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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
NI
3401
Natural Investments
California
$228K +$230K +388 New
CF
3402
Claris Financial
Virginia
$228K +$229K +387 New
6F
3403
626 Financial
Michigan
$227K +$228K +386 New
GTAM
3404
Global Trust Asset Management
Florida
$227K +$2.37K +4 +1%
NC
3405
NBW Capital
Massachusetts
$226K -$13K -22 -5%
TWM
3406
Triton Wealth Management
Arizona
$226K +$225K +380 New
RFW
3407
Rainier Family Wealth
Washington
$225K +$227K +383 New
MIM
3408
Merrion Investment Management
New Jersey
$225K +$226K +382 New
QFA
3409
Quattro Financial Advisors
Texas
$224K -$76.9K -130 -26%
EM
3410
ELCO Management
New York
$223K – – –
4A
3411
4Wealth Advisors
Illinois
$221K +$223K +376 New
UAS
3412
United Asset Strategies
New York
$221K +$2.96K +5 +1%
GBWM
3413
Granite Bay Wealth Management
New Hampshire
$221K +$222K +375 New
3F
3414
360 Financial
Minnesota
$221K – – –
TF
3415
Tandem Financial
Colorado
$220K +$221K +374 New
KC
3416
Kinloch Capital
Virginia
$220K – – –
EFP
3417
EnRich Financial Partners
Wisconsin
$220K -$1.18K -2 -0.5%
EFP
3418
Elser Financial Planning
Indiana
$220K – – –
DF
3419
DecisionPoint Financial
Arizona
$219K +$62.1K +105 +39%
AMG
3420
Advisors Management Group
Wisconsin
$218K +$219K +370 New
TFA
3421
Trinity Financial Advisors
Ohio
$217K -$141K -239 -39%
GGV
3422
GG Group Ventures
Florida
$217K -$91.2K -154 -30%
AFM
3423
Abbot Financial Management
Massachusetts
$217K – – –
WCM
3424
Warburton Capital Management
Oklahoma
$216K +$218K +368 New
AA
3425
AJ Advisors
Tennessee
$215K +$592 +1 +0.3%
135 136
137
138 139