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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CF
2201
Convergence Financial
Missouri
$507K -$76.6K -191 -13%
SBF
2202
Sara-Bay Financial
Florida
$507K +$10.4K +26 +2%
SM
2203
Sensible Money
Arizona
$504K +$65.3K +163 +15%
PFG
2204
Pinnacle Financial Group
Illinois
$502K -$40.9K -102 -8%
HFS
2205
Haverford Financial Services
Pennsylvania
$502K – – –
MAS
2206
Madden Advisory Services
Florida
$501K – – –
VFPI
2207
Vantage Financial Partners (Illinois)
Illinois
$497K -$68.6K -171 -12%
IA
2208
Inspire Advisors
Idaho
$497K -$49.7K -124 -9%
HCM
2209
HMS Capital Management
Tennessee
$497K -$174K -433 -26%
AO
2210
Advisor OS
Illinois
$495K +$36.9K +92 +8%
PIFP
2211
Partners in Financial Planning
Virginia
$495K – – –
LIG
2212
Lokken Investment Group
Delaware
$495K +$49.7K +124 +11%
MLL
2213
Moody Lynn & Lieberson
Massachusetts
$495K – – –
CWM
2214
Chemistry Wealth Management
New York
$494K +$7.62K +19 +2%
AIC
2215
Archer Investment Corporation
Indiana
$494K +$4.01K +10 +0.8%
FAM
2216
Fenimore Asset Management
New York
$493K – – –
YCM
2217
Yousif Capital Management
Michigan
$493K – – –
FM
2218
Foster & Motley
Ohio
$493K -$54.9K -137 -10%
FFP
2219
FourThought Financial Partners
Florida
$492K +$401 +1 +0.1%
SDWIA
2220
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$491K -$4.01K -10 -0.8%
KP
2221
Keel Point
Alabama
$488K -$511K -1,275 -52%
ISL
2222
Ingalls & Snyder LLC
New York
$488K – – –
SOAG
2223
Silver Oak Advisory Group
Oregon
$488K – – –
BMD
2224
Better Money Decisions
New Mexico
$488K +$37.3K +93 +9%
FF
2225
Francis Financial
$487K – – –
87 88
89
90 91