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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
HP
3301
HT Partners
Connecticut
$263K – – –
MWP
3302
Meredith Wealth Planning
Illinois
$262K +$591 +1 +0.2%
SAMC
3303
Spectrum Asset Management (California)
California
$262K -$1.18K -2 -0.4%
RWP
3304
Reliant Wealth Planning
Kentucky
$262K -$7.68K -13 -3%
CA
3305
Crumly & Associates
Illinois
$261K +$17.7K +30 +7%
DFP
3306
Defined Financial Planning
California
$261K +$4.72K +8 +2%
BWM
3307
Bernard Wealth Management
Michigan
$261K -$9.45K -16 -3%
IP
3308
Intellectus Partners
California
$260K +$273K +463 New
PIWA
3309
Prevail Innovative Wealth Advisors
Kansas
$259K +$272K +461 New
MIM
3310
MTM Investment Management
South Carolina
$259K +$70.3K +119 +35%
HI
3311
Hoey Investments
Pennsylvania
$258K +$272K +460 New
JTWM
3312
Jackson Thornton Wealth Management
Alabama
$256K +$286K +485 New
PHS
3313
Pekin Hardy Strauss
Illinois
$256K -$44.3K -75 -14%
VP
3314
Verisail Partners
Georgia
$255K +$14.8K +25 +6%
RWS
3315
Rochester Wealth Strategies
Michigan
$254K +$268K +453 New
OPTFSNA
3316
Old Point Trust & Financial Services N A
Virginia
$254K -$38.4K -65 -13%
FWSM
3317
First Wilshire Securities Management
California
$254K – – –
CPCP
3318
Cedar Point Capital Partners
Iowa
$253K – – –
EG
3319
Ellerson Group
Maryland
$253K – – –
DSAM
3320
Dock Street Asset Management
Florida
$253K +$31.3K +53 +13%
TNAM
3321
Terra Nova Asset Management
New York
$252K +$591 +1 +0.2%
BIM
3322
Breakwater Investment Management
Washington
$252K – – –
FNBSF
3323
First National Bank Sioux Falls
South Dakota
$252K – – –
MHR
3324
Matthew Hamilton Rosenberg
$250K +$1.77K +3 +0.7%
VWM
3325
Vermillion Wealth Management
Minnesota
$249K -$10.6K -18 -4%
131 132
133
134 135