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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
HWMG
3451
Hurlow Wealth Management Group
Indiana
$207K – – –
NI
3452
NDVR Inc
Massachusetts
$207K – – –
SRWM
3453
Shira Ridge Wealth Management
California
$207K – – –
RRWA
3454
Rainey & Randall Wealth Advisors
Florida
$206K -$592 -1 -0.3%
BSAM
3455
Blue Square Asset Management
New York
$206K – – –
BFP
3456
Brewster Financial Planning
New York
$206K – – –
PF
3457
Prosperitas Financial
California
$205K +$207K +349 New
NPA
3458
Nichols & Pratt Advisers
Massachusetts
$205K +$207K +349 New
ECG
3459
EPIQ Capital Group
California
$205K +$1.18K +2 +0.6%
CAM
3460
Clarity Asset Management
Iowa
$205K +$17.2K +29 +9%
BCA
3461
Bernzott Capital Advisors
California
$204K +$205K +347 New
LCGC
3462
Legacy Capital Group California
California
$204K +$205K +346 New
PWM
3463
Puff Wealth Management
New Jersey
$203K +$204K +345 New
NG
3464
Northstar Group
New York
$203K +$204K +345 New
CWM
3465
Concentrum Wealth Management
California
$203K +$204K +344 New
FEM
3466
Fulcrum Equity Management
Texas
$202K -$17.2K -29 -8%
BWM
3467
Baron Wealth Management
Michigan
$202K +$204K +344 New
PFA
3468
Plotkin Financial Advisors
Maryland
$202K +$203K +343 New
RAM
3469
Riggs Asset Management
Pennsylvania
$202K – – –
EFP
3470
Envision Financial Planning
Tennessee
$201K +$202K +342 New
BAG
3471
Bridgewealth Advisory Group
California
$201K +$194K +328 New
FS
3472
Ferguson Shapiro
Georgia
$201K +$202K +341 New
MIM
3473
Moseley Investment Management
Florida
$201K +$202K +341 New
MIM
3474
MTM Investment Management
South Carolina
$200K +$18.9K +32 +10%
RA
3475
Rise Advisors
New York
$196K -$13.6K -23 -6%
137 138
139
140 141