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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
ARC
4076
Advisor Resource Council
Texas
– -$525K -754 Closed
4WM
4077
44 Wealth Management
Oregon
– -$510K -744 Closed
AGM
4078
Alpine Global Management
New York
– -$486K -710 Closed
CC
4079
Commons Capital
Massachusetts
– -$485K -708 Closed
KFS
4080
Kurt F. Somerville
– -$460K -671 Closed
FTA
4081
Financial & Tax Architects
Missouri
– -$428K -625 Closed
RFM
4082
Royal Fund Management
Florida
– -$412K -601 Closed
RWM
4083
Reston Wealth Management
Virginia
– -$389K -568 Closed
MWM
4084
Maltin Wealth Management
New Jersey
– -$380K -554 Closed
JRPIM
4085
Journey Retirement Planning & Investment Management
Idaho
– -$371K -543 Closed
GCM
4086
Gunderson Capital Management
South Carolina
– -$358K -522 Closed
CPA
4087
Clear Point Advisors
New York
– -$323K -472 Closed
TWP
4088
Tower Wealth Partners
Pennsylvania
– -$310K -452 Closed
CIM
4089
Catalyst Investment Management
New Hampshire
– -$299K -437 Closed
SRL
4090
Scientech Research LLC
New Jersey
– -$298K -435 Closed
BGCP
4091
Bristol Gate Capital Partners
Ontario, Canada
– -$294K -429 Closed
B
4092
Bellecapital
Switzerland
– -$288K -421 Closed
RS
4093
Retirement Solution
Washington
– -$281K -411 Closed
SCP
4094
Sivia Capital Partners
California
– -$281K -410 Closed
W
4095
WorthPointe
California
– -$275K -402 Closed
PD
4096
Planning Directions
Pennsylvania
– -$267K -389 Closed
DI
4097
Disciplined Investors
Texas
– -$260K -380 Closed
M1FG
4098
Mach-1 Financial Group
Arkansas
– -$258K -376 Closed
SA
4099
Strategic Advocates
Utah
– -$257K -373 Closed
AW
4100
Apricus Wealth
South Carolina
– -$247K -360 Closed
162 163
164
165 166