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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
SMA
1676
Sage Mountain Advisors
Georgia
$943K – – –
PWM
1677
PBMares Wealth Management
Virginia
$942K +$74.4K +168 +8%
BWAM
1678
Boyd Watterson Asset Management
Ohio
$941K – – –
ACP
1679
Ashfield Capital Partners
California
$931K +$35.5K +80 +4%
KPCM
1680
Kings Point Capital Management
New York
$921K – – –
CM
1681
Columbus Macro
Pennsylvania
$916K -$19.1K -43 -2%
RPG
1682
Resource Planning Group
Georgia
$915K -$7.53K -17 -0.8%
ODG
1683
O'Dell Group
Ohio
$915K – – –
EGWAG
1684
Elwood & Goetz Wealth Advisory Group
Georgia
$913K -$443 -1 -0%
CCM
1685
Carlson Capital Management
Minnesota
$909K – – –
LC
1686
LCNB Corp
Ohio
$904K -$15.5K -35 -2%
DI
1687
DFPG Investments
Utah
$902K +$433K +976 +93%
MIG
1688
McGuire Investment Group
Rhode Island
$897K +$13.3K +30 +1%
ISB
1689
Iowa State Bank
Iowa
$896K – – –
TFGT
1690
TS Financial Group (TSFG)
Illinois
$893K – – –
DCM
1691
Disciplina Capital Management
Tennessee
$890K +$6.65K +15 +0.7%
HFP
1692
Holistic Financial Partners
Indiana
$884K – – –
TIA
1693
Tiemann Investment Advisors
California
$880K -$443 -1 -0%
GAM
1694
Griffin Asset Management
New York
$878K -$19.9K -45 -2%
FVCM
1695
F&V Capital Management
Florida
$874K +$57.2K +129 +7%
SIA
1696
Stegner Investment Associates
Kentucky
$872K +$133K +299 +17%
SSWM
1697
Smith Salley Wealth Management
North Carolina
$871K +$886 +2 +0.1%
AWM
1698
Affinity Wealth Management
Delaware
$867K – – –
EWM
1699
Executive Wealth Management
Michigan
$866K +$22.2K +50 +3%
MMPW
1700
Mitchell McLeod Pugh & Williams
Alabama
$865K +$7.09K +16 +0.8%
66 67
68
69 70