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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
PFW
3651
Petros Family Wealth
Minnesota
– -$255K -433 Closed
CA
3652
CWC Advisors
Oregon
– -$247K -419 Closed
FF
3653
Fairway Financial
Florida
– -$237K -402 Closed
BFS
3654
Baskin Financial Services
Ontario, Canada
– -$230K -390 Closed
CWMGO
3655
Capstone Wealth Management Group (Oregon)
Oregon
– -$228K -388 Closed
3F
3656
360 Financial
Minnesota
– -$221K -375 Closed
KC
3657
Kinloch Capital
Virginia
– -$220K -374 Closed
WCM
3658
Warburton Capital Management
Oklahoma
– -$216K -368 Closed
NHFG
3659
New Harbor Financial Group
Massachusetts
– -$212K -360 Closed
G
3660
Gainplan
Michigan
– -$210K -357 Closed
TDC
3661
Thompson Davis & Co
Virginia
– -$209K -355 Closed
FDDB
3662
Fidelity D&D Bancorp
Pennsylvania
– -$208K -354 Closed
HWMG
3663
Hurlow Wealth Management Group
Indiana
– -$207K -352 Closed
NI
3664
NDVR Inc
Massachusetts
– -$207K -352 Closed
SRWM
3665
Shira Ridge Wealth Management
California
– -$207K -351 Closed
BSAM
3666
Blue Square Asset Management
New York
– -$206K -350 Closed
BFP
3667
Brewster Financial Planning
New York
– -$206K -350 Closed
BCA
3668
Bernzott Capital Advisors
California
– -$204K -347 Closed
LCGC
3669
Legacy Capital Group California
California
– -$204K -346 Closed
NG
3670
Northstar Group
New York
– -$203K -345 Closed
PWM
3671
Puff Wealth Management
New Jersey
– -$203K -345 Closed
BWM
3672
Baron Wealth Management
Michigan
– -$202K -344 Closed
CWM
3673
Concentrum Wealth Management
California
– -$203K -344 Closed
FEM
3674
Fulcrum Equity Management
Texas
– -$202K -344 Closed
PFA
3675
Plotkin Financial Advisors
Maryland
– -$202K -343 Closed
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147
148