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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
3676
FSA Advisors
Michigan
– -$374K -665 Closed
HFF
3677
Halter Ferguson Financial
Indiana
– -$355K -632 Closed
CCC
3678
Compass Capital Corp
Massachusetts
– -$352K -628 Closed
EWA
3679
Evolution Wealth Advisors
Florida
– -$353K -628 Closed
NPAN
3680
Northeast Planning Associates NH
New Hampshire
– -$347K -618 Closed
CP
3681
Castleview Partners
Texas
– -$341K -607 Closed
DC
3682
Defender Capital
North Carolina
– -$339K -600 Closed
QFW
3683
QTR Family Wealth
Florida
– -$335K -597 Closed
CI
3684
Carroll Investors
South Carolina
– -$307K -547 Closed
BCM
3685
Bayesian Capital Management
New York
– -$303K -540 Closed
ATI
3686
ARK & TLK Investments
Oklahoma
– -$276K -492 Closed
IP
3687
Isthmus Partners
Wisconsin
– -$267K -476 Closed
CA
3688
Crumly & Associates
Illinois
– -$261K -465 Closed
PIWA
3689
Prevail Innovative Wealth Advisors
Kansas
– -$259K -461 Closed
CFP
3690
Curran Financial Partners
South Carolina
– -$241K -429 Closed
TPW
3691
Transatlantique Private Wealth
New York
– -$231K -411 Closed
APW
3692
Axim Planning & Wealth
Ohio
– -$229K -407 Closed
IPW
3693
Inlet Private Wealth
Florida
– -$228K -406 Closed
ACP
3694
Aveo Capital Partners
Colorado
– -$228K -405 Closed
RFS
3695
Retirement Financial Solutions
Tennessee
– -$221K -393 Closed
CF
3696
Claris Financial
Virginia
– -$228K -387 Closed
PAM
3697
Pegasus Asset Management
New York
– -$216K -385 Closed
GBWM
3698
Granite Bay Wealth Management
New Hampshire
– -$214K -381 Closed
EM
3699
ELCO Management
New York
– -$207K -369 Closed
EFP
3700
EnRich Financial Partners
Wisconsin
– -$206K -366 Closed
145 146 147
148
149