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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
HGWM
2101
Horst & Graben Wealth Management
Oregon
$210K +$204K +527 New
OWM
2102
OneAscent Wealth Management
Alabama
$208K -$1.23M -3,164 -86%
IA
2103
Inspire Advisors
Idaho
$207K -$56.5K -146 -22%
WFA
2104
West Financial Advisors
Iowa
$207K – – –
GWAG
2105
Garrett Wealth Advisory Group
Texas
$206K -$15.5K -40 -7%
AA
2106
Advisory Alpha
Michigan
$206K +$200K +517 New
EGA
2107
Eagle Global Advisors
Texas
$205K +$199K +515 New
CB
2108
Cadence Bank
Mississippi
$204K +$199K +513 New
EBT
2109
Enterprise Bank & Trust
Massachusetts
$204K +$199K +513 New
AMIM
2110
Aull & Monroe Investment Management
Alabama
$204K +$199K +514 New
DL
2111
DOHJ LLC
Washington
$203K +$198K +511 New
BI
2112
Blooom Inc
Kansas
$202K -$9.68K -25 -7%
CWM
2113
CCG Wealth Management
California
$201K +$196K +505 New
CWA
2114
Clarus Wealth Advisors
Arizona
$200K +$188K +485 New
BSG
2115
Black Swift Group
Colorado
$199K +$194K +501 New
ACM
2116
Allred Capital Management
Texas
$199K +$194K +500 New
DSC
2117
Duncker Streett & Co
Missouri
$193K – – –
HBT
2118
Hills Bank & Trust
Iowa
$192K -$1.16K -3 -0.6%
FFIC
2119
First Fiduciary Investment Counsel
Ohio
$186K +$181K +468 New
VRM
2120
Vectors Research Management
New York
$183K -$26.3K -68 -13%
FWM
2121
Filbrandt Wealth Management
Wisconsin
$183K – – –
FFC
2122
First Financial Corp
Indiana
$172K -$9.29K -24 -5%
GG
2123
Gleason Group
Kentucky
$170K +$774 +2 +0.5%
RWB
2124
RMR Wealth Builders
New Jersey
$165K +$9.29K +24 +6%
BWL
2125
Bogart Wealth LLC
Virginia
$162K +$137K +353 +654%
83 84
85
86 87