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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
GG
3001
GenWealth Group
New Jersey
$431K -$21M -35,542 -98%
GA
3002
GoalVest Advisory
New York
$431K +$1.18K +2 +0.3%
MIP
3003
Marietta Investment Partners
Wisconsin
$431K +$13K +22 +3%
CAM
3004
Columbia Asset Management
Michigan
$430K – – –
BBI
3005
Baxter Bros Inc
Connecticut
$430K +$14.8K +25 +3%
NCM
3006
Noesis Capital Mangement
Florida
$429K -$4.13K -7 -0.9%
SWP
3007
Significant Wealth Partners
Illinois
$429K +$166K +281 +58%
CPA
3008
Compass Planning Associates
Massachusetts
$429K +$49K +83 +12%
VBA
3009
von Borstel & Associates
Oregon
$429K – – –
WIP
3010
WealthCare Investment Partners
Rhode Island
$428K +$5.91K +10 +1%
RWB
3011
RMR Wealth Builders
New Jersey
$428K -$19.5K -33 -4%
HF
3012
Holcombe Financial
Georgia
$427K – – –
SFWC
3013
Strategic Family Wealth Counselors
New Jersey
$426K – – –
QIM
3014
Quest Investment Management
Oregon
$425K – – –
OPPS
3015
Obsidian Personal Planning Solutions
Maryland
$423K -$25.4K -43 -5%
NAMP
3016
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$421K – – –
SWK
3017
Stephen W. Kidder
$421K – – –
OFP
3018
OLIO Financial Planning
Virginia
$421K – – –
PWG
3019
Private Wealth Group
Florida
$421K -$107K -182 -20%
FF
3020
Finley Financial
Nevada
$420K – – –
CAC
3021
Core Alternative Capital
Georgia
$420K -$10.6K -18 -2%
IF
3022
Integrity Financial
Wyoming
$419K -$63.8K -108 -13%
CPC
3023
Cookson Peirce & Co
Pennsylvania
$419K +$208K +353 +90%
FSA
3024
Financial Security Advisor
Virginia
$417K -$113K -192 -21%
MLL
3025
Moody Lynn & Lieberson
Massachusetts
$416K -$167K -282 -28%
119 120
121
122 123