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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
FFIC
3301
First Fiduciary Investment Counsel
Ohio
$285K +$1.18K +2 +0.4%
TAM
3302
Taurus Asset Management
New York
$284K – – –
RMP
3303
Richards, Merrill & Peterson
Washington
$284K +$286K +483 New
SWP
3304
Significant Wealth Partners
Illinois
$284K +$286K +483 New
SDH
3305
Sloy Dahl & Holst
Washington
$284K +$2.37K +4 +0.8%
BWM
3306
Bernard Wealth Management
Michigan
$283K +$284K +480 New
TCM
3307
Tradewinds Capital Management
Washington
$282K +$1.18K +2 +0.4%
SP
3308
Stablepoint Partners
Massachusetts
$282K – – –
RWP
3309
Reliant Wealth Planning
Kentucky
$282K +$3.55K +6 +1%
QFPS
3310
Quantum Financial Planning Services
Washington
$281K +$282K +477 New
TA
3311
TFG Advisers
Michigan
$280K -$21.3K -36 -7%
CAWM
3312
Capital A Wealth Management
Pennsylvania
$280K +$282K +476 New
SGC
3313
Slocum, Gordon & Co
Rhode Island
$279K – – –
SRB
3314
Shotwell Rutter Baer
Michigan
$278K -$30.2K -51 -10%
CC
3315
Citrine Capital
California
$276K +$278K +469 New
SAMC
3316
Spectrum Asset Management (California)
California
$276K -$32.6K -55 -11%
HP
3317
HT Partners
Connecticut
$276K – – –
HWM
3318
Hobbs Wealth Management
Indiana
$276K +$277K +468 New
MWP
3319
Meredith Wealth Planning
Illinois
$274K +$36.7K +62 +15%
MCM
3320
McDonough Capital Management
Florida
$273K -$1.18K -2 -0.4%
MWM
3321
Maltin Wealth Management
New Jersey
$273K -$1.18K -2 -0.4%
SFG
3322
Sterling Financial Group
California
$271K – – –
VWM
3323
Vermillion Wealth Management
Minnesota
$271K +$272K +460 New
PAA
3324
Peregrine Asset Advisers
Oregon
$270K – – –
SF
3325
Seros Financial
Arizona
$269K +$291K +492 New
131 132
133
134 135