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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
TFP
3251
Traction Financial Partners
Wyoming
$575K – – –
SWM
3252
Sendero Wealth Management
Texas
$574K +$108K +159 +23%
TAM
3253
Tocqueville Asset Management
New York
$573K -$10.2K -15 -2%
QIM
3254
Quest Investment Management
Oregon
$573K – – –
HBW
3255
Hazlett, Burt & Watson
West Virginia
$572K -$38K -56 -6%
FCCM
3256
First City Capital Management
Georgia
$572K – – –
HWMO
3257
Heritage Wealth Management (Ohio)
Ohio
$572K -$37.3K -55 -6%
BWM
3258
Brickley Wealth Management
California
$571K – – –
HFA
3259
Highland Financial Advisors
New Jersey
$570K +$2.72K +4 +0.5%
OFP
3260
OLIO Financial Planning
Virginia
$569K – – –
AC
3261
Annandale Capital
Texas
$568K – – –
IAG
3262
Ipsen Advisor Group
Arkansas
$568K -$115K -170 -17%
RFG
3263
RFP Financial Group
Georgia
$567K -$24.5M -36,071 -98%
RCS
3264
Retirement Capital Strategies
California
$564K -$2.04K -3 -0.4%
BPAMU
3265
BTG Pactual Asset Management US
New York
$564K -$34.6K -51 -5%
BB
3266
Bell Bank
North Dakota
$564K -$29.9K -44 -5%
AT
3267
Adelphi Trust
Florida
$564K +$559K +823 New
TA
3268
TPG Advisors
Illinois
$561K -$248K -365 -31%
LA
3269
LVW Advisors
New York
$559K +$34K +50 +7%
AGC
3270
August Group Capital
$558K +$553K +814 New
QFA
3271
Quantum Financial Advisors
California
$556K – – –
MIC
3272
Meridian Investment Counsel
California
$555K – – –
LFA
3273
Longview Financial Advisors
Alabama
$550K +$679 +1 +0.1%
PCM
3274
Pointe Capital Management
Michigan
$549K +$5.43K +8 +1%
WIP
3275
WealthCare Investment Partners
Rhode Island
$548K -$23.1K -34 -4%
129 130
131
132 133