351K +$32.2K +58 +11%
TA
2850
TKG Advisors
Indiana
$351K +$338K +608 New
112 113
114
115 116