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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
DC
3151
Defender Capital
North Carolina
$339K – – –
BWL
3152
Beacon Wealthcare LLC
North Carolina
$339K – – –
WN
3153
Williams & Novak
California
$339K – – –
FLA
3154
Financial Life Advisors
Texas
$338K – – –
BWM
3155
BlackDiamond Wealth Management
New York
$338K -$18.9K -32 -5%
CBOR
3156
Community Bank of Raymore
Missouri
$337K – – –
SFP
3157
SwitchPoint Financial Planning
Utah
$337K – – –
GWM
3158
Graybill Wealth Management
Illinois
$337K +$354K +600 New
CIG
3159
Cairn Investment Group
Washington
$337K -$20.7K -35 -6%
LEFP
3160
Leading Edge Financial Planning
Tennessee
$337K – – –
QFW
3161
QTR Family Wealth
Florida
$335K +$353K +597 New
PWM
3162
Prentice Wealth Management
New York
$334K -$8.27K -14 -2%
HC
3163
Hurley Capital
New York
$333K +$37.8K +64 +12%
MGIA
3164
Matthew Goff Investment Advisor
Texas
$333K -$8.86K -15 -2%
AIC
3165
Argus Investors Counsel
New York
$333K -$1.77K -3 -0.5%
GWAM
3166
Guardian Wealth Advisors (Minnesota)
Minnesota
$333K +$34.3K +58 +11%
CFGA
3167
Cambridge Financial Group (Arizona)
Arizona
$332K – – –
GSC
3168
G&S Capital
Colorado
$331K +$591 +1 +0.2%
GW
3169
Griffith & Werner
Georgia
$331K -$250K -423 -42%
NWM
3170
Nova Wealth Management
Florida
$331K +$18.9K +32 +6%
SWM
3171
Silverlake Wealth Management
Vermont
$331K +$113K +191 +48%
HHWM
3172
Hiley Hunt Wealth Management
Nebraska
$331K +$1.18K +2 +0.3%
BCM
3173
Buckhead Capital Management
Georgia
$331K +$8.27K +14 +2%
DSC
3174
Duncker Streett & Co
Missouri
$330K – – –
FFS
3175
Fischer Financial Services
Pennsylvania
$329K -$14.8K -25 -4%
125 126
127
128 129