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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
2201
Cozad Asset Management
Illinois
$504K – – –
MHR
2202
Matthew Hamilton Rosenberg
$503K -$91.1K -236 -15%
TFG
2203
Tilson Financial Group
New Jersey
$503K +$505K +1,308 New
TC
2204
Tenret Company
Florida
$502K – – –
NWM
2205
NEIRG Wealth Management
Massachusetts
$501K – – –
AWC
2206
Adamsbrown Wealth Consultants
Kansas
$498K +$31.6K +82 +7%
IAG
2207
Ipsen Advisor Group
Arkansas
$498K +$501K +1,297 New
WFA
2208
WMG Financial Advisors
Tennessee
$497K -$85.7K -222 -15%
SW
2209
SMART Wealth
Nebraska
$496K +$498K +1,291 New
HFG
2210
Heron Financial Group
New York
$494K -$78.7K -204 -14%
CIP
2211
Chartwell Investment Partners
Pennsylvania
$494K – – –
SWA
2212
Sutton Wealth Advisors
Florida
$493K +$19.7K +51 +4%
GWA
2213
Geometric Wealth Advisors
District of Columbia
$493K +$496K +1,284 New
RRCM
2214
Rappaport Reiches Capital Management
Illinois
$493K – – –
KOMWMG
2215
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$492K -$47.1K -122 -9%
AFO
2216
Allie Family Office
Florida
$491K +$479K +1,242 New
PWP
2217
Principle Wealth Partners
Connecticut
$490K -$14.3K -37 -3%
WA1
2218
Wimmer Associates 1
California
$490K – – –
JF
2219
Joule Financial
Kentucky
$490K +$51.7K +134 +12%
IWS
2220
Insight Wealth Strategies
California
$489K -$9.65K -25 -2%
MFG
2221
Monte Financial Group
Connecticut
$488K -$121K -313 -20%
OIM
2222
Opus Investment Management
Massachusetts
$488K – – –
CWAG
2223
Compton Wealth Advisory Group
Virginia
$488K – – –
PCH
2224
PGIM Custom Harvest
New Jersey
$487K +$489K +1,267 New
PS
2225
Portfolio Strategies
New York
$484K – – –
87 88
89
90 91