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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
MM
3276
Main Management
California
$274K +$591 +1 +0.2%
WTFG
3277
Wood Tarver Financial Group
Idaho
$274K – – –
SDH
3278
Sloy Dahl & Holst
Washington
$273K +$2.36K +4 +0.8%
BZWA
3279
Blue Zone Wealth Advisors
California
$273K -$32.5K -55 -10%
BAM
3280
Byrne Asset Management
New Jersey
$272K – – –
BW
3281
Basepoint Wealth
Iowa
$272K -$155K -263 -35%
TAM
3282
Taurus Asset Management
New York
$271K – – –
TCM
3283
Tradewinds Capital Management
Washington
$270K +$591 +1 +0.2%
ICM
3284
Intrepid Capital Management
Florida
$270K -$20.1K -34 -7%
SJL
3285
Shayne & Jacobs LLC
Tennessee
$270K -$25.4K -43 -8%
BMM
3286
Berkshire Money Management
Massachusetts
$269K -$54.3K -92 -16%
SP
3287
Stablepoint Partners
Massachusetts
$269K – – –
QFPS
3288
Quantum Financial Planning Services
Washington
$268K +$591 +1 +0.2%
RWM
3289
Rolek Wealth Management
Pennsylvania
$268K +$4.13K +7 +1%
IP
3290
Isthmus Partners
Wisconsin
$267K +$281K +476 New
SGC
3291
Slocum, Gordon & Co
Rhode Island
$266K – – –
BFWM
3292
Bright Futures Wealth Management
New York
$265K -$52.6K -89 -15%
TA
3293
TFG Advisers
Michigan
$265K -$2.95K -5 -1%
BCG
3294
Bravias Capital Group
New Jersey
$264K -$13K -22 -4%
YWM
3295
Yardley Wealth Management
Pennsylvania
$264K -$539K -912 -66%
CC
3296
Citrine Capital
California
$264K – – –
HP
3297
HT Partners
Connecticut
$263K – – –
MWP
3298
Meredith Wealth Planning
Illinois
$262K +$591 +1 +0.2%
SAMC
3299
Spectrum Asset Management (California)
California
$262K -$1.18K -2 -0.4%
RWP
3300
Reliant Wealth Planning
Kentucky
$262K -$7.68K -13 -3%
130 131
132
133 134