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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CFGA
2876
Cambridge Financial Group (Arizona)
Arizona
$336K – – –
SSWM
2877
Strait & Sound Wealth Management
California
$336K -$65.6K -118 -17%
SIAP
2878
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$336K +$324K +582 New
FFA
2879
Frazier Financial Advisors
Ohio
$335K +$11.7K +21 +4%
FF
2880
Farnam Financial
Arizona
$335K +$323K +581 New
BSG
2881
Black Swift Group
Colorado
$333K – – –
CMAI
2882
Capital Management Associates Inc
Minnesota
$332K +$556 +1 +0.2%
OFG
2883
Orcam Financial Group
California
$332K – – –
BCM
2884
Buckhead Capital Management
Georgia
$331K – – –
AHB
2885
Abner Herrman & Brock
New Jersey
$330K +$6.67K +12 +2%
EGA
2886
Eagle Global Advisors
Texas
$330K – – –
HWM
2887
HRC Wealth Management
Idaho
$330K +$1.67K +3 +0.5%
AWM
2888
Aspire Wealth Management
Massachusetts
$329K -$11.7K -21 -4%
MC
2889
Matisse Capital
Oregon
$328K -$4.45K -8 -1%
FA
2890
Financial Alternatives
California
$326K -$84K -151 -21%
CCA
2891
Checchi Capital Advisers
California
$326K -$445K -800 -59%
HWA
2892
Hillcrest Wealth Advisors
New Jersey
$326K +$106K +191 +51%
CBA
2893
Coastal Bridge Advisors
Connecticut
$326K -$19.5K -35 -6%
SC
2894
Schiavi & Co
Delaware
$326K +$79K +142 +34%
AFA
2895
Alpha Financial Advisors
North Carolina
$323K +$311K +560 New
WF
2896
WoodTrust Financial
Wisconsin
$323K – – –
HFA
2897
Highland Financial Advisors
New Jersey
$322K +$311K +559 New
GFG
2898
Greystone Financial Group
Michigan
$322K +$310K +558 New
JFL
2899
Jarislowsky, Fraser Ltd
Quebec, Canada
$322K -$2.18M -3,924 -88%
BAM
2900
Byrne Asset Management
New Jersey
$321K +$310K +557 New
114 115
116
117 118