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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
B
4076
Bellecapital
Switzerland
– -$288K -421 Closed
RS
4077
Retirement Solution
Washington
– -$281K -411 Closed
SCP
4078
Sivia Capital Partners
California
– -$281K -410 Closed
W
4079
WorthPointe
California
– -$275K -402 Closed
PD
4080
Planning Directions
Pennsylvania
– -$267K -389 Closed
DI
4081
Disciplined Investors
Texas
– -$260K -380 Closed
M1FG
4082
Mach-1 Financial Group
Arkansas
– -$258K -376 Closed
SA
4083
Strategic Advocates
Utah
– -$257K -373 Closed
AW
4084
Apricus Wealth
South Carolina
– -$247K -360 Closed
MAM
4085
Marotta Asset Management
Virginia
– -$244K -356 Closed
TSS
4086
Two Sigma Securities
New York
– -$237K -346 Closed
IWA
4087
IVC Wealth Advisors
Pennsylvania
– -$223K -325 Closed
CA
4088
CWC Advisors
Oregon
– -$221K -322 Closed
OA
4089
Oxbow Advisors
Texas
– -$220K -321 Closed
CWL
4090
Causey Wealth LLC
Colorado
– -$218K -319 Closed
OWM
4091
OneAscent Wealth Management
Alabama
– -$218K -318 Closed
SWTS
4092
Stonehaven Wealth & Tax Solutions
Wisconsin
– -$217K -317 Closed
OP
4093
Oath Planning
Oklahoma
– -$211K -308 Closed
BCG
4094
Bravias Capital Group
New Jersey
– -$210K -306 Closed
AMG
4095
APS Management Group
California
– -$208K -304 Closed
CWM
4096
Cherrydale Wealth Management
New Jersey
– -$208K -304 Closed
CMP
4097
Christine Messmer PC
Pennsylvania
– -$208K -304 Closed
MCM
4098
MontVue Capital Management
Virginia
– -$208K -304 Closed
PA
4099
Prism Advisors
California
– -$207K -302 Closed
PCMN
4100
Paradigm Capital Management (Nevada)
Nevada
– -$206K -301 Closed
161 162 163
164
165