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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
USB
3176
Union Savings Bank
Connecticut
$638K +$632K +931 New
BW
3177
Bravera Wealth
North Dakota
$637K +$632K +930 New
WIM
3178
Westside Investment Management
California
$636K +$53.6K +79 +9%
GSF
3179
Grove Street Fiduciary
New Hampshire
$636K +$65.9K +97 +12%
BFS
3180
Beacon Financial Strategies
North Carolina
$633K – – –
DWA
3181
Dougherty Wealth Advisers
Minnesota
$632K +$549K +809 +716%
TA
3182
Tactive Advisors
Florida
$628K -$245K -361 -28%
PMG
3183
Private Management Group
California
$628K +$679 +1 +0.1%
AGA
3184
Arkos Global Advisors
Texas
$628K +$25.8K +38 +4%
OPF
3185
Old Peak Finance
North Carolina
$628K +$623K +917 New
T
3186
Tidemark
California
$628K -$7.47K -11 -1%
AZ
3187
Alpha Zero
Florida
$627K +$33.3K +49 +6%
CCA
3188
Cravens & Co Advisors
Tennessee
$627K – – –
LFA
3189
Level Financial Advisors
New York
$627K +$13.6K +20 +2%
VPWA
3190
Vestia Personal Wealth Advisors
Indiana
$627K +$10.9K +16 +2%
MPCG
3191
Matrix Private Capital Group
New York
$626K – – –
EAM
3192
Everstar Asset Management
North Carolina
$626K -$51.6K -76 -8%
DB
3193
Dravo Bay
Delaware
$625K +$162K +239 +35%
AMBIA
3194
Allen Mooney & Barnes Investment Advisors
Georgia
$624K +$2.72K +4 +0.4%
WG
3195
Wellington Group
Indiana
$624K +$619K +911 New
BC
3196
Brio Consultants
California
$623K +$22.4K +33 +4%
FSA
3197
Financial Security Advisor
Virginia
$623K +$111K +164 +22%
PP
3198
Prosperity Planning
Missouri
$622K -$27.8K -41 -4%
JWM
3199
Jacksonville Wealth Management
Florida
$622K – – –
SFAM
3200
Sawyer Falduto Asset Management
Illinois
$620K +$615K +905 New
126 127
128
129 130