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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
DWA
4126
Douglass Winthrop Advisors
New York
– -$446K -683 Closed
TFP
4127
TrueWealth Financial Partners
Washington
– -$414K -634 Closed
SRA
4128
Secured Retirement Advisors
Minnesota
– -$400K -613 Closed
NWAG
4129
Net Worth Advisory Group
Utah
– -$357K -546 Closed
CC
4130
Cultivar Capital
Texas
– -$348K -532 Closed
DRD
4131
Dennis R. Delaney
– -$327K -500 Closed
TFS
4132
Targeted Financial Services
Florida
– -$294K -450 Closed
PL
4133
Protective Life
Alabama
– -$293K -448 Closed
CA
4134
Crumly & Associates
Illinois
– -$274K -419 Closed
PA
4135
Probity Advisors
Texas
– -$267K -408 Closed
FF
4136
Farnam Financial
Arizona
– -$255K -390 Closed
MA
4137
McGrath & Associates
North Carolina
– -$246K -377 Closed
ICP
4138
Ironvine Capital Partners
Nebraska
– -$244K -374 Closed
FFIC
4139
First Fiduciary Investment Counsel
Ohio
– -$242K -370 Closed
EFT
4140
Envision Financial Transparency
North Carolina
– -$235K -360 Closed
SWM
4141
Shelton Wealth Management
Texas
– -$233K -357 Closed
PRS
4142
Pinkerton Retirement Specialists
Idaho
– -$225K -329 Closed
SFG
4143
Sather Financial Group
Texas
– -$212K -325 Closed
MGI
4144
MayTech Global Investments
New York
– -$210K -321 Closed
VIA
4145
Victrix Investment Advisors
Florida
– -$206K -316 Closed
OL
4146
Optas LLC
Texas
– -$201K -308 Closed
FWA
4147
FSC Wealth Advisors
New York
– -$200K -307 Closed
FFG
4148
Floyd Financial Group
Missouri
– -$212K -302 Closed
AGWCA
4149
Annis Gardner Whiting Capital Advisors
Florida
– -$167K -256 Closed
SA
4150
Scarborough Advisors
Maryland
– -$141K -216 Closed
163 164 165
166
167