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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
TF
3476
TLWM Financial
Texas
$473K +$460K +632 New
BLC
3477
Brown, Lisle/Cummings
Rhode Island
$473K -$50.2K -69 -10%
SCM
3478
Stordahl Capital Management
Colorado
$471K +$173K +237 +60%
SPWG
3479
Sage Private Wealth Group
Illinois
$470K +$728 +1 +0.2%
DB
3480
Dravo Bay
Delaware
$470K -$175K -240 -28%
APW
3481
Aurora Private Wealth
New Jersey
$467K +$728 +1 +0.2%
ACA
3482
American Capital Advisory
Idaho
$466K – – –
CWA
3483
CJM Wealth Advisers
Virginia
$465K +$111K +153 +33%
PFT
3484
Providence First Trust
Arizona
$464K +$146K +200 +48%
YIH
3485
Y-Intercept (HK)
Hong Kong
$464K +$451K +620 New
FFS
3486
Fischer Financial Services
Pennsylvania
$464K +$24K +33 +6%
HIC
3487
Hamrick Investment Counsel
Washington
$463K -$799K -1,097 -64%
SIM
3488
Samara Investment Management
Oregon
$461K – – –
DWAM
3489
Duncan Williams Asset Management
Tennessee
$460K +$48.8K +67 +12%
IWP
3490
Invenio Wealth Partners
Florida
$460K – – –
CA
3491
Carson Advisory
Georgia
$459K – – –
PIN
3492
Prudent Investors Network
California
$457K -$142K -195 -24%
EWA
3493
Eagle Wealth Advisors
Connecticut
$457K +$55.3K +76 +14%
PFA
3494
Presper Financial Architects
Ohio
$454K -$728 -1 -0.2%
PCA
3495
Purkiss Capital Advisors
Connecticut
$453K +$35K +48 +9%
KA
3496
Kearns & Associates
California
$453K +$728 +1 +0.2%
HIS
3497
Horizon Investment Services
Indiana
$452K – – –
LAS
3498
Lloyd Advisory Services
Georgia
$452K +$147K +202 +50%
VP
3499
Verisail Partners
Georgia
$452K -$11.7K -16 -3%
EFG
3500
Elm3 Financial Group
Georgia
$450K -$14.6K -20 -3%
138 139
140
141 142