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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
SHWM
3201
Smith & Howard Wealth Management
Georgia
$558K – – –
PA
3202
Prossimo Advisors
California
$558K +$584K +855 New
BWM
3203
Briggs Wealth Management
Connecticut
$558K -$1.37K -2 -0.2%
DK
3204
David Kennon
Florida
$558K -$246K -360 -30%
HIC
3205
Holderness Investments Company
North Carolina
$558K – – –
RW
3206
RVW Wealth
California
$558K +$69.7K +102 +14%
RAS
3207
RPS Advisory Solutions
Kentucky
$558K -$556K -814 -49%
LCM
3208
LVM Capital Management
Michigan
$557K – – –
GSB
3209
Greenfield Savings Bank
Massachusetts
$557K – – –
GWSA
3210
Global Wealth Strategies & Associates
Colorado
$556K +$6.83K +10 +1%
RMC
3211
Ring Mountain Capital
California
$556K -$17.1K -25 -3%
CF
3212
Collier Financial
Colorado
$556K +$683 +1 +0.1%
MP
3213
McDonald Partners
Ohio
$555K – – –
AIS
3214
AM Investment Strategies
Tennessee
$554K -$5.21M -7,630 -90%
VCM
3215
Verde Capital Management
Michigan
$553K +$174K +255 +43%
BWM
3216
Bernicke Wealth Management
Wisconsin
$551K -$15.7K -23 -3%
CFP
3217
Curran Financial Partners
South Carolina
$551K +$576K +843 New
EAM
3218
Everstar Asset Management
North Carolina
$549K -$50.5K -74 -8%
LA
3219
LVW Advisors
New York
$549K +$17.1K +25 +3%
CFS
3220
CGC Financial Services
Oregon
$548K +$30.7K +45 +6%
SCM
3221
Sollinda Capital Management
Florida
$547K -$81.9K -120 -13%
TAM
3222
Tocqueville Asset Management
New York
$547K – – –
QIM
3223
Quest Investment Management
Oregon
$546K – – –
CA
3224
Centennial Advisors
Texas
$546K -$201K -294 -26%
KV
3225
Kickstand Ventures
New York
$546K -$18.4K -27 -3%
127 128
129
130 131