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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
HWMO
3251
Heritage Wealth Management (Ohio)
Ohio
$572K -$37.3K -55 -6%
BWM
3252
Brickley Wealth Management
California
$571K – – –
HFA
3253
Highland Financial Advisors
New Jersey
$570K +$2.72K +4 +0.5%
OFP
3254
OLIO Financial Planning
Virginia
$569K – – –
AC
3255
Annandale Capital
Texas
$568K – – –
IAG
3256
Ipsen Advisor Group
Arkansas
$568K -$115K -170 -17%
RFG
3257
RFP Financial Group
Georgia
$567K -$24.5M -36,071 -98%
RCS
3258
Retirement Capital Strategies
California
$564K -$2.04K -3 -0.4%
BPAMU
3259
BTG Pactual Asset Management US
New York
$564K -$34.6K -51 -5%
BB
3260
Bell Bank
North Dakota
$564K -$29.9K -44 -5%
AT
3261
Adelphi Trust
Florida
$564K +$559K +823 New
TA
3262
TPG Advisors
Illinois
$561K -$248K -365 -31%
LA
3263
LVW Advisors
New York
$559K +$34K +50 +7%
AGC
3264
August Group Capital
$558K +$553K +814 New
QFA
3265
Quantum Financial Advisors
California
$556K – – –
MIC
3266
Meridian Investment Counsel
California
$555K – – –
LFA
3267
Longview Financial Advisors
Alabama
$550K +$679 +1 +0.1%
PCM
3268
Pointe Capital Management
Michigan
$549K +$5.43K +8 +1%
WIP
3269
WealthCare Investment Partners
Rhode Island
$548K -$23.1K -34 -4%
JWBC
3270
J.W. Burns & Co
New York
$548K +$27.8K +41 +5%
MCFP
3271
Mallini Complete Financial Planning
Florida
$548K – – –
SPWG
3272
Sage Private Wealth Group
Illinois
$547K -$2.72K -4 -0.5%
PAA
3273
Peregrine Asset Advisers
Oregon
$547K -$54.3K -80 -9%
CFG
3274
Compass Financial Group
Ohio
$547K +$542K +798 New
BI
3275
Beckerman Institutional
New Jersey
$546K – – –
129 130
131
132 133