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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CFMC
2176
Curbstone Financial Management Corp
New Hampshire
$2.6M +$97K +142 +4%
WCM
2177
Wealthcare Capital Management
Virginia
$2.6M -$83.3K -122 -3%
MMHP
2178
Murphy Middleton Hinkle & Parker
Georgia
$2.59M +$2.71M +3,972 New
UF
2179
Univest Financial
Pennsylvania
$2.59M -$256K -375 -9%
FC
2180
Financial Consulate
Maryland
$2.58M +$121K +177 +5%
BST
2181
Bath Savings Trust
Maine
$2.57M +$656K +960 +32%
SPA
2182
Sentinel Pension Advisors
Massachusetts
$2.57M +$275K +402 +11%
TCOT
2183
Trust Company of Toledo
Ohio
$2.56M +$201K +295 +8%
TCP
2184
TMB Capital Partners
Arkansas
$2.56M -$96.3K -141 -3%
WHCI
2185
W.H. Cornerstone Investments
Massachusetts
$2.56M +$7.51K +11 +0.3%
OCG
2186
Opus Capital Group
Ohio
$2.56M -$175K -256 -6%
GHA
2187
GW Henssler & Associates
Georgia
$2.55M -$1.56M -2,286 -37%
DWML
2188
Decker Wealth Management LLC
Tennessee
$2.55M – – –
BFP
2189
Briaud Financial Planning
Texas
$2.54M +$2.73K +4 +0.1%
CAM
2190
Clark Asset Management
New Hampshire
$2.54M -$18.4K -27 -0.7%
BAS
2191
Breakthru Advisory Services
Wisconsin
$2.54M -$24.3M -35,558 -90%
RFA
2192
Resurgent Financial Advisors
Georgia
$2.53M +$162K +237 +7%
ICP
2193
Impact Capital Partners
Colorado
$2.53M -$63.5K -93 -2%
KFI
2194
Key Financial Inc
Pennsylvania
$2.53M – – –
ACA
2195
Aspire Capital Advisors
Washington
$2.51M -$19.8K -29 -0.7%
EA
2196
Efficient Advisors
Ohio
$2.51M -$303K -443 -10%
RBFC
2197
Roman Butler Fullerton & Co
Missouri
$2.5M -$42.3K -62 -2%
BO
2198
Bank OZK
Arkansas
$2.5M +$170K +249 +7%
DP
2199
Denver PWM
Colorado
$2.5M -$238K -349 -9%
TH
2200
Team Hewins
California
$2.49M -$8.88K -13 -0.3%
86 87
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