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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
SOAG
2101
Silver Oak Advisory Group
Oregon
$426K – – –
CWM
2102
Chemistry Wealth Management
New York
$424K – – –
WCAMG
2103
Woodard & Company Asset Management Group
North Carolina
$423K -$37.9K -95 -7%
DC
2104
Defender Capital
North Carolina
$423K – – –
PIM
2105
Provident Investment Management
Michigan
$422K – – –
VFPI
2106
Vantage Financial Partners (Illinois)
Illinois
$422K +$4.79K +12 +1%
WF
2107
WoodTrust Financial
Wisconsin
$421K – – –
BWP
2108
Balboa Wealth Partners
Arizona
$420K +$468K +1,172 New
TPA
2109
Trivium Point Advisory
Connecticut
$418K – – –
MM
2110
Main Management
California
$416K -$210K -525 -31%
LFG
2111
Lockerman Financial Group
California
$415K +$462K +1,156 New
BFG
2112
Bouchey Financial Group
New York
$414K -$5.99K -15 -1%
TNA
2113
True North Advisors
Texas
$413K -$61.5K -154 -12%
TW
2114
TrinityPoint Wealth
Connecticut
$412K -$109K -273 -19%
SFP
2115
Strategic Financial Planning
Texas
$412K – – –
SFP
2116
Sandbox Financial Partners
Maryland
$412K +$459K +1,149 New
JF
2117
Joule Financial
Kentucky
$409K – – –
OHWP
2118
Oak Harbor Wealth Partners
North Carolina
$409K – – –
HIMC
2119
Heritage Investors Management Corp
Maryland
$409K +$93.8K +235 +26%
UL
2120
Unionview LLC
Washington
$408K +$29.5K +74 +7%
MPIA
2121
Mountain Pacific Investment Advisers
Idaho
$407K – – –
HDIM
2122
Hanson & Doremus Investment Management
Vermont
$406K -$31.9K -80 -7%
SCA
2123
Spearhead Capital Advisors
Florida
$405K – – –
KCFA
2124
Key Client Fiduciary Advisors
New Jersey
$403K – – –
RB
2125
Richmond Brothers
Michigan
$402K -$46.3K -116 -9%
83 84
85
86 87