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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
IF
3026
Integrity Financial
Wyoming
$419K -$63.8K -108 -13%
CPC
3027
Cookson Peirce & Co
Pennsylvania
$419K +$208K +353 +90%
FSA
3028
Financial Security Advisor
Virginia
$417K -$113K -192 -21%
MLL
3029
Moody Lynn & Lieberson
Massachusetts
$416K -$167K -282 -28%
TAM
3030
Tucker Asset Management
Colorado
$416K -$34.8K -59 -7%
CMS
3031
Capital Market Strategies
Florida
$416K -$358K -607 -45%
FWM
3032
Finer Wealth Management
Massachusetts
$416K – – –
GCWM
3033
Guided Capital Wealth Management
Texas
$414K – – –
TWM
3034
Trevian Wealth Management
Massachusetts
$413K +$591 +1 +0.1%
CWD
3035
Clarity Wealth Development
Oregon
$413K – – –
SGWM
3036
Sterling Group Wealth Management
California
$412K +$17.1K +29 +4%
HCM
3037
Hillman Capital Management
Maryland
$411K -$23.6K -40 -5%
CF
3038
Clarity Financial
Texas
$411K -$14.8K -25 -3%
EA
3039
Ellsworth Advisors
Ohio
$411K +$6.5K +11 +2%
AHC
3040
Adell Harriman & Carpenter
Texas
$410K – – –
PD
3041
Planning Directions
Pennsylvania
$410K -$56.7K -96 -12%
CFAM
3042
Center For Asset Management
Florida
$407K +$1.77K +3 +0.4%
CPC
3043
Consolidated Planning Corp
Georgia
$406K – – –
SLT
3044
St Louis Trust
Missouri
$405K -$236K -400 -36%
WFG
3045
Wills Financial Group
Virginia
$405K +$56.1K +95 +15%
CMP
3046
Coston McIsaac & Partners
Maine
$402K – – –
DA
3047
Dover Advisors
Virginia
$402K – – –
RIS
3048
Richmond Investment Services
Wisconsin
$401K -$7.68K -13 -2%
OBGC
3049
O'Brien Greene & Co
Pennsylvania
$401K – – –
OHWP
3050
Oak Harbor Wealth Partners
North Carolina
$400K – – –
120 121
122
123 124