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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
NPFS
3651
Novak & Powell Financial Services
Florida
– -$586K -1,015 Closed
MGI
3652
MayTech Global Investments
New York
– -$490K -850 Closed
IPW
3653
Inlet Private Wealth
Florida
– -$490K -849 Closed
ZCI
3654
Zevenbergen Capital Investments
Washington
– -$475K -824 Closed
LFA
3655
LifeGuide Financial Advisors
Pennsylvania
– -$465K -807 Closed
TNA
3656
True North Advisors
Texas
– -$433K -750 Closed
KNW
3657
Kesler Norman & Wride
Utah
– -$407K -705 Closed
TA
3658
TKG Advisors
Indiana
– -$351K -608 Closed
AHB
3659
Abner Herrman & Brock
New Jersey
– -$330K -572 Closed
GFG
3660
Greystone Financial Group
Michigan
– -$322K -558 Closed
APA
3661
Astoria Portfolio Advisors
New York
– -$316K -542 Closed
ECA
3662
Elevation Capital Advisory
Oregon
– -$308K -534 Closed
GA
3663
Gordian Advisors
Arizona
– -$288K -500 Closed
BBWA
3664
Bell & Brown Wealth Advisors
California
– -$281K -488 Closed
TCMP
3665
Thrive Capital Management (Pennsylvania)
Pennsylvania
– -$261K -453 Closed
BIA
3666
Benchmark Investment Advisors
Illinois
– -$254K -441 Closed
M1FG
3667
Mach-1 Financial Group
Arkansas
– -$243K -421 Closed
BTIM
3668
BancFirst Trust & Investment Management
Oklahoma
– -$235K -409 Closed
LS
3669
Leelyn Smith
Illinois
– -$228K -395 Closed
DJFS
3670
Dean Jacobson Financial Services
Texas
– -$226K -392 Closed
KHCM
3671
Kirtland Hills Capital Management
Ohio
– -$223K -387 Closed
DAC
3672
Dividend Assets Capital
South Carolina
– -$214K -371 Closed
PFP
3673
Paragon Financial Partners
California
– -$213K -370 Closed
BBW
3674
Blue Barn Wealth
Utah
– -$212K -368 Closed
AWC
3675
Adamsbrown Wealth Consultants
Kansas
– -$212K -367 Closed
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