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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
MPCG
3201
Matrix Private Capital Group
New York
$697K +$11.7K +16 +2%
BMWS
3202
Brady Martz Wealth Solutions
North Dakota
$696K +$20.4K +28 +3%
TWM
3203
Timmons Wealth Management
Massachusetts
$696K -$8.74K -12 -1%
FSA
3204
Financial Security Advisor
Virginia
$695K +$13.1K +18 +2%
GSF
3205
Grove Street Fiduciary
New Hampshire
$695K – – –
MKA
3206
M. Kulyk & Associates
Georgia
$693K -$376K -516 -36%
RAM
3207
Revere Asset Management
Texas
$693K -$172K -236 -20%
KWA
3208
Kellett Wealth Advisors
Ohio
$693K +$283K +388 +72%
DWA
3209
Dougherty Wealth Advisers
Minnesota
$690K – – –
MSWM
3210
Mowery & Schoenfeld Wealth Management
Illinois
$690K – – –
JWM
3211
JPL Wealth Management
Colorado
$690K -$39.3K -54 -6%
RFA
3212
Reyes Financial Architecture
California
$685K +$21.1K +29 +3%
AWM
3213
Austin Wealth Management
Texas
$685K +$7.28K +10 +1%
AGA
3214
Arkos Global Advisors
Texas
$685K +$1.46K +2 +0.2%
RIP
3215
Reliant Investment Partners
North Carolina
$684K +$29.1K +40 +5%
SFG
3216
Synergy Financial Group
California
$684K – – –
LWM
3217
Lodestone Wealth Management
Washington
$681K – – –
CP
3218
Cornerstone Planning
North Carolina
$679K – – –
BWM
3219
BNC Wealth Management
Oregon
$678K – – –
SFAM
3220
Sawyer Falduto Asset Management
Illinois
$678K – – –
CFG
3221
Clayton Financial Group
Missouri
$677K -$76.5K -105 -10%
CC
3222
Cypress Capital
Tennessee
$675K +$5.83K +8 +0.9%
CFP
3223
Curran Financial Partners
South Carolina
$675K +$42.2K +58 +7%
MAWCM
3224
Mine & Arao Wealth Creation & Management
California
$674K – – –
FAM
3225
Fenimore Asset Management
New York
$674K -$182K -250 -22%
127 128
129
130 131