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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
3051
Wealthspan Partners
Iowa
$837K +$71.4K +98 +10%
PIM
3052
Penobscot Investment Management
Massachusetts
$833K -$126K -173 -13%
SG
3053
Stanich Group
New York
$833K +$360K +495 +80%
FDW
3054
Fourth Dimension Wealth
Ohio
$831K +$16K +22 +2%
TVPW
3055
Third View Private Wealth
Connecticut
$831K -$9.47K -13 -1%
CTFG
3056
Capstone Triton Financial Group
Oklahoma
$828K -$804K -1,104 -50%
TBT
3057
Texas Bank & Trust
Texas
$828K +$60.4K +83 +8%
FCM
3058
Fourpath Capital Management
Oklahoma
$825K +$8.74K +12 +1%
SPIO
3059
Seven Post Investment Office
California
$824K – – –
JSC
3060
Jackson Square Capital
California
$822K +$46.6K +64 +6%
BI
3061
Beckerman Institutional
New Jersey
$821K +$66.3K +91 +9%
KFG
3062
Kelly Financial Group
Connecticut
$820K +$21.1K +29 +3%
FFWM
3063
Future Financial Wealth Management
Ohio
$820K – – –
MIAS
3064
Mason Investment Advisory Services
Virginia
$818K +$2.19K +3 +0.3%
AFA
3065
Arlington Financial Advisors
California
$815K -$24K -33 -3%
DBRC
3066
D.B. Root & Company
Pennsylvania
$815K -$12.4K -17 -2%
PMG
3067
Private Management Group
California
$814K +$124K +170 +19%
VCM
3068
Virtue Capital Management
Tennessee
$813K -$212K -291 -21%
OL
3069
one8zero8 LLC
North Carolina
$813K +$728 +1 +0.1%
CFM
3070
Cornerstone Financial Management
Massachusetts
$813K – – –
PMSA
3071
Patrick M. Sweeney & Associates
Illinois
$813K – – –
MAFA
3072
MJT & Associates Financial Advisory
Minnesota
$812K – – –
RI
3073
Ruggiero Investments
Florida
$811K – – –
T
3074
Tidemark
California
$809K +$43K +59 +6%
RGF
3075
Retirement Guys Formula
Ohio
$806K +$728 +1 +0.1%
121 122
123
124 125