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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
DWA
2951
Delos Wealth Advisors
Texas
$229K +$5.78K +11 +3%
CFSG
2952
Clark Financial Services Group
Missouri
$228K – – –
AG
2953
Advocate Group
Minnesota
$227K – – –
BIA
2954
Barry Investment Advisors
Massachusetts
$227K -$189K -359 -46%
HCM
2955
Hillman Capital Management
Maryland
$225K – – –
MFG
2956
Marmo Financial Group
Tennessee
$225K +$217K +412 New
TWM
2957
TMD Wealth Management
Arizona
$225K – – –
DWA
2958
Douglass Winthrop Advisors
New York
$224K +$216K +410 New
VWA
2959
Valued Wealth Advisors
Utah
$223K +$526 +1 +0.2%
NC
2960
NBW Capital
Massachusetts
$223K -$86.8K -165 -29%
PWM
2961
Provident Wealth Management
Tennessee
$223K -$3.15K -6 -1%
RS
2962
Rakuten Securities
Japan
$223K +$213K +405 +20,250%
OWM
2963
Opes Wealth Management
California
$222K +$213K +406 New
UAS
2964
United Asset Strategies
New York
$222K +$213K +406 New
T
2965
TCWP
Ohio
$222K -$28.4K -54 -12%
EWS
2966
Evergreen Wealth Solutions
Pennsylvania
$221K -$9.99K -19 -4%
MWP
2967
Meredith Wealth Planning
Illinois
$219K -$28.4K -54 -12%
HC
2968
Hourglass Capital
Texas
$219K -$57.3K -109 -21%
AMIM
2969
Aull & Monroe Investment Management
Alabama
$219K – – –
EM
2970
ELCO Management
New York
$218K – – –
CWA
2971
CJM Wealth Advisers
Virginia
$218K – – –
TDC
2972
Thompson Davis & Co
Virginia
$218K +$526 +1 +0.3%
RH
2973
RFG Holdings
Texas
$218K +$209K +397 New
DSAM
2974
Dock Street Asset Management
Florida
$217K -$5.78K -11 -3%
HHRDM
2975
H&H Retirement Design & Management
Nevada
$216K +$204K +388 New
117 118
119
120 121