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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
GTAM
3051
Global Trust Asset Management
Florida
$220K +$1.67K +3 +0.8%
PFA
3052
Professional Financial Advisors
Nebraska
$220K +$212K +381 New
EM
3053
ELCO Management
New York
$219K -$11.1K -20 -5%
DF
3054
Dunhill Financial
United Kingdom
$217K +$74.5K +134 +55%
EFP
3055
EnRich Financial Partners
Wisconsin
$216K -$75.1K -135 -26%
3F
3056
360 Financial
Minnesota
$216K +$209K +375 New
DWAM
3057
Duncan Williams Asset Management
Tennessee
$216K -$33.4K -60 -14%
TDC
3058
Thompson Davis & Co
Virginia
$216K -$13.9K -25 -6%
KC
3059
Kinloch Capital
Virginia
$216K – – –
FEM
3060
Fulcrum Equity Management
Texas
$215K +$207K +373 New
EFP
3061
Elser Financial Planning
Indiana
$215K +$3.34K +6 +2%
DAC
3062
Dividend Assets Capital
South Carolina
$214K +$1.67K +3 +0.8%
PFP
3063
Paragon Financial Partners
California
$213K – – –
UAS
3064
United Asset Strategies
New York
$213K -$20K -36 -9%
HP
3065
Hyperion Partners
Pennsylvania
$213K +$205K +369 New
HFM
3066
Hartford Funds Management
Pennsylvania
$213K -$171K -307 -45%
AFM
3067
Abbot Financial Management
Massachusetts
$212K – – –
BBW
3068
Blue Barn Wealth
Utah
$212K +$205K +368 New
DWM
3069
Dopkins Wealth Management
New York
$212K -$12.8K -23 -6%
PIA
3070
Powell Investment Advisors
Florida
$212K – – –
AWC
3071
Adamsbrown Wealth Consultants
Kansas
$212K +$204K +367 New
OC
3072
Opinicus Capital
Florida
$211K +$204K +367 New
OPOWM
3073
One Plus One Wealth Management
Florida
$211K -$13.9K -25 -6%
PMSA
3074
Patrick M. Sweeney & Associates
Illinois
$211K +$203K +365 New
AA
3075
AJ Advisors
Tennessee
$210K +$203K +365 New
121 122
123
124 125