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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
SF
3276
Seros Financial
Arizona
$305K – – –
WWA
3277
Wisconsin Wealth Advisors
Wisconsin
$304K – – –
WFS
3278
Walker Financial Services
Kentucky
$303K – – –
AIM
3279
Anchor Investment Management
South Carolina
$303K +$69.5K +121 +33%
HFM
3280
Hartford Funds Management
Pennsylvania
$302K -$807K -1,406 -74%
WTFG
3281
Wood Tarver Financial Group
Idaho
$302K – – –
NAMM
3282
NorthStar Asset Management (Massachusetts)
Massachusetts
$301K -$27.6K -48 -9%
OC
3283
Optima Capital
Oregon
$301K -$17.8K -31 -6%
RMC
3284
Ring Mountain Capital
California
$301K -$17.2K -30 -6%
BW
3285
Basepoint Wealth
Iowa
$301K – – –
DFP
3286
Defined Financial Planning
California
$300K +$9.76K +17 +4%
TCM
3287
Tradewinds Capital Management
Washington
$300K +$1.15K +2 +0.4%
CAM
3288
Clarity Asset Management
Iowa
$299K +$76.4K +133 +38%
FA
3289
Financial Alternatives
California
$299K -$24.7K -43 -8%
ICM
3290
Intrepid Capital Management
Florida
$297K -$1.15K -2 -0.4%
FEG
3291
Financial Enhancement Group
Indiana
$296K -$242K -422 -47%
MWM
3292
Mittelman Wealth Management
Massachusetts
$296K -$386K -672 -58%
SGC
3293
Slocum, Gordon & Co
Rhode Island
$294K – – –
RCA
3294
Ranch Capital Advisors
Florida
$294K -$43.1K -75 -14%
XWM
3295
Xcel Wealth Management
Florida
$294K -$13.2K -23 -5%
HP
3296
HT Partners
Connecticut
$291K – – –
MWP
3297
Meredith Wealth Planning
Illinois
$290K +$1.15K +2 +0.4%
CFGSD
3298
Compass Financial Group (South Dakota)
South Dakota
$290K -$21.8K -38 -8%
SAMC
3299
Spectrum Asset Management (California)
California
$289K – – –
RWP
3300
Reliant Wealth Planning
Kentucky
$289K – – –
130 131
132
133 134