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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
MSWM
3151
Mowery & Schoenfeld Wealth Management
Illinois
$653K +$21.7K +32 +3%
RGF
3152
Retirement Guys Formula
Ohio
$653K – – –
FFA
3153
Frazier Financial Advisors
Ohio
$653K – – –
EI
3154
Ethic Inc
New York
$653K -$689K -1,014 -52%
BI
3155
Breachway Investments
Rhode Island
$653K +$647K +953 New
TWM
3156
Timmons Wealth Management
Massachusetts
$649K +$644K +948 New
RFN
3157
RDA Financial Network
Iowa
$649K -$580K -854 -47%
FPF
3158
First Pacific Financial
Washington
$649K +$156K +230 +32%
CA
3159
Cambridge Advisors
Nebraska
$649K – – –
SFGM
3160
Stonebridge Financial Group (Missouri)
Missouri
$648K +$642K +946 New
NG
3161
Northstar Group
New York
$647K +$407K +600 +174%
WFA
3162
Wells Financial Advisors
Massachusetts
$647K -$128K -189 -17%
DFA
3163
Delta Financial Advisors
Louisiana
$646K +$170K +250 +36%
GC
3164
Garde Capital
Washington
$645K -$504K -742 -44%
HIM
3165
Harbour Investment Management
Washington
$645K -$21.7K -32 -3%
KCM
3166
KM Capital Management
Texas
$643K +$106K +156 +20%
DF
3167
DecisionPoint Financial
Arizona
$642K +$314K +462 +97%
CP
3168
Covenant Partners
Tennessee
$641K +$67.2K +99 +12%
BWM
3169
BCO Wealth Management
New Mexico
$640K -$13.6K -20 -2%
USB
3170
Union Savings Bank
Connecticut
$638K +$632K +931 New
BW
3171
Bravera Wealth
North Dakota
$637K +$632K +930 New
WIM
3172
Westside Investment Management
California
$636K +$53.6K +79 +9%
GSF
3173
Grove Street Fiduciary
New Hampshire
$636K +$65.9K +97 +12%
BFS
3174
Beacon Financial Strategies
North Carolina
$633K – – –
DWA
3175
Dougherty Wealth Advisers
Minnesota
$632K +$549K +809 +716%
125 126
127
128 129