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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
3601
IFG Advisors
Missouri
$307K -$10.2K -15 -3%
PFA
3602
Perryman Financial Advisory
Texas
$306K +$683 +1 +0.2%
CWA
3603
CJM Wealth Advisers
Virginia
$306K +$15.7K +23 +5%
CFGSD
3604
Compass Financial Group (South Dakota)
South Dakota
$306K -$15K -22 -4%
HP
3605
HT Partners
Connecticut
$306K – – –
MWM
3606
Mittelman Wealth Management
Massachusetts
$305K +$319K +467 New
LAA
3607
Liberty Atlantic Advisors
Texas
$304K -$8.19K -12 -3%
NI
3608
Natural Investments
California
$303K – – –
OWM
3609
Opes Wealth Management
California
$302K – – –
TCTWM
3610
Three Cord True Wealth Management
Pennsylvania
$301K +$15K +22 +5%
ICCON
3611
Investment Counsel Company of Nevada
Nevada
$301K -$1.33M -1,953 -81%
RPA
3612
Redwood Park Advisors
California
$301K +$683 +1 +0.2%
HI
3613
Hoey Investments
Pennsylvania
$300K – – –
CCM
3614
Ciovacco Capital Management
Georgia
$300K – – –
BPW
3615
BLVD Private Wealth
Kentucky
$299K -$683 -1 -0.2%
RRWA
3616
Rainey & Randall Wealth Advisors
Florida
$298K +$683 +1 +0.2%
MS
3617
Monetary Solutions
Ohio
$298K – – –
RWS
3618
Rochester Wealth Strategies
Michigan
$298K – – –
YWM
3619
Yardley Wealth Management
Pennsylvania
$297K – – –
WAS
3620
Westco Advisory Services
New York
$297K -$3.41K -5 -1%
AIM
3621
Avity Investment Management
Connecticut
$297K – – –
IWA
3622
Independent Wealth Advisors
North Carolina
$296K +$75.1K +110 +32%
CH
3623
Canton Hathaway
Rhode Island
$296K – – –
FWSM
3624
First Wilshire Securities Management
California
$295K – – –
LIP
3625
Lynch Investment Planning
Pennsylvania
$295K +$308K +451 New
143 144
145
146 147