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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CF
3201
Collier Financial
Colorado
$556K +$683 +1 +0.1%
MP
3202
McDonald Partners
Ohio
$555K – – –
AIS
3203
AM Investment Strategies
Tennessee
$554K -$5.21M -7,630 -90%
VCM
3204
Verde Capital Management
Michigan
$553K +$174K +255 +43%
BWM
3205
Bernicke Wealth Management
Wisconsin
$551K -$15.7K -23 -3%
CFP
3206
Curran Financial Partners
South Carolina
$551K +$576K +843 New
EAM
3207
Everstar Asset Management
North Carolina
$549K -$50.5K -74 -8%
LA
3208
LVW Advisors
New York
$549K +$17.1K +25 +3%
CFS
3209
CGC Financial Services
Oregon
$548K +$30.7K +45 +6%
SCM
3210
Sollinda Capital Management
Florida
$547K -$81.9K -120 -13%
TAM
3211
Tocqueville Asset Management
New York
$547K – – –
QIM
3212
Quest Investment Management
Oregon
$546K – – –
CA
3213
Centennial Advisors
Texas
$546K -$201K -294 -26%
KV
3214
Kickstand Ventures
New York
$546K -$18.4K -27 -3%
VWM
3215
Vertrix Wealth Management
Michigan
$544K +$569K +833 New
BWM
3216
Brickley Wealth Management
California
$544K – – –
WCM
3217
Whitener Capital Management
North Carolina
$543K -$44.4K -65 -7%
FFL
3218
Financial Freedom LLC
Ohio
$543K +$273K +400 +93%
TFP
3219
Traction Financial Partners
Wyoming
$542K -$6.83K -10 -1%
AC
3220
Annandale Capital
Texas
$542K – – –
NFG
3221
Northbridge Financial Group
Florida
$541K -$41K -60 -7%
VV
3222
Verity & Verity
South Carolina
$539K -$140K -205 -20%
RCS
3223
Retirement Capital Strategies
California
$538K – – –
APW
3224
Aventura Private Wealth
Florida
$536K +$163K +238 +41%
NWWA
3225
New Wave Wealth Advisors
Arkansas
$535K +$269K +394 +93%
127 128
129
130 131