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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
3501
Prossimo Advisors
California
$449K -$186K -255 -30%
CBOR
3502
Community Bank of Raymore
Missouri
$449K – – –
SCM
3503
Shelton Capital Management
Colorado
$449K – – –
SWK
3504
Stephen W. Kidder
$449K – – –
IA
3505
IFG Advisors
Missouri
$449K +$93.9K +129 +27%
TFA
3506
TrustWell Financial Advisors
Florida
$447K -$8.01K -11 -2%
RA
3507
Rockingstone Advisors
Massachusetts
$447K +$29.1K +40 +7%
AHB
3508
Abner Herrman & Brock
New Jersey
$447K +$7.28K +10 +2%
BFWM
3509
Bright Futures Wealth Management
New York
$446K -$17.5K -24 -4%
MS
3510
Monetary Solutions
Ohio
$446K +$101K +139 +30%
PAM
3511
PCG Asset Management
New Jersey
$445K +$28.4K +39 +7%
BAG
3512
Bridgewealth Advisory Group
California
$445K +$166K +228 +62%
SIA
3513
Serenity Investment Advisors
Illinois
$444K -$37.1K -51 -8%
ASBI
3514
American State Bank (Iowa)
Iowa
$444K +$48.8K +67 +13%
CWP
3515
CFM Wealth Partners
Texas
$443K -$67K -92 -13%
MGIA
3516
Matthew Goff Investment Advisor
Texas
$442K – – –
AMM
3517
American Money Management
California
$441K -$26.9K -37 -6%
FSG
3518
Financial Strategies Group
Michigan
$441K -$29.1K -40 -6%
BWM
3519
BlackDiamond Wealth Management
New York
$440K -$2.91K -4 -0.7%
IB
3520
Intrust Bank
Kansas
$440K -$7.28K -10 -2%
KA
3521
Kozak & Associates
Colorado
$438K -$3.64K -5 -0.8%
BBI
3522
Baxter Bros Inc
Connecticut
$438K – – –
SSWM
3523
Strait & Sound Wealth Management
California
$438K – – –
AHC
3524
Adell Harriman & Carpenter
Texas
$436K -$144K -198 -25%
AW
3525
Apricus Wealth
South Carolina
$434K +$422K +580 New
139 140
141
142 143