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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
BMD
2226
Better Money Decisions
New Mexico
$488K +$37.3K +93 +9%
FF
2227
Francis Financial
$487K – – –
UL
2228
Unionview LLC
Washington
$486K +$2K +5 +0.4%
MCM
2229
Morton Capital Management
California
$485K -$15.2K -38 -3%
DC
2230
Defender Capital
North Carolina
$485K – – –
B
2231
Bensler
Washington
$484K +$164K +409 +53%
WF
2232
WoodTrust Financial
Wisconsin
$483K -$32.5K -81 -6%
RFA
2233
Register Financial Advisors
Georgia
$477K -$4.01K -10 -0.9%
MPIA
2234
Mountain Pacific Investment Advisers
Idaho
$476K – – –
ST
2235
Somerset Trust
Pennsylvania
$474K – – –
PIM
2236
Provident Investment Management
Michigan
$473K -$10.4K -26 -2%
SFP
2237
Strategic Financial Planning
Texas
$472K – – –
HCMG
2238
Howard Capital Management Group
California
$471K – – –
SFS
2239
Security Financial Services
Indiana
$470K -$116K -290 -20%
OC
2240
Oarsman Capital
Wisconsin
$469K +$457K +1,140 New
CI
2241
Ceera Investments
Texas
$465K +$143K +356 +46%
LJAC
2242
L.J. Altfest & Co
New York
$464K -$401 -1 -0.1%
KOMWMG
2243
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$463K -$61.7K -154 -12%
OHIS
2244
Oak Harvest Investment Services
Texas
$462K -$51.7K -129 -10%
LK
2245
Lumbard & Kellner
New Hampshire
$462K -$4.41K -11 -1%
CPRC
2246
Consolidated Portfolio Review Corp
New York
$462K +$451K +1,124 New
BIA
2247
Barry Investment Advisors
Massachusetts
$460K +$449K +1,119 New
RWS
2248
Resolute Wealth Strategies
Mississippi
$459K +$447K +1,116 New
BWM
2249
BNC Wealth Management
Oregon
$458K – – –
HA
2250
Hofer & Associates
California
$457K – – –
88 89
90
91 92