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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
3651
Warburton Capital Management
Oklahoma
– -$216K -368 Closed
NHFG
3652
New Harbor Financial Group
Massachusetts
– -$212K -360 Closed
G
3653
Gainplan
Michigan
– -$210K -357 Closed
TDC
3654
Thompson Davis & Co
Virginia
– -$209K -355 Closed
FDDB
3655
Fidelity D&D Bancorp
Pennsylvania
– -$208K -354 Closed
HWMG
3656
Hurlow Wealth Management Group
Indiana
– -$207K -352 Closed
NI
3657
NDVR Inc
Massachusetts
– -$207K -352 Closed
SRWM
3658
Shira Ridge Wealth Management
California
– -$207K -351 Closed
BSAM
3659
Blue Square Asset Management
New York
– -$206K -350 Closed
BFP
3660
Brewster Financial Planning
New York
– -$206K -350 Closed
BCA
3661
Bernzott Capital Advisors
California
– -$204K -347 Closed
LCGC
3662
Legacy Capital Group California
California
– -$204K -346 Closed
NG
3663
Northstar Group
New York
– -$203K -345 Closed
PWM
3664
Puff Wealth Management
New Jersey
– -$203K -345 Closed
BWM
3665
Baron Wealth Management
Michigan
– -$202K -344 Closed
CWM
3666
Concentrum Wealth Management
California
– -$203K -344 Closed
FEM
3667
Fulcrum Equity Management
Texas
– -$202K -344 Closed
PFA
3668
Plotkin Financial Advisors
Maryland
– -$202K -343 Closed
EFP
3669
Envision Financial Planning
Tennessee
– -$201K -342 Closed
FS
3670
Ferguson Shapiro
Georgia
– -$201K -341 Closed
MIM
3671
Moseley Investment Management
Florida
– -$201K -341 Closed
BAG
3672
Bridgewealth Advisory Group
California
– -$201K -328 Closed
PCWA
3673
Pacific Capital Wealth Advisors
California
– -$183K -311 Closed
AWM
3674
Aberdeen Wealth Management
Illinois
– -$177K -300 Closed
CI
3675
Clal Insurance
Israel
– -$163K -277 Closed
144 145 146
147
148