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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
3676
Dopkins Wealth Management
New York
– -$212K -367 Closed
TFP
3677
Tilia Fiduciary Partners
North Carolina
– -$208K -361 Closed
MAM
3678
MWA Asset Management
Massachusetts
– -$207K -359 Closed
SFPM
3679
Sensible Financial Planning & Management
Massachusetts
– -$203K -352 Closed
CA
3680
Cannon Advisors
North Carolina
– -$201K -351 Closed
BCP
3681
Blue Chip Partners
Michigan
– -$186K -323 Closed
SIM
3682
Studio Investment Management
Illinois
– -$155K -269 Closed
MWA
3683
MFA Wealth Advisors
Pennsylvania
– -$115K -199 Closed
BIC
3684
Beach Investment Counsel
Pennsylvania
– -$101K -175 Closed
OW
3685
Olistico Wealth
Oklahoma
– -$80.2K -139 Closed
RWM
3686
Reston Wealth Management
Virginia
– -$71.2K -123 Closed
CA
3687
Claris Advisors
Missouri
– -$53.4K -93 Closed
IAS
3688
IMA Advisory Services
Colorado
– -$47.9K -83 Closed
HI
3689
Hoey Investments
Pennsylvania
– -$41.6K -76 Closed
CWM
3690
Cedar Wealth Management
California
– -$38.6K -67 Closed
DWS
3691
Dynamic Wealth Strategies
California
– -$39K -67 Closed
UCI
3692
Uncommon Cents Investing
Wisconsin
– -$36.9K -64 Closed
SHF
3693
Safe Harbor Fiduciary
Florida
– -$32.9K -57 Closed
FAM
3694
Flaharty Asset Management
Florida
– -$28.6K -50 Closed
AF
3695
Arrow Financial
New York
– -$17.9K -31 Closed
PIS
3696
POM Investment Strategies
North Carolina
– -$12.1K -21 Closed
GAG
3697
Goodman Advisory Group
Massachusetts
– -$4.04K -7 Closed
AWA
3698
Alaska Wealth Advisors
Alaska
– -$2.88K -5 Closed
144 145 146 147
148