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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
3076
Sendero Wealth Management
Texas
$210K +$202K +364 New
MFG
3077
Midwest Financial Group
Kansas
$209K +$202K +363 New
TFP
3078
Tilia Fiduciary Partners
North Carolina
$208K +$201K +361 New
CCP
3079
Carmel Capital Partners
California
$208K +$200K +360 New
NHFG
3080
New Harbor Financial Group
Massachusetts
$207K -$167K -300 -45%
MAM
3081
MWA Asset Management
Massachusetts
$207K +$200K +359 New
RA
3082
Rise Advisors
New York
$206K +$1.67K +3 +0.8%
AFC
3083
AFT Forsyth & Company
Florida
$205K +$197K +355 New
VBFP
3084
Valtinson Bruner Financial Planning
Minnesota
$204K +$196K +353 New
VH
3085
Visionary Horizons
Tennessee
$204K +$196K +353 New
HWMG
3086
Hurlow Wealth Management Group
Indiana
$203K +$196K +352 New
SFPM
3087
Sensible Financial Planning & Management
Massachusetts
$203K +$196K +352 New
SRWM
3088
Shira Ridge Wealth Management
California
$203K +$195K +351 New
RRWA
3089
Rainey & Randall Wealth Advisors
Florida
$202K +$195K +351 New
NI
3090
NDVR Inc
Massachusetts
$202K +$196K +352 New
BSAM
3091
Blue Square Asset Management
New York
$202K +$195K +350 New
BFP
3092
Brewster Financial Planning
New York
$202K +$195K +350 New
CA
3093
Cannon Advisors
North Carolina
$201K +$195K +351 New
ECG
3094
EPIQ Capital Group
California
$200K +$193K +347 New
BCM
3095
Blume Capital Management
California
$200K +$53.4K +96 +38%
FPF
3096
First Pacific Financial
Washington
$199K -$60K -108 -24%
RAM
3097
Riggs Asset Management
Pennsylvania
$197K – – –
MM
3098
Main Management
California
$194K +$56.2K +101 +43%
FCG
3099
Financial Connections Group
California
$190K – – –
BCP
3100
Blue Chip Partners
Michigan
$186K – – –
122 123
124
125 126