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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
HFM
3276
Hartford Funds Management
Pennsylvania
$302K -$807K -1,406 -74%
WTFG
3277
Wood Tarver Financial Group
Idaho
$302K – – –
NAMM
3278
NorthStar Asset Management (Massachusetts)
Massachusetts
$301K -$27.6K -48 -9%
OC
3279
Optima Capital
Oregon
$301K -$17.8K -31 -6%
RMC
3280
Ring Mountain Capital
California
$301K -$17.2K -30 -6%
BW
3281
Basepoint Wealth
Iowa
$301K – – –
DFP
3282
Defined Financial Planning
California
$300K +$9.76K +17 +4%
TCM
3283
Tradewinds Capital Management
Washington
$300K +$1.15K +2 +0.4%
CAM
3284
Clarity Asset Management
Iowa
$299K +$76.4K +133 +38%
FA
3285
Financial Alternatives
California
$299K -$24.7K -43 -8%
ICM
3286
Intrepid Capital Management
Florida
$297K -$1.15K -2 -0.4%
FEG
3287
Financial Enhancement Group
Indiana
$296K -$242K -422 -47%
MWM
3288
Mittelman Wealth Management
Massachusetts
$296K -$386K -672 -58%
SGC
3289
Slocum, Gordon & Co
Rhode Island
$294K – – –
RCA
3290
Ranch Capital Advisors
Florida
$294K -$43.1K -75 -14%
XWM
3291
Xcel Wealth Management
Florida
$294K -$13.2K -23 -5%
HP
3292
HT Partners
Connecticut
$291K – – –
MWP
3293
Meredith Wealth Planning
Illinois
$290K +$1.15K +2 +0.4%
CFGSD
3294
Compass Financial Group (South Dakota)
South Dakota
$290K -$21.8K -38 -8%
SAMC
3295
Spectrum Asset Management (California)
California
$289K – – –
RWP
3296
Reliant Wealth Planning
Kentucky
$289K – – –
BCG
3297
Bravias Capital Group
New Jersey
$288K -$3.44K -6 -1%
BWM
3298
Bernard Wealth Management
Michigan
$288K – – –
NI
3299
Natural Investments
California
$288K +$43.6K +76 +20%
AWA
3300
Acorn Wealth Advisors
Michigan
$288K -$16.1K -28 -6%
130 131
132
133 134