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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
2351
Capstone Financial Advisors
Illinois
$421K +$73.4K +164 +20%
AFG
2352
Altiora Financial Group
Ohio
$420K -$224K -500 -34%
AWM
2353
Aberdeen Wealth Management
Illinois
$419K – – –
SIAG
2354
Safeguard Investment Advisory Group
California
$419K -$10.7K -24 -2%
CWP
2355
CFM Wealth Partners
Texas
$418K -$5.82K -13 -1%
FNT
2356
First Nebraska Trust
Nebraska
$418K +$6.71K +15 +2%
TWA
2357
Talisman Wealth Advisors
New Jersey
$415K +$16.6K +37 +4%
FWM
2358
Finer Wealth Management
Massachusetts
$415K -$51.9K -116 -11%
ECM
2359
Elgethun Capital Management
South Dakota
$414K +$156K +349 +57%
MAM
2360
MWA Asset Management
Massachusetts
$414K +$431K +964 New
FSA
2361
Financial Sense Advisors
California
$411K +$19.7K +44 +5%
WA
2362
Wealthstream Advisors
New York
$408K – – –
CA
2363
Cambridge Advisors
Nebraska
$405K – – –
CPRC
2364
Consolidated Portfolio Review Corp
New York
$404K -$18.3K -41 -4%
WOC
2365
West Oak Capital
California
$404K +$102K +228 +32%
WA
2366
Wambolt & Associates
Colorado
$401K -$60.4K -135 -13%
HCMG
2367
Howard Capital Management Group
California
$401K +$447 +1 +0.1%
AWM
2368
Accurate Wealth Management
Florida
$401K +$38.5K +86 +10%
BFS
2369
Beacon Financial Strategies
North Carolina
$397K – – –
RB
2370
Richmond Brothers
Michigan
$395K +$6.26K +14 +2%
OFP
2371
OLIO Financial Planning
Virginia
$394K +$1.34K +3 +0.3%
FSG
2372
Financial Strategies Group
Michigan
$393K +$31.8K +71 +9%
LWM
2373
Lodestone Wealth Management
Washington
$392K -$6.71K -15 -2%
RCG
2374
Rock Creek Group
District of Columbia
$392K – – –
NIM
2375
Nicollet Investment Management
Minnesota
$391K -$8.95K -20 -2%
93 94
95
96 97