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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
TPW
3101
TL Private Wealth
Texas
$407K -$25.3K -44 -6%
PC
3102
Promus Capital
Illinois
$407K – – –
GDP
3103
Great Diamond Partners
Maine
$402K +$371K +647 New
VBFP
3104
Valtinson Bruner Financial Planning
Minnesota
$401K +$144K +250 +63%
AGP
3105
Aspire Growth Partners
Florida
$399K +$1.15K +2 +0.3%
TFP
3106
Traction Financial Partners
Wyoming
$399K +$369K +642 New
DA
3107
Dover Advisors
Virginia
$397K -$43.1K -75 -10%
BCA
3108
Ballentine Capital Advisors
South Carolina
$396K -$21.2K -37 -5%
FCT
3109
Family Capital Trust
Massachusetts
$395K -$2.3K -4 -0.6%
SAM
3110
Sawgrass Asset Management
Florida
$394K +$365K +635 New
PFA
3111
Presper Financial Architects
Ohio
$394K +$365K +635 New
LFA
3112
Lauterbach Financial Advisors
Texas
$393K – – –
DOA
3113
D'Orazio & Associates
Virginia
$393K – – –
APW
3114
Aurora Private Wealth
New Jersey
$392K -$561K -977 -61%
SFS
3115
Security Financial Services
Indiana
$391K -$179K -311 -33%
HI
3116
Harper Investing
California
$390K +$361K +628 New
LF
3117
LifeSteps Financial
California
$389K – – –
KHCM
3118
Kirtland Hills Capital Management
Ohio
$389K +$360K +627 New
AMM
3119
American Money Management
California
$388K -$14.4K -25 -4%
KWM
3120
Kiker Wealth Management
Georgia
$388K -$137K -239 -28%
CFS
3121
CGC Financial Services
Oregon
$387K -$18.4K -32 -5%
ACA
3122
American Capital Advisory
Idaho
$386K – – –
SA
3123
SoundView Advisors
Washington
$385K +$6.89K +12 +2%
SFG
3124
SevenBridge Financial Group
Pennsylvania
$384K -$22.4K -39 -6%
PEA
3125
Park Edge Advisors
Ohio
$384K -$35.6K -62 -9%
123 124
125
126 127