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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
DFC
3051
DBK Financial Counsel
Ohio
$873K -$1.27M -1,747 -60%
FA
3052
Fermata Advisors
California
$871K +$18.2K +25 +2%
GCP
3053
Gill Capital Partners
Colorado
$871K -$16.7K -23 -2%
MCA
3054
Midwest Capital Advisors
Michigan
$869K +$2.19K +3 +0.3%
SFS
3055
Stiles Financial Services
Minnesota
$868K +$17.5K +24 +2%
FRA
3056
Front Row Advisors
California
$866K – – –
AWA
3057
AmeriServ Wealth Advisors
Pennsylvania
$864K – – –
SFP
3058
Strategic Financial Planning
Texas
$860K +$355K +487 +74%
PAS
3059
Professional Advisory Services
Florida
$857K +$834K +1,145 New
ST
3060
Somerset Trust
Pennsylvania
$855K – – –
SLWA
3061
San Luis Wealth Advisors
California
$854K -$5.83K -8 -0.7%
RCM
3062
Radnor Capital Management
Pennsylvania
$853K – – –
MPIA
3063
Milestones Private Investment Advisors
New York
$850K -$17.5K -24 -2%
GPWM
3064
Grant Private Wealth Management
California
$845K -$27.7K -38 -3%
VCAM
3065
Van Cleef Asset Management
Ohio
$844K -$54.6K -75 -6%
TFA
3066
TPG Financial Advisors
Oregon
$841K – – –
RCG
3067
Regatta Capital Group
California
$840K -$91.8K -126 -10%
CRWM
3068
Castle Rock Wealth Management
California
$840K +$11.7K +16 +1%
TPF
3069
Tribridge Partners Financial
Maryland
$838K +$473K +650 +136%
TWD
3070
True Wealth Design
Ohio
$837K – – –
LWM
3071
LJI Wealth Management
Indiana
$837K +$126K +173 +18%
WP
3072
Wealthspan Partners
Iowa
$837K +$71.4K +98 +10%
PIM
3073
Penobscot Investment Management
Massachusetts
$833K -$126K -173 -13%
SG
3074
Stanich Group
New York
$833K +$360K +495 +80%
SNBOSD
3075
Security National Bank of So Dak
Iowa
$832K – – –
121 122
123
124 125