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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
3301
Core Wealth Partners
California
$579K +$728 +1 +0.1%
FCT
3302
Family Capital Trust
Massachusetts
$579K +$13.1K +18 +2%
CWM
3303
Challenger Wealth Management
California
$579K +$2.19K +3 +0.4%
E
3304
Evansbrook
Illinois
$578K – – –
KV
3305
Kickstand Ventures
New York
$577K -$47.3K -65 -8%
SWM
3306
Sentinel Wealth Management
Virginia
$575K -$2.91K -4 -0.5%
FCFC
3307
First Citizens Financial Corp
Iowa
$574K -$8.01K -11 -1%
MIP
3308
Marietta Investment Partners
Wisconsin
$574K – – –
FIM
3309
Freedom Investment Management
Connecticut
$574K +$172K +236 +44%
CAM
3310
Columbia Asset Management
Michigan
$574K – – –
PAM
3311
Palisade Asset Management
Minnesota
$573K – – –
DWA
3312
Delos Wealth Advisors
Texas
$570K +$27.7K +38 +5%
HF
3313
Holcombe Financial
Georgia
$569K -$27.7K -38 -5%
AA
3314
Apriem Advisors
California
$569K – – –
ESBC
3315
E.S. Barr & Co
Kentucky
$568K -$13.8K -19 -2%
CPA
3316
Compass Planning Associates
Massachusetts
$568K -$8.74K -12 -2%
GK
3317
Graney & King
New York
$563K +$286K +393 +109%
PC
3318
Payne Capital
Oregon
$562K -$8.74K -12 -2%
BCAM
3319
Boston Common Asset Management
Massachusetts
$562K – – –
BF
3320
Blankinship & Foster
California
$561K -$149K -205 -21%
PWG
3321
Private Wealth Group
Florida
$561K – – –
FFG
3322
Forum Finance Group
$560K +$218K +300 +48%
RWB
3323
RMR Wealth Builders
New Jersey
$559K -$40.1K -55 -7%
BCP
3324
Blue Chip Partners
Michigan
$559K +$258K +354 +90%
DPW
3325
DiNuzzo Private Wealth
Pennsylvania
$558K -$8.01K -11 -1%
131 132
133
134 135