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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
M
3676
MYeCFO
California
$279K – – –
EFMC
3677
Empire Financial Management Company
New York
$279K – – –
PG
3678
Proffitt & Goodson
Tennessee
$278K +$240K +351 +468%
SGC
3679
Slocum, Gordon & Co
Rhode Island
$278K -$33.5K -49 -10%
SWM
3680
Schwallier Wealth Management
Michigan
$278K +$11.6K +17 +4%
UFPG
3681
United Financial Planning Group
New York
$277K +$19.8K +29 +7%
VBFP
3682
Valtinson Bruner Financial Planning
Minnesota
$276K +$13K +19 +5%
BWM
3683
Bernard Wealth Management
Michigan
$275K -$16.4K -24 -5%
CWM
3684
CarsonAllaria Wealth Management
Illinois
$275K +$683 +1 +0.2%
PWM
3685
Peak Wealth Management
New Hampshire
$275K – – –
TPW
3686
Tiller Private Wealth
Pennsylvania
$274K +$61.5K +90 +27%
PFT
3687
Providence First Trust
Arizona
$274K – – –
CA
3688
Crumly & Associates
Illinois
$274K +$683 +1 +0.2%
MFG
3689
Marmo Financial Group
Tennessee
$273K +$683 +1 +0.2%
SF
3690
Seros Financial
Arizona
$273K -$50.5K -74 -15%
SIP
3691
Sellwood Investment Partners
Oregon
$273K +$271K +397 +1,890%
HHAA
3692
Henry H. Armstrong Associates
Pennsylvania
$272K – – –
TAWM
3693
Three Arch Wealth Management
California
$272K – – –
FWM
3694
FLP Wealth Management
Arkansas
$272K +$66.9K +98 +31%
OPTFSNA
3695
Old Point Trust & Financial Services N A
Virginia
$271K -$34.1K -50 -11%
IP
3696
Intellectus Partners
California
$271K -$33.5K -49 -11%
CRFG
3697
Columbia River Financial Group
Washington
$270K – – –
AG
3698
Advocate Group
Minnesota
$270K -$25.3K -37 -8%
OPOWM
3699
One Plus One Wealth Management
Florida
$269K +$8.19K +12 +3%
VBA
3700
von Borstel & Associates
Oregon
$268K -$244K -357 -46%
146 147
148
149 150