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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
HIS
3176
Horizon Investment Services
Indiana
$356K +$56.8K +96 +19%
PEA
3177
Park Edge Advisors
Ohio
$356K +$11.2K +19 +3%
BWL
3178
Beacon Wealthcare LLC
North Carolina
$355K -$20.7K -35 -5%
FLA
3179
Financial Life Advisors
Texas
$354K – – –
BF
3180
Brogan Financial
Tennessee
$354K +$1.18K +2 +0.3%
WN
3181
Williams & Novak
California
$354K -$34.3K -58 -9%
CBOR
3182
Community Bank of Raymore
Missouri
$353K – – –
DC
3183
Defender Capital
North Carolina
$353K – – –
SFP
3184
SwitchPoint Financial Planning
Utah
$353K +$355K +600 New
LEFP
3185
Leading Edge Financial Planning
Tennessee
$353K +$108K +182 +44%
AIC
3186
Argus Investors Counsel
New York
$351K -$1.18K -2 -0.3%
SFG
3187
SevenBridge Financial Group
Pennsylvania
$350K – – –
FIM
3188
Fernwood Investment Management
Massachusetts
$350K -$8.6M -14,534 -96%
SWIG
3189
Strategic Wealth Investment Group
Kentucky
$349K +$592 +1 +0.2%
GWA
3190
Gutierrez Wealth Advisory
Arkansas
$349K +$350K +592 New
AFS
3191
AFG Fiduciary Services
Massachusetts
$348K -$19.5K -33 -5%
CFGA
3192
Cambridge Financial Group (Arizona)
Arizona
$348K +$4.74K +8 +1%
GSC
3193
G&S Capital
Colorado
$347K – – –
SAM
3194
SignalPoint Asset Management
Missouri
$347K – – –
DSC
3195
Duncker Streett & Co
Missouri
$346K – – –
HHWM
3196
Hiley Hunt Wealth Management
Nebraska
$344K +$39.7K +67 +13%
CNC
3197
Citizens & Northern Corp
Pennsylvania
$344K +$59.2K +100 +21%
EBSAM
3198
Eubel Brady & Suttman Asset Management
Ohio
$344K – – –
CPP
3199
Capasso Planning Partners
South Carolina
$344K -$172K -290 -33%
LIM
3200
Letson Investment Management
Georgia
$343K – – –
126 127
128
129 130