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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
3026
Tucker Asset Management
Colorado
$416K -$34.8K -59 -7%
CMS
3027
Capital Market Strategies
Florida
$416K -$358K -607 -45%
FWM
3028
Finer Wealth Management
Massachusetts
$416K – – –
GCWM
3029
Guided Capital Wealth Management
Texas
$414K – – –
TWM
3030
Trevian Wealth Management
Massachusetts
$413K +$591 +1 +0.1%
CWD
3031
Clarity Wealth Development
Oregon
$413K – – –
SGWM
3032
Sterling Group Wealth Management
California
$412K +$17.1K +29 +4%
HCM
3033
Hillman Capital Management
Maryland
$411K -$23.6K -40 -5%
CF
3034
Clarity Financial
Texas
$411K -$14.8K -25 -3%
EA
3035
Ellsworth Advisors
Ohio
$411K +$6.5K +11 +2%
AHC
3036
Adell Harriman & Carpenter
Texas
$410K – – –
PD
3037
Planning Directions
Pennsylvania
$410K -$56.7K -96 -12%
CFAM
3038
Center For Asset Management
Florida
$407K +$1.77K +3 +0.4%
CPC
3039
Consolidated Planning Corp
Georgia
$406K – – –
SLT
3040
St Louis Trust
Missouri
$405K -$236K -400 -36%
WFG
3041
Wills Financial Group
Virginia
$405K +$56.1K +95 +15%
CMP
3042
Coston McIsaac & Partners
Maine
$402K – – –
DA
3043
Dover Advisors
Virginia
$402K – – –
RIS
3044
Richmond Investment Services
Wisconsin
$401K -$7.68K -13 -2%
OBGC
3045
O'Brien Greene & Co
Pennsylvania
$401K – – –
OHWP
3046
Oak Harbor Wealth Partners
North Carolina
$400K – – –
FCG
3047
Fielder Capital Group
Tennessee
$399K – – –
JWM
3048
JPL Wealth Management
Colorado
$399K -$29.5K -50 -7%
KFS
3049
Kurt F. Somerville
$398K – – –
SFGP
3050
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$398K +$80.3K +136 +24%
120 121
122
123 124