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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CPCP
3751
Cedar Point Capital Partners
Iowa
$305K – – –
RWP
3752
Reliant Wealth Planning
Kentucky
$304K – – –
SWP
3753
ShoreHaven Wealth Partners
New Jersey
$304K +$728 +1 +0.2%
BWM
3754
Bernard Wealth Management
Michigan
$303K -$11.7K -16 -4%
CNC
3755
Citizens & Northern Corp
Pennsylvania
$303K – – –
NFC
3756
Northstar Financial Companies
Pennsylvania
$303K – – –
MFG
3757
Midwest Financial Group
Kansas
$302K – – –
FH
3758
Financial Harvest
Florida
$302K -$5.1K -7 -2%
GCWM
3759
Graham Capital Wealth Management
District of Columbia
$301K – – –
FFA
3760
Fi3 Financial Advisors
Indiana
$301K -$53.4M -73,317 -96%
DFG
3761
DiPaolo Financial Group
Florida
$300K -$70.6K -97 -20%
AMIM
3762
Aull & Monroe Investment Management
Alabama
$300K – – –
PWM
3763
Provident Wealth Management
Tennessee
$299K – – –
SRPTWM
3764
Split Rock Private Trading & Wealth Management
Minnesota
$299K -$4.37K -6 -1%
RCA
3765
Riverview Capital Advisers
Massachusetts
$298K +$728 +1 +0.3%
SJL
3766
Shayne & Jacobs LLC
Tennessee
$297K -$29.1K -40 -9%
SFG
3767
Seamount Financial Group
Colorado
$296K +$728 +1 +0.3%
RSWA
3768
Robinson Smith Wealth Advisors
Maine
$296K – – –
EA
3769
Echo45 Advisors
California
$296K – – –
BAG
3770
Bauman Advisory Group
Nevada
$296K +$56.1K +77 +24%
VWM
3771
Vermillion Wealth Management
Minnesota
$296K -$71.4K -98 -20%
SAMC
3772
Spectrum Asset Management (California)
California
$293K -$138K -190 -33%
FWM
3773
ForthRight Wealth Management
Georgia
$293K – – –
CWP
3774
Clark Wealth Partners
Illinois
$293K +$1.46K +2 +0.5%
CG
3775
Clifford Group
Massachusetts
$292K -$68.5K -94 -19%
149 150
151
152 153