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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
2301
Sandbox Financial Partners
Maryland
– -$273K -635 Closed
III
2302
Independent Investors Inc
New York
– -$258K -600 Closed
SFS
2303
Strategic Financial Services
New York
– -$249K -580 Closed
SFPM
2304
Sensible Financial Planning & Management
Massachusetts
– -$249K -579 Closed
AWM
2305
Accurate Wealth Management
Florida
– -$234K -544 Closed
SFMG
2306
Sage Financial Management Group
Virginia
– -$232K -540 Closed
WG
2307
Watchman Group
Texas
– -$202K -471 Closed
TAM
2308
Trillium Asset Management
Massachusetts
– -$209K -425 Closed
BI
2309
Blooom Inc
Kansas
– -$217K -325 Closed
BBL
2310
Beck Bode LLC
Massachusetts
– -$51K -118 Closed
PSIWM
2311
Paradigm Strategies in Wealth Management
Minnesota
– -$50K -117 Closed
RA
2312
Resolute Advisors
California
– -$42K -98 Closed
PA
2313
Perennial Advisors
New York
– -$33K -76 Closed
PIA
2314
Powell Investment Advisors
Florida
– -$30K -69 Closed
PWA
2315
Phoenix Wealth Advisors
North Carolina
– -$22K -51 Closed
SL
2316
Savior LLC
Massachusetts
– -$21K -50 Closed
DOA
2317
D'Orazio & Associates
Virginia
– -$17K -39 Closed
OIA
2318
Optimum Investment Advisors
Illinois
– -$8K -19 Closed
PC
2319
Permanens Capital
New York
– -$7K -17 Closed
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93