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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
HA
3326
Hofer & Associates
California
$466K -$182K -267 -27%
AWP
3327
Axis Wealth Partners
Rhode Island
$465K -$22.5K -33 -4%
VWA
3328
Valued Wealth Advisors
Utah
$464K -$10.9K -16 -2%
RFW
3329
Rainier Family Wealth
Washington
$464K -$21.2K -31 -4%
RFS
3330
Richardson Financial Services
Massachusetts
$463K +$21.9K +32 +5%
KIA
3331
Knollwood Investment Advisory
Maryland
$463K +$28K +41 +6%
VCM
3332
Vines Capital Management
Louisiana
$461K – – –
TPW
3333
TL Private Wealth
Texas
$460K +$1.37K +2 +0.3%
TFS
3334
truNorth Financial Services
Pennsylvania
$459K – – –
BFC
3335
Blue Fin Capital
Rhode Island
$458K – – –
BLC
3336
Brown, Lisle/Cummings
Rhode Island
$457K +$90.8K +133 +23%
GC
3337
Guidance Capital
Kentucky
$457K -$759K -1,112 -64%
EB
3338
Emprise Bank
Kansas
$457K – – –
PLFS
3339
Provident Living Financial Services
Utah
$457K – – –
VRM
3340
Vectors Research Management
New York
$456K -$17.8K -26 -4%
EA
3341
Ellsworth Advisors
Ohio
$455K -$13K -19 -3%
DAC
3342
Dutch Asset Corp
New York
$455K -$25.3K -37 -5%
HP
3343
Hilltop Partners
Indiana
$455K +$12.3K +18 +3%
IWAO
3344
Independence Wealth Advisors (Ohio)
Ohio
$455K -$142K -208 -23%
CGH
3345
Crossmark Global Holdings
Texas
$455K – – –
FF
3346
Farrell Financial
New York
$454K +$1.37K +2 +0.3%
SIA
3347
Sage Investment Advisers
New York
$453K +$470K +689 New
IWP
3348
Integrity Wealth Partners
California
$453K +$473K +693 New
LWP
3349
LFG Wealth Partners
Kentucky
$453K +$182K +266 +62%
FSG
3350
Financial Strategies Group
Michigan
$450K -$34.8K -51 -8%
132 133
134
135 136