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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
TSWM
2826
Triangle Securities Wealth Management
North Carolina
$770K +$102K +158 +16%
SFP
2827
Strategic Financial Planning
Texas
$769K – – –
SHA
2828
Seneca House Advisors
Virginia
$768K +$32.2K +50 +5%
CWA
2829
Clearview Wealth Advisors
Oregon
$767K -$33.5K -52 -4%
OL
2830
one8zero8 LLC
North Carolina
$766K +$644 +1 +0.1%
FCIM
2831
Fairview Capital Investment Management
California
$766K +$206K +320 +39%
ST
2832
Somerset Trust
Pennsylvania
$764K -$4.51K -7 -0.6%
CTFG
2833
Capstone Triton Financial Group
Oklahoma
$763K +$644 +1 +0.1%
RCM
2834
Radnor Capital Management
Pennsylvania
$762K – – –
SFS
2835
Sharp Financial Services
Pennsylvania
$761K -$16.1K -25 -2%
WFA
2836
Wells Financial Advisors
Massachusetts
$759K -$231K -358 -24%
PS
2837
Pinney & Scofield
Massachusetts
$759K – – –
TWM
2838
Triton Wealth Management
Arizona
$755K -$4.51K -7 -0.6%
ACM
2839
Argent Capital Management
Missouri
$752K – – –
WCM
2840
Whitener Capital Management
North Carolina
$752K +$169K +263 +31%
VFG
2841
Victory Financial Group
Texas
$751K +$162K +252 +29%
MAM
2842
Milestone Asset Management
Pennsylvania
$749K +$65.7K +102 +10%
HCA
2843
Harpswell Capital Advisors
Maine
$749K +$721K +1,119 New
GC
2844
Glenorchy Capital
Australia
$748K – – –
DBRC
2845
D.B. Root & Company
Pennsylvania
$747K +$21.3K +33 +3%
GF
2846
GGM Financials
Ohio
$745K +$1.93K +3 +0.3%
SNBOSD
2847
Security National Bank of So Dak
Iowa
$744K +$117K +181 +19%
APWA
2848
Atlas Private Wealth Advisors
New Jersey
$744K -$751K -1,166 -51%
CWP
2849
Concord Wealth Partners
Virginia
$743K +$1.29K +2 +0.2%
FFWM
2850
Future Financial Wealth Management
Ohio
$741K – – –
112 113
114
115 116