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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
3101
Brio Consultants
California
$649K -$11.6K -17 -2%
AWM
3102
Aries Wealth Management
Maine
$648K – – –
MGWA
3103
Monument Group Wealth Advisors
Massachusetts
$647K – – –
KCFA
3104
Key Client Fiduciary Advisors
New Jersey
$647K -$8.19K -12 -1%
OFA
3105
Orographic Financial Advisors
Colorado
$647K +$677K +991 New
BC
3106
Barnett & Company
Tennessee
$646K +$5.46K +8 +0.8%
RWS
3107
Resolute Wealth Strategies
Mississippi
$644K -$40.3K -59 -6%
RCM
3108
Richardson Capital Management
Wisconsin
$644K -$2.73K -4 -0.4%
SMA
3109
Seven Mile Advisory
New Jersey
$639K -$14.7M -21,483 -96%
JWM
3110
JPL Wealth Management
Colorado
$637K +$7.51K +11 +1%
DFA
3111
Delta Financial Advisors
Louisiana
$637K +$21.2K +31 +3%
CCP
3112
Carmel Capital Partners
California
$636K – – –
USB
3113
Union Savings Bank
Connecticut
$636K +$29.4K +43 +5%
WAM
3114
WealthTrust Asset Management
Florida
$636K +$77.8K +114 +13%
VAM
3115
Virtue Asset Management
Illinois
$635K – – –
HBW
3116
Hazlett, Burt & Watson
West Virginia
$633K +$92.2K +135 +16%
MSG
3117
Main Street Group
Virginia
$633K -$139K -203 -17%
RIM
3118
RW Investment Management
Idaho
$632K +$661K +968 New
AAA
3119
Andrews Advisory Associates
Hawaii
$632K -$110K -161 -14%
PFG
3120
Premier Financial Group
California
$630K -$15.7K -23 -2%
CPWM
3121
Cypress Point Wealth Management
Texas
$630K -$33.5K -49 -5%
BI
3122
Breachway Investments
Rhode Island
$627K – – –
AZ
3123
Alpha Zero
Florida
$625K +$28K +41 +4%
WIM
3124
Westside Investment Management
California
$624K +$17.8K +26 +3%
BF
3125
Blankinship & Foster
California
$624K -$135K -197 -17%
123 124
125
126 127