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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
DF
3051
Dunhill Financial
United Kingdom
$217K +$74.5K +134 +55%
EFP
3052
EnRich Financial Partners
Wisconsin
$216K -$75.1K -135 -26%
3F
3053
360 Financial
Minnesota
$216K +$209K +375 New
DWAM
3054
Duncan Williams Asset Management
Tennessee
$216K -$33.4K -60 -14%
TDC
3055
Thompson Davis & Co
Virginia
$216K -$13.9K -25 -6%
KC
3056
Kinloch Capital
Virginia
$216K – – –
FEM
3057
Fulcrum Equity Management
Texas
$215K +$207K +373 New
EFP
3058
Elser Financial Planning
Indiana
$215K +$3.34K +6 +2%
DAC
3059
Dividend Assets Capital
South Carolina
$214K +$1.67K +3 +0.8%
PFP
3060
Paragon Financial Partners
California
$213K – – –
UAS
3061
United Asset Strategies
New York
$213K -$20K -36 -9%
HP
3062
Hyperion Partners
Pennsylvania
$213K +$205K +369 New
HFM
3063
Hartford Funds Management
Pennsylvania
$213K -$171K -307 -45%
AFM
3064
Abbot Financial Management
Massachusetts
$212K – – –
BBW
3065
Blue Barn Wealth
Utah
$212K +$205K +368 New
DWM
3066
Dopkins Wealth Management
New York
$212K -$12.8K -23 -6%
PIA
3067
Powell Investment Advisors
Florida
$212K – – –
AWC
3068
Adamsbrown Wealth Consultants
Kansas
$212K +$204K +367 New
OC
3069
Opinicus Capital
Florida
$211K +$204K +367 New
OPOWM
3070
One Plus One Wealth Management
Florida
$211K -$13.9K -25 -6%
PMSA
3071
Patrick M. Sweeney & Associates
Illinois
$211K +$203K +365 New
AA
3072
AJ Advisors
Tennessee
$210K +$203K +365 New
SWM
3073
Sendero Wealth Management
Texas
$210K +$202K +364 New
MFG
3074
Midwest Financial Group
Kansas
$209K +$202K +363 New
TFP
3075
Tilia Fiduciary Partners
North Carolina
$208K +$201K +361 New
121 122
123
124 125