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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
OIM
2076
Opus Investment Management
Massachusetts
$455K -$116K -290 -19%
CWAG
2077
Compton Wealth Advisory Group
Virginia
$455K – – –
PS
2078
Portfolio Strategies
New York
$452K +$32.3K +81 +7%
SW
2079
Simplicity Wealth
New Jersey
$452K +$503K +1,260 New
BFAG
2080
Blackston Financial Advisory Group
Florida
$451K +$465K +1,164 New
VCM
2081
Violich Capital Management
California
$449K – – –
SBF
2082
Sara-Bay Financial
Florida
$445K +$23.6K +59 +5%
HCM
2083
HM Capital Management
Missouri
$444K -$44.3K -111 -8%
NWMG
2084
National Wealth Management Group
Ohio
$443K +$31.1K +78 +7%
SWA
2085
Sutton Wealth Advisors
Florida
$442K +$4.79K +12 +1%
SCI
2086
Stableford Capital II
Arizona
$442K +$5.99K +15 +1%
IA
2087
Inspire Advisors
Idaho
$440K +$37.9K +95 +8%
CAI
2088
Capital Advisors Inc
Oklahoma
$440K +$95K +238 +24%
TFA
2089
Triad Financial Advisors
North Carolina
$439K – – –
AHIA
2090
Andrew Hill Investment Advisors
Florida
$438K -$1.6K -4 -0.3%
AWC
2091
Adamsbrown Wealth Consultants
Kansas
$436K -$157K -392 -24%
CG
2092
Clarus Group
Texas
$436K -$56.7K -142 -10%
FW
2093
FirstPurpose Wealth
Utah
$436K +$68.7K +172 +16%
MPW
2094
MGO Private Wealth
California
$434K +$483K +1,209 New
DCM
2095
Donaldson Capital Management
Indiana
$432K +$7.99K +20 +2%
BB
2096
Bell Bank
North Dakota
$431K -$799 -2 -0.2%
HCM
2097
HMS Capital Management
Tennessee
$431K – – –
MLL
2098
Moody Lynn & Lieberson
Massachusetts
$431K – – –
YCM
2099
Yousif Capital Management
Michigan
$430K -$232K -580 -33%
FAM
2100
Fenimore Asset Management
New York
$430K – – –
82 83
84
85 86