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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
DFP
3301
Defined Financial Planning
California
$261K +$4.72K +8 +2%
BWM
3302
Bernard Wealth Management
Michigan
$261K -$9.45K -16 -3%
IP
3303
Intellectus Partners
California
$260K +$273K +463 New
PIWA
3304
Prevail Innovative Wealth Advisors
Kansas
$259K +$272K +461 New
MIM
3305
MTM Investment Management
South Carolina
$259K +$70.3K +119 +35%
HI
3306
Hoey Investments
Pennsylvania
$258K +$272K +460 New
JTWM
3307
Jackson Thornton Wealth Management
Alabama
$256K +$286K +485 New
PHS
3308
Pekin Hardy Strauss
Illinois
$256K -$44.3K -75 -14%
VP
3309
Verisail Partners
Georgia
$255K +$14.8K +25 +6%
RWS
3310
Rochester Wealth Strategies
Michigan
$254K +$268K +453 New
OPTFSNA
3311
Old Point Trust & Financial Services N A
Virginia
$254K -$38.4K -65 -13%
FWSM
3312
First Wilshire Securities Management
California
$254K – – –
CPCP
3313
Cedar Point Capital Partners
Iowa
$253K – – –
EG
3314
Ellerson Group
Maryland
$253K – – –
DSAM
3315
Dock Street Asset Management
Florida
$253K +$31.3K +53 +13%
TNAM
3316
Terra Nova Asset Management
New York
$252K +$591 +1 +0.2%
BIM
3317
Breakwater Investment Management
Washington
$252K – – –
FNBSF
3318
First National Bank Sioux Falls
South Dakota
$252K – – –
MHR
3319
Matthew Hamilton Rosenberg
$250K +$1.77K +3 +0.7%
VWM
3320
Vermillion Wealth Management
Minnesota
$249K -$10.6K -18 -4%
RWA
3321
Rooted Wealth Advisors
Illinois
$248K -$21.8K -37 -7%
PWM
3322
Partners Wealth Management
California
$247K – – –
TWP
3323
Tower Wealth Partners
Pennsylvania
$246K +$259K +438 New
FF
3324
Farnam Financial
Arizona
$246K -$47.8K -81 -16%
CMBA
3325
C.M. Bidwell & Associates
Hawaii
$246K – – –
131 132
133
134 135