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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
TPF
3326
Tribridge Partners Financial
Maryland
$323K -$14.2K -22 -4%
MCIA
3327
Mountain Capital Investment Advisors
Colorado
$323K -$164K -254 -35%
XWM
3328
Xcel Wealth Management
Florida
$322K +$4.51K +7 +1%
VWM
3329
Vermillion Wealth Management
Minnesota
$321K +$22.5K +35 +8%
ICM
3330
Intrepid Capital Management
Florida
$321K – – –
FEG
3331
Financial Enhancement Group
Indiana
$320K – – –
DWA
3332
Delos Wealth Advisors
Texas
$320K +$23.2K +36 +8%
DF
3333
DecisionPoint Financial
Arizona
$320K +$133K +207 +77%
RMC
3334
Ring Mountain Capital
California
$319K – – –
GT
3335
GreatBanc Trust
Illinois
$319K +$307K +476 New
2L
3336
25 LLC
Missouri
$318K +$57.3K +89 +23%
CIG
3337
Cairn Investment Group
Washington
$318K -$48.3K -75 -14%
SGC
3338
Slocum, Gordon & Co
Rhode Island
$317K – – –
TCM
3339
Tradewinds Capital Management
Washington
$316K -$7.08K -11 -2%
CPA
3340
Clear Point Advisors
New York
$315K +$46.4K +72 +18%
MWP
3341
Meredith Wealth Planning
Illinois
$314K +$644 +1 +0.2%
HP
3342
HT Partners
Connecticut
$313K – – –
CFGSD
3343
Compass Financial Group (South Dakota)
South Dakota
$313K – – –
RWA
3344
Rooted Wealth Advisors
Illinois
$312K -$31.6K -49 -10%
SAMC
3345
Spectrum Asset Management (California)
California
$311K -$1.29K -2 -0.4%
IP
3346
Intellectus Partners
California
$310K – – –
MVA
3347
Mount Vernon Associates
Maryland
$310K – – –
OWM
3348
Opes Wealth Management
California
$309K – – –
SNBOSCI
3349
Security National Bank of Sioux City Iowa
Iowa
$309K +$297K +461 New
SRB
3350
Shotwell Rutter Baer
Michigan
$308K – – –
132 133
134
135 136