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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CCP
3076
Carmel Capital Partners
California
$208K +$200K +360 New
NHFG
3077
New Harbor Financial Group
Massachusetts
$207K -$167K -300 -45%
MAM
3078
MWA Asset Management
Massachusetts
$207K +$200K +359 New
RA
3079
Rise Advisors
New York
$206K +$1.67K +3 +0.8%
AFC
3080
AFT Forsyth & Company
Florida
$205K +$197K +355 New
VBFP
3081
Valtinson Bruner Financial Planning
Minnesota
$204K +$196K +353 New
VH
3082
Visionary Horizons
Tennessee
$204K +$196K +353 New
HWMG
3083
Hurlow Wealth Management Group
Indiana
$203K +$196K +352 New
SFPM
3084
Sensible Financial Planning & Management
Massachusetts
$203K +$196K +352 New
SRWM
3085
Shira Ridge Wealth Management
California
$203K +$195K +351 New
RRWA
3086
Rainey & Randall Wealth Advisors
Florida
$202K +$195K +351 New
NI
3087
NDVR Inc
Massachusetts
$202K +$196K +352 New
BSAM
3088
Blue Square Asset Management
New York
$202K +$195K +350 New
BFP
3089
Brewster Financial Planning
New York
$202K +$195K +350 New
CA
3090
Cannon Advisors
North Carolina
$201K +$195K +351 New
ECG
3091
EPIQ Capital Group
California
$200K +$193K +347 New
BCM
3092
Blume Capital Management
California
$200K +$53.4K +96 +38%
FPF
3093
First Pacific Financial
Washington
$199K -$60K -108 -24%
RAM
3094
Riggs Asset Management
Pennsylvania
$197K – – –
MM
3095
Main Management
California
$194K +$56.2K +101 +43%
FCG
3096
Financial Connections Group
California
$190K – – –
BCP
3097
Blue Chip Partners
Michigan
$186K – – –
CAM
3098
Clarity Asset Management
Iowa
$184K +$15K +27 +9%
CICI
3099
Capital Investment Counsel Inc
North Carolina
$182K -$103K -185 -37%
MBFW
3100
Morton Brown Family Wealth
Pennsylvania
$179K -$34.5K -62 -17%
122 123
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