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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
OPOWM
3426
One Plus One Wealth Management
Florida
$215K – – –
PMSA
3427
Patrick M. Sweeney & Associates
Illinois
$215K – – –
LG
3428
LaFleur & Godfrey
Michigan
$214K -$39.1K -66 -15%
MFG
3429
Midwest Financial Group
Kansas
$214K – – –
OC
3430
Opinicus Capital
Florida
$212K -$3.55K -6 -2%
CCP
3431
Carmel Capital Partners
California
$212K – – –
ECM
3432
Elgethun Capital Management
South Dakota
$212K -$259K -438 -55%
FFO
3433
Fiduciary Family Office
Florida
$212K -$327K -552 -61%
NHFG
3434
New Harbor Financial Group
Massachusetts
$212K – – –
PIA
3435
Powell Investment Advisors
Florida
$211K -$4.74K -8 -2%
PPW
3436
Pasadena Private Wealth
California
$211K +$212K +358 New
CP
3437
Cornerstone Planning
North Carolina
$210K +$211K +357 New
G
3438
Gainplan
Michigan
$210K +$211K +357 New
JWCA
3439
J.W. Coons Advisors
Ohio
$210K +$211K +357 New
AFC
3440
AFT Forsyth & Company
Florida
$210K +$592 +1 +0.3%
NCM
3441
New Capital Management
Texas
$210K +$211K +356 New
TDC
3442
Thompson Davis & Co
Virginia
$209K -$11.2K -19 -5%
VH
3443
Visionary Horizons
Tennessee
$209K +$592 +1 +0.3%
FDDB
3444
Fidelity D&D Bancorp
Pennsylvania
$208K +$210K +354 New
KA
3445
Kozak & Associates
Colorado
$208K +$63.3K +107 +44%
FIC
3446
Family Investment Center
Missouri
$207K -$48.5K -82 -19%
HWMG
3447
Hurlow Wealth Management Group
Indiana
$207K – – –
NI
3448
NDVR Inc
Massachusetts
$207K – – –
SRWM
3449
Shira Ridge Wealth Management
California
$207K – – –
RRWA
3450
Rainey & Randall Wealth Advisors
Florida
$206K -$592 -1 -0.3%
136 137
138
139 140