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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
NMCM
3001
Nicholson Meyer Capital Management
Missouri
$434K +$456K +772 New
YIH
3002
Y-Intercept (HK)
Hong Kong
$434K +$202K +342 +80%
PFA
3003
Petra Financial Advisors
Colorado
$433K -$6.5K -11 -1%
CWP
3004
Core Wealth Partners
California
$432K +$591 +1 +0.1%
GG
3005
GenWealth Group
New Jersey
$431K -$21M -35,542 -98%
GA
3006
GoalVest Advisory
New York
$431K +$1.18K +2 +0.3%
MIP
3007
Marietta Investment Partners
Wisconsin
$431K +$13K +22 +3%
CAM
3008
Columbia Asset Management
Michigan
$430K – – –
BBI
3009
Baxter Bros Inc
Connecticut
$430K +$14.8K +25 +3%
NCM
3010
Noesis Capital Mangement
Florida
$429K -$4.13K -7 -0.9%
SWP
3011
Significant Wealth Partners
Illinois
$429K +$166K +281 +58%
CPA
3012
Compass Planning Associates
Massachusetts
$429K +$49K +83 +12%
VBA
3013
von Borstel & Associates
Oregon
$429K – – –
WIP
3014
WealthCare Investment Partners
Rhode Island
$428K +$5.91K +10 +1%
RWB
3015
RMR Wealth Builders
New Jersey
$428K -$19.5K -33 -4%
HF
3016
Holcombe Financial
Georgia
$427K – – –
SFWC
3017
Strategic Family Wealth Counselors
New Jersey
$426K – – –
QIM
3018
Quest Investment Management
Oregon
$425K – – –
OPPS
3019
Obsidian Personal Planning Solutions
Maryland
$423K -$25.4K -43 -5%
NAMP
3020
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$421K – – –
SWK
3021
Stephen W. Kidder
$421K – – –
OFP
3022
OLIO Financial Planning
Virginia
$421K – – –
PWG
3023
Private Wealth Group
Florida
$421K -$107K -182 -20%
FF
3024
Finley Financial
Nevada
$420K – – –
CAC
3025
Core Alternative Capital
Georgia
$420K -$10.6K -18 -2%
119 120
121
122 123