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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CPWM
3101
Cypress Point Wealth Management
Texas
$409K – – –
IWP
3102
Insight Wealth Partners
Texas
$409K – – –
DK
3103
David Kennon
Florida
$408K – – –
EGA
3104
Eagle Global Advisors
Texas
$407K +$71K +120 +21%
CSA
3105
Cornerstone Select Advisors
Missouri
$406K +$408K +690 New
NPAN
3106
Northeast Planning Associates NH
New Hampshire
$406K +$408K +690 New
AGP
3107
Aspire Growth Partners
Florida
$404K +$407K +687 New
MSS
3108
Mitchell Sinkler & Starr
Pennsylvania
$404K – – –
WA
3109
Wambolt & Associates
Colorado
$404K -$140K -236 -26%
NCM
3110
Neumann Capital Management
California
$403K – – –
NG
3111
NWK Group
California
$403K – – –
SFG
3112
Synergy Financial Group
California
$403K +$30.2K +51 +8%
HFA
3113
Highland Financial Advisors
New Jersey
$403K +$74K +125 +22%
FCM
3114
Fogel Capital Management
Florida
$402K +$10.1K +17 +3%
LIA
3115
Lynx Investment Advisory
District of Columbia
$401K +$4.74K +8 +1%
CPA
3116
Compass Planning Associates
Massachusetts
$401K +$403K +681 New
RIP
3117
Reliant Investment Partners
North Carolina
$400K +$402K +679 New
DB
3118
Dravo Bay
Delaware
$398K +$400K +676 New
CHC
3119
City Holding Co
West Virginia
$398K -$16K -27 -4%
BCA
3120
Ballentine Capital Advisors
South Carolina
$397K -$1.78K -3 -0.4%
SRA
3121
Secured Retirement Advisors
Minnesota
$395K – – –
DFA
3122
Delta Financial Advisors
Louisiana
$393K -$202K -341 -34%
SAM
3123
Seelaus Asset Management
New Jersey
$391K – – –
GAA
3124
Global Assets Advisory
Florida
$391K -$398K -672 -50%
RMCM
3125
Reynders McVeigh Capital Management
Massachusetts
$391K +$40.3K +68 +11%
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125
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