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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
RA
3601
Rubicon Advisors
California
$329K +$326K +480 New
LAA
3602
Liberty Atlantic Advisors
Texas
$327K +$325K +478 New
GT
3603
GreatBanc Trust
Illinois
$326K – – –
VIA
3604
Vickerman Investment Advisors
Washington
$325K +$323K +475 New
CIG
3605
Cairn Investment Group
Washington
$325K – – –
SGC
3606
Slocum, Gordon & Co
Rhode Island
$325K – – –
TCM
3607
Tradewinds Capital Management
Washington
$325K +$1.36K +2 +0.4%
RCA
3608
Ranch Capital Advisors
Florida
$324K -$13.6K -20 -4%
CPA
3609
Clear Point Advisors
New York
$323K +$1.36K +2 +0.4%
SWIG
3610
Strategic Wealth Investment Group
Kentucky
$323K -$395K -582 -55%
BLFG
3611
Brian Low Financial Group
Louisiana
$323K -$116K -171 -27%
MWP
3612
Meredith Wealth Planning
Illinois
$321K – – –
HP
3613
HT Partners
Connecticut
$321K – – –
PFA
3614
Perryman Financial Advisory
Texas
$320K +$318K +468 New
HNWAG
3615
High Net Worth Advisory Group
Florida
$320K -$19K -28 -6%
TPF
3616
Tribridge Partners Financial
Maryland
$319K -$9.51K -14 -3%
OPTFSNA
3617
Old Point Trust & Financial Services N A
Virginia
$318K +$8.83K +13 +3%
IP
3618
Intellectus Partners
California
$317K – – –
RWA
3619
Rooted Wealth Advisors
Illinois
$317K -$2.72K -4 -0.9%
NI
3620
Natural Investments
California
$317K +$315K +464 New
OWM
3621
Opes Wealth Management
California
$316K +$679 +1 +0.2%
CWP
3622
Concord Wealth Partners
Virginia
$316K -$441K -650 -59%
SRB
3623
Shotwell Rutter Baer
Michigan
$316K – – –
HI
3624
Hoey Investments
Pennsylvania
$315K – – –
MIM
3625
MTM Investment Management
South Carolina
$315K +$679 +1 +0.2%
143 144
145
146 147