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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
TNA
3651
True North Advisors
Texas
– -$433K -750 Closed
KNW
3652
Kesler Norman & Wride
Utah
– -$407K -705 Closed
TA
3653
TKG Advisors
Indiana
– -$351K -608 Closed
AHB
3654
Abner Herrman & Brock
New Jersey
– -$330K -572 Closed
GFG
3655
Greystone Financial Group
Michigan
– -$322K -558 Closed
APA
3656
Astoria Portfolio Advisors
New York
– -$316K -542 Closed
ECA
3657
Elevation Capital Advisory
Oregon
– -$308K -534 Closed
GA
3658
Gordian Advisors
Arizona
– -$288K -500 Closed
BBWA
3659
Bell & Brown Wealth Advisors
California
– -$281K -488 Closed
TCMP
3660
Thrive Capital Management (Pennsylvania)
Pennsylvania
– -$261K -453 Closed
BIA
3661
Benchmark Investment Advisors
Illinois
– -$254K -441 Closed
M1FG
3662
Mach-1 Financial Group
Arkansas
– -$243K -421 Closed
BTIM
3663
BancFirst Trust & Investment Management
Oklahoma
– -$235K -409 Closed
LS
3664
Leelyn Smith
Illinois
– -$228K -395 Closed
DJFS
3665
Dean Jacobson Financial Services
Texas
– -$226K -392 Closed
KHCM
3666
Kirtland Hills Capital Management
Ohio
– -$223K -387 Closed
DAC
3667
Dividend Assets Capital
South Carolina
– -$214K -371 Closed
PFP
3668
Paragon Financial Partners
California
– -$213K -370 Closed
BBW
3669
Blue Barn Wealth
Utah
– -$212K -368 Closed
AWC
3670
Adamsbrown Wealth Consultants
Kansas
– -$212K -367 Closed
DWM
3671
Dopkins Wealth Management
New York
– -$212K -367 Closed
TFP
3672
Tilia Fiduciary Partners
North Carolina
– -$208K -361 Closed
MAM
3673
MWA Asset Management
Massachusetts
– -$207K -359 Closed
SFPM
3674
Sensible Financial Planning & Management
Massachusetts
– -$203K -352 Closed
CA
3675
Cannon Advisors
North Carolina
– -$201K -351 Closed
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