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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
PC
3401
Permanens Capital
New York
$417K +$17.1K +25 +4%
BCA
3402
Ballentine Capital Advisors
South Carolina
$417K – – –
VPF
3403
Vantage Point Financial
Illinois
$416K -$8.88K -13 -2%
GA
3404
GoalVest Advisory
New York
$415K -$62.1K -91 -13%
SSA
3405
Shepherd Street Advisors
California
$415K – – –
TFP
3406
TrueWealth Financial Partners
Washington
$414K +$433K +634 New
MCP
3407
Mirador Capital Partners
California
$414K – – –
LFA
3408
Lauterbach Financial Advisors
Texas
$413K – – –
IGGA
3409
Iron Gate Global Advisors
Utah
$413K +$10.9K +16 +3%
SWM
3410
Steinberganna Wealth Management
New York
$412K +$683 +1 +0.2%
SFS
3411
Security Financial Services
Indiana
$412K +$16.4K +24 +4%
AA
3412
Ascent Advisors
Minnesota
$412K +$430K +630 New
BFF
3413
Byrne Financial Freedom
Massachusetts
$411K +$430K +629 New
SPWG
3414
Sage Private Wealth Group
Illinois
$410K -$117K -172 -22%
AMM
3415
American Money Management
California
$409K -$94.2K -138 -18%
SPI
3416
Sutton Place Investors
New York
$409K – – –
AFA
3417
Alpha Financial Advisors
North Carolina
$409K +$6.15K +9 +1%
KA
3418
Kozak & Associates
Colorado
$407K +$683 +1 +0.2%
ACA
3419
American Capital Advisory
Idaho
$406K – – –
EFG
3420
Elm3 Financial Group
Georgia
$406K -$19.1K -28 -4%
TA
3421
Tactive Advisors
Florida
$406K -$202K -296 -32%
CVA
3422
Central Valley Advisors
California
$405K +$423K +620 New
DA
3423
Dover Advisors
Virginia
$405K – – –
BFWM
3424
Bright Futures Wealth Management
New York
$405K +$42.3K +62 +11%
VP
3425
Verisail Partners
Georgia
$404K +$69.7K +102 +20%
135 136
137
138 139