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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
FEG
3326
Financial Enhancement Group
Indiana
$320K – – –
DWA
3327
Delos Wealth Advisors
Texas
$320K +$23.2K +36 +8%
DF
3328
DecisionPoint Financial
Arizona
$320K +$133K +207 +77%
RMC
3329
Ring Mountain Capital
California
$319K – – –
GT
3330
GreatBanc Trust
Illinois
$319K +$307K +476 New
2L
3331
25 LLC
Missouri
$318K +$57.3K +89 +23%
CIG
3332
Cairn Investment Group
Washington
$318K -$48.3K -75 -14%
SGC
3333
Slocum, Gordon & Co
Rhode Island
$317K – – –
TCM
3334
Tradewinds Capital Management
Washington
$316K -$7.08K -11 -2%
CPA
3335
Clear Point Advisors
New York
$315K +$46.4K +72 +18%
MWP
3336
Meredith Wealth Planning
Illinois
$314K +$644 +1 +0.2%
HP
3337
HT Partners
Connecticut
$313K – – –
CFGSD
3338
Compass Financial Group (South Dakota)
South Dakota
$313K – – –
RWA
3339
Rooted Wealth Advisors
Illinois
$312K -$31.6K -49 -10%
SAMC
3340
Spectrum Asset Management (California)
California
$311K -$1.29K -2 -0.4%
IP
3341
Intellectus Partners
California
$310K – – –
MVA
3342
Mount Vernon Associates
Maryland
$310K – – –
OWM
3343
Opes Wealth Management
California
$309K – – –
SNBOSCI
3344
Security National Bank of Sioux City Iowa
Iowa
$309K +$297K +461 New
SRB
3345
Shotwell Rutter Baer
Michigan
$308K – – –
HI
3346
Hoey Investments
Pennsylvania
$308K – – –
MIM
3347
MTM Investment Management
South Carolina
$307K – – –
CCM
3348
Ciovacco Capital Management
Georgia
$307K +$296K +459 New
YWM
3349
Yardley Wealth Management
Pennsylvania
$307K – – –
RPA
3350
Redwood Park Advisors
California
$306K +$644 +1 +0.2%
132 133
134
135 136