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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
IWP
3076
Insight Wealth Partners
Texas
$431K – – –
TWP
3077
Total Wealth Planning
Ohio
$430K -$227K -395 -36%
FWM
3078
Finer Wealth Management
Massachusetts
$429K -$28.1K -49 -7%
CFSG
3079
Clark Financial Services Group
Missouri
$429K +$2.3K +4 +0.6%
SPI
3080
Sutton Place Investors
New York
$429K +$18.9K +33 +5%
HFP
3081
Holistic Financial Partners
Indiana
$429K +$397K +691 New
CSA
3082
Cornerstone Select Advisors
Missouri
$428K – – –
ESBC
3083
E.S. Barr & Co
Kentucky
$428K – – –
FTA
3084
Financial & Tax Architects
Missouri
$428K -$374K -652 -49%
EFP
3085
Elser Financial Planning
Indiana
$427K -$1.72K -3 -0.4%
FCG
3086
Fielder Capital Group
Tennessee
$427K -$13.2K -23 -3%
CFAM
3087
Center For Asset Management
Florida
$426K -$1.72K -3 -0.4%
DFA
3088
Delta Financial Advisors
Louisiana
$426K +$7.46K +13 +2%
MSS
3089
Mitchell Sinkler & Starr
Pennsylvania
$426K – – –
NG
3090
NWK Group
California
$425K – – –
PFG
3091
Pinnacle Financial Group
Illinois
$425K -$121K -211 -24%
HFA
3092
Highland Financial Advisors
New Jersey
$425K – – –
FFA
3093
Fortune Financial Advisors
Kansas
$423K -$10.9K -19 -3%
SWM
3094
Sendero Wealth Management
Texas
$422K – – –
RIP
3095
Reliant Investment Partners
North Carolina
$422K – – –
CHC
3096
City Holding Co
West Virginia
$422K +$5.17K +9 +1%
HWM
3097
Hassell Wealth Management
Louisiana
$419K -$18.4K -32 -5%
DB
3098
Dravo Bay
Delaware
$418K – – –
KFS
3099
Kurt F. Somerville
$417K -$21.8K -38 -5%
LEFP
3100
Leading Edge Financial Planning
Tennessee
$416K +$40.2K +70 +12%
122 123
124
125 126