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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
2101
Triad Financial Advisors
North Carolina
$464K – – –
FFWM
2102
Future Financial Wealth Management
Ohio
$463K – – –
SWA
2103
Sutton Wealth Advisors
Florida
$463K +$57.2K +139 +13%
JWS
2104
Juncture Wealth Strategies
Arizona
$462K +$71.6K +174 +17%
EWP
2105
Engrave Wealth Partners
Texas
$462K +$501K +1,219 New
NWM
2106
NEIRG Wealth Management
Massachusetts
$461K – – –
HDIM
2107
Hanson & Doremus Investment Management
Vermont
$460K – – –
UWM
2108
USAdvisors Wealth Management
Minnesota
$459K -$26.7K -65 -5%
SIA
2109
Strategic Investment Advisors
Michigan
$457K +$1.65K +4 +0.3%
HCM
2110
HMS Capital Management
Tennessee
$456K – – –
MLL
2111
Moody Lynn & Lieberson
Massachusetts
$456K – – –
BB
2112
Bell Bank
North Dakota
$456K +$823 +2 +0.2%
SWK
2113
Stephen W. Kidder
$455K -$61.7K -150 -11%
FAM
2114
Fenimore Asset Management
New York
$455K – – –
MAS
2115
Madden Advisory Services
Florida
$454K -$135K -329 -22%
SBF
2116
Sara-Bay Financial
Florida
$450K +$6.58K +16 +1%
SOAG
2117
Silver Oak Advisory Group
Oregon
$450K -$42.8K -104 -8%
NLP
2118
Next Level Private
New York
$449K -$97.5K -237 -17%
DCM
2119
Donaldson Capital Management
Indiana
$449K -$58.8K -143 -11%
CWM
2120
Chemistry Wealth Management
New York
$449K +$6.17K +15 +1%
OHIS
2121
Oak Harvest Investment Services
Texas
$447K -$13.6K -33 -3%
PS
2122
Portfolio Strategies
New York
$447K -$823 -2 -0.2%
DC
2123
Defender Capital
North Carolina
$447K – – –
WF
2124
WoodTrust Financial
Wisconsin
$446K – – –
PIM
2125
Provident Investment Management
Michigan
$445K -$411K -1,000 -46%
83 84
85
86 87