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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
BFS
3151
Beacon Financial Strategies
North Carolina
$604K – – –
MSWM
3152
Mowery & Schoenfeld Wealth Management
Illinois
$602K -$21.9K -32 -3%
DWA
3153
Dougherty Wealth Advisers
Minnesota
$602K – – –
AWM
3154
Austin Wealth Management
Texas
$601K -$118K -173 -16%
PMG
3155
Private Management Group
California
$599K – – –
OPF
3156
Old Peak Finance
North Carolina
$599K – – –
MPCG
3157
Matrix Private Capital Group
New York
$598K +$683 +1 +0.1%
ACIM
3158
Azimuth Capital Investment Management
Michigan
$596K +$13.7K +20 +2%
SFG
3159
Synergy Financial Group
California
$596K +$177K +259 +40%
AGA
3160
Arkos Global Advisors
Texas
$596K -$2.73K -4 -0.4%
AMBIA
3161
Allen Mooney & Barnes Investment Advisors
Georgia
$595K – – –
FSA
3162
Financial Security Advisor
Virginia
$595K +$1.37K +2 +0.2%
AIS
3163
Advocate Investing Services
Maryland
$595K +$18.4K +27 +3%
LWM
3164
Lodestone Wealth Management
Washington
$594K +$15K +22 +2%
CP
3165
Cornerstone Planning
North Carolina
$593K +$25.9K +38 +4%
BWM
3166
BNC Wealth Management
Oregon
$592K -$403K -590 -39%
SFAM
3167
Sawyer Falduto Asset Management
Illinois
$591K – – –
BMWS
3168
Brady Martz Wealth Solutions
North Dakota
$589K +$218K +319 +55%
MAWCM
3169
Mine & Arao Wealth Creation & Management
California
$588K – – –
CCA
3170
Cravens & Co Advisors
Tennessee
$588K – – –
JLBC
3171
J.L. Bainbridge & Co
Florida
$587K +$190K +278 +45%
CFG
3172
Chapman Financial Group
Hawaii
$585K – – –
GLR
3173
Great Lakes Retirement
Ohio
$585K -$128K -188 -17%
CC
3174
Cypress Capital
Tennessee
$584K – – –
EA
3175
Eclectic Associates
California
$583K +$158K +232 +35%
125 126
127
128 129