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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
MAS
2101
Madden Advisory Services
Florida
$430K – – –
HA
2102
Hofer & Associates
California
$427K +$25.2K +63 +6%
SOAG
2103
Silver Oak Advisory Group
Oregon
$426K – – –
CWM
2104
Chemistry Wealth Management
New York
$424K – – –
WCAMG
2105
Woodard & Company Asset Management Group
North Carolina
$423K -$37.9K -95 -7%
DC
2106
Defender Capital
North Carolina
$423K – – –
PIM
2107
Provident Investment Management
Michigan
$422K – – –
VFPI
2108
Vantage Financial Partners (Illinois)
Illinois
$422K +$4.79K +12 +1%
WF
2109
WoodTrust Financial
Wisconsin
$421K – – –
BWP
2110
Balboa Wealth Partners
Arizona
$420K +$468K +1,172 New
TPA
2111
Trivium Point Advisory
Connecticut
$418K – – –
MM
2112
Main Management
California
$416K -$210K -525 -31%
LFG
2113
Lockerman Financial Group
California
$415K +$462K +1,156 New
BFG
2114
Bouchey Financial Group
New York
$414K -$5.99K -15 -1%
TNA
2115
True North Advisors
Texas
$413K -$61.5K -154 -12%
TW
2116
TrinityPoint Wealth
Connecticut
$412K -$109K -273 -19%
SFP
2117
Strategic Financial Planning
Texas
$412K – – –
SFP
2118
Sandbox Financial Partners
Maryland
$412K +$459K +1,149 New
JF
2119
Joule Financial
Kentucky
$409K – – –
OHWP
2120
Oak Harbor Wealth Partners
North Carolina
$409K – – –
HIMC
2121
Heritage Investors Management Corp
Maryland
$409K +$93.8K +235 +26%
UL
2122
Unionview LLC
Washington
$408K +$29.5K +74 +7%
MPIA
2123
Mountain Pacific Investment Advisers
Idaho
$407K – – –
HDIM
2124
Hanson & Doremus Investment Management
Vermont
$406K -$31.9K -80 -7%
SCA
2125
Spearhead Capital Advisors
Florida
$405K – – –
83 84
85
86 87