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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
NAMP
3051
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$442K – – –
OFP
3052
OLIO Financial Planning
Virginia
$441K -$100K -169 -18%
SGI
3053
Summit Global Investments
Utah
$441K -$1.25M -2,114 -74%
RCP
3054
Rothschild Capital Partners
New York
$440K -$8.88K -15 -2%
BW
3055
Basepoint Wealth
Iowa
$440K -$65.7K -111 -13%
WS
3056
Wela Strategies
Georgia
$439K -$31.5M -53,183 -56%
CPG
3057
Cornerstone Planning Group
New Jersey
$439K -$43.2K -73 -9%
MIP
3058
Marietta Investment Partners
Wisconsin
$439K – – –
RW
3059
RVW Wealth
California
$437K -$46.8K -79 -10%
BC
3060
Brio Consultants
California
$436K +$5.92K +10 +1%
BBI
3061
Baxter Bros Inc
Connecticut
$436K – – –
FWM
3062
Finer Wealth Management
Massachusetts
$436K -$49.1K -83 -10%
CW
3063
Channel Wealth
California
$434K +$18.9K +32 +5%
GCWM
3064
Guided Capital Wealth Management
Texas
$433K +$436K +736 New
TWM
3065
Trevian Wealth Management
Massachusetts
$432K -$4.14K -7 -0.9%
CJ
3066
Caitlin John
Michigan
$431K +$52.1K +88 +14%
DW30
3067
Drucker Wealth 3.0
New Jersey
$430K -$179K -302 -29%
AHC
3068
Adell Harriman & Carpenter
Texas
$430K – – –
RIS
3069
Richmond Investment Services
Wisconsin
$428K +$430K +727 New
CPC
3070
Consolidated Planning Corp
Georgia
$426K -$162K -273 -27%
VW
3071
Veridan Wealth
Oregon
$425K +$419K +708 New
HWM
3072
Hassell Wealth Management
Louisiana
$425K – – –
CFAM
3073
Center For Asset Management
Florida
$425K -$186K -314 -30%
WAG
3074
Wiser Advisor Group
Arizona
$424K +$12.4K +21 +3%
EA
3075
Ellsworth Advisors
Ohio
$424K +$20.7K +35 +5%
121 122
123
124 125