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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
JFL
3201
Jarislowsky, Fraser Ltd
Quebec, Canada
$314K – – –
NPFS
3202
Novak & Powell Financial Services
Florida
$313K +$328K +556 New
RJA
3203
Ross\Johnson & Associates
Minnesota
$312K +$320K +542 +4,169%
SWTS
3204
Stonehaven Wealth & Tax Solutions
Wisconsin
$311K -$1.69M -2,857 -84%
I
3205
IMPACTfolio
Colorado
$310K – – –
CCM
3206
Cambridge Capital Management
Illinois
$310K +$326K +552 New
HIMC
3207
Heritage Investors Management Corp
Maryland
$310K +$80.9K +137 +33%
WIC
3208
Wilkins Investment Counsel
Massachusetts
$309K -$59.1K -100 -15%
RCA
3209
Ranch Capital Advisors
Florida
$309K -$39K -66 -11%
FSA
3210
Financial Sense Advisors
California
$308K -$65K -110 -17%
CI
3211
Carroll Investors
South Carolina
$307K -$39.6K -67 -11%
VAM
3212
Vienna Asset Management
California
$306K -$149K -252 -32%
SWM
3213
SFG Wealth Management
Maryland
$306K -$13.6K -23 -4%
SAI
3214
Systematic Alpha Investments
New Jersey
$306K – – –
IA
3215
IMZ Advisory
Florida
$305K +$3.54K +6 +1%
KOMWMG
3216
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$305K -$13K -22 -4%
GWM
3217
Grand Wealth Management
Michigan
$305K – – –
AIS
3218
Accredited Investor Services
Minnesota
$305K +$320K +542 New
RSWA
3219
Robinson Smith Wealth Advisors
Maine
$304K +$61.4K +104 +24%
AAA
3220
AG Asset Advisory
California
$303K – – –
BCM
3221
Bayesian Capital Management
New York
$303K +$319K +540 New
CNC
3222
Citizens & Northern Corp
Pennsylvania
$303K -$27.2K -46 -8%
MI
3223
Motiv8 Investments
Florida
$303K -$2.95K -5 -0.9%
CF
3224
Copperwynd Financial
Arizona
$302K -$11.6M -19,591 -97%
MC
3225
Matisse Capital
Oregon
$302K -$18.3K -31 -5%
127 128
129
130 131