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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
SNBOSD
3051
Security National Bank of So Dak
Iowa
$761K – – –
TWM
3052
Triton Wealth Management
Arizona
$758K – – –
CTFG
3053
Capstone Triton Financial Group
Oklahoma
$757K -$24.4K -36 -3%
EB
3054
Exchange Bank
California
$756K +$17K +25 +2%
SPIO
3055
Seven Post Investment Office
California
$753K -$1.87M -2,760 -72%
PCMM
3056
Piedmont Capital Management (Montana)
Montana
$753K +$102K +150 +16%
WG
3057
Warner Group
Connecticut
$753K +$471K +694 +171%
TVPW
3058
Third View Private Wealth
Connecticut
$753K +$746K +1,099 New
FFWM
3059
Future Financial Wealth Management
Ohio
$753K -$679 -1 -0.1%
CIC
3060
Chilton Investment Company
Connecticut
$752K +$190K +280 +34%
FWA
3061
FSC Wealth Advisors
New York
$752K -$1.48M -2,183 -67%
PWS
3062
Proactive Wealth Strategies
Georgia
$750K +$4.75K +7 +0.6%
AIMA
3063
Ables Iannone Moore & Associates
Georgia
$749K +$25.1K +37 +4%
BGC
3064
Beutel, Goodman & Co
Ontario, Canada
$749K – – –
AWM
3065
Austin Wealth Management
Texas
$748K +$66.5K +98 +10%
CFM
3066
Cornerstone Financial Management
Massachusetts
$745K +$739K +1,088 New
MFG
3067
Monte Financial Group
Connecticut
$743K +$125K +184 +20%
PMSA
3068
Patrick M. Sweeney & Associates
Illinois
$743K +$489K +720 +197%
MAFA
3069
MJT & Associates Financial Advisory
Minnesota
$743K -$14.9K -22 -2%
GLR
3070
Great Lakes Retirement
Ohio
$742K -$7.47K -11 -1%
RI
3071
Ruggiero Investments
Florida
$742K +$735K +1,083 New
MAM
3072
Milestone Asset Management
Pennsylvania
$739K -$27.8K -41 -4%
HHRDM
3073
H&H Retirement Design & Management
Nevada
$739K +$2.72K +4 +0.4%
BC
3074
Bowman & Company
Wisconsin
$736K +$59.8K +88 +9%
AS
3075
Akuna Securities
Illinois
$736K +$729K +1,074 New
121 122
123
124 125