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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
TSWM
3151
Triangle Securities Wealth Management
North Carolina
$659K -$128K -188 -16%
CPC
3152
Consolidated Planning Corp
Georgia
$659K -$11.5K -17 -2%
5NPW
3153
55 North Private Wealth
Florida
$658K +$652K +960 New
FNT
3154
First Nebraska Trust
Nebraska
$658K -$8.83K -13 -1%
SCM
3155
Sollinda Capital Management
Florida
$656K -$77.4K -114 -11%
SP
3156
Stonebrook Private
Michigan
$656K -$32.6K -48 -5%
MSWM
3157
Mowery & Schoenfeld Wealth Management
Illinois
$653K +$21.7K +32 +3%
RGF
3158
Retirement Guys Formula
Ohio
$653K – – –
FFA
3159
Frazier Financial Advisors
Ohio
$653K – – –
EI
3160
Ethic Inc
New York
$653K -$689K -1,014 -52%
BI
3161
Breachway Investments
Rhode Island
$653K +$647K +953 New
TWM
3162
Timmons Wealth Management
Massachusetts
$649K +$644K +948 New
RFN
3163
RDA Financial Network
Iowa
$649K -$580K -854 -47%
FPF
3164
First Pacific Financial
Washington
$649K +$156K +230 +32%
CA
3165
Cambridge Advisors
Nebraska
$649K – – –
SFGM
3166
Stonebridge Financial Group (Missouri)
Missouri
$648K +$642K +946 New
NG
3167
Northstar Group
New York
$647K +$407K +600 +174%
WFA
3168
Wells Financial Advisors
Massachusetts
$647K -$128K -189 -17%
DFA
3169
Delta Financial Advisors
Louisiana
$646K +$170K +250 +36%
GC
3170
Garde Capital
Washington
$645K -$504K -742 -44%
HIM
3171
Harbour Investment Management
Washington
$645K -$21.7K -32 -3%
KCM
3172
KM Capital Management
Texas
$643K +$106K +156 +20%
DF
3173
DecisionPoint Financial
Arizona
$642K +$314K +462 +97%
CP
3174
Covenant Partners
Tennessee
$641K +$67.2K +99 +12%
BWM
3175
BCO Wealth Management
New Mexico
$640K -$13.6K -20 -2%
125 126
127
128 129