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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
RM
2126
Resource Management
Louisiana
$233K -$38.1K -91 -14%
SFMG
2127
Sage Financial Management Group
Virginia
$232K – – –
CIAS
2128
CFS Investment Advisory Services
New Jersey
$232K +$226K +540 New
WWA
2129
WC Walker & Associates
California
$231K – – –
BI
2130
Ballast Inc
Kentucky
$231K +$419 +1 +0.2%
GIA
2131
Granite Investment Advisors
New Hampshire
$231K +$225K +538 New
NPA
2132
Nichols & Pratt Advisers
Massachusetts
$230K -$83.8K -200 -27%
OPOWM
2133
One Plus One Wealth Management
Florida
$230K -$20.9K -50 -9%
FPIS
2134
Financial Planning & Information Services
Wisconsin
$230K – – –
BWL
2135
Bogart Wealth LLC
Virginia
$230K +$52.8K +126 +31%
AAP
2136
Arax Advisory Partners
Colorado
$228K +$222K +529 New
CG
2137
Corundum Group
Colorado
$227K – – –
WFA
2138
West Financial Advisors
Iowa
$224K – – –
GWAG
2139
Garrett Wealth Advisory Group
Texas
$223K – – –
SAM
2140
SignalPoint Asset Management
Missouri
$223K +$217K +518 New
CB
2141
Cadence Bank
Mississippi
$221K – – –
EGA
2142
Eagle Global Advisors
Texas
$221K – – –
ACM
2143
Allred Capital Management
Texas
$221K +$6.7K +16 +3%
CWM
2144
CCG Wealth Management
California
$217K – – –
BI
2145
Blooom Inc
Kansas
$217K +$2.1K +5 +2%
AWM
2146
Activest Wealth Management
Florida
$216K +$154K +367 +270%
HGWM
2147
Horst & Graben Wealth Management
Oregon
$215K -$11.3K -27 -5%
BSG
2148
Black Swift Group
Colorado
$215K – – –
DSC
2149
Duncker Streett & Co
Missouri
$215K +$6.28K +15 +3%
SC
2150
Schulhoff & Co
Ohio
$215K +$210K +502 New
84 85
86
87 88