Largest Portfolios by Value

Sar Wealth Management Group, LLC

• FV
• FBND
• VTI
• RSP
• SDY
• SCHD
• ITOT

Ames National Corp

• IVV
• BSV
• BND
• AGG
• MSFT
• IWR
• VXUS

Cedar Point Capital Partners, LLC

• JCPB
• FNDX
• MGK
• DFUS
• VFQY
• DFIV
• FLDR

Bush Investment Group, LLC

• VTI
• IWY
• SCHF
• SCHM
• SPLG
• SPSB
• BNDX

Catalys Pacific, LLC

• PHAT

Farrow Financial Inc.

• ITOT
• SUSA
• MOAT
• IVLU
• AAPL
• SGOV
• ICSH

Pantera Capital Partners LP

Broad Peak Investment Advisers Pte LTD

• ANSS
• U
• LNW

Lakewood Asset Management LLC

• BRK-B
• BIL
• FNDX
• MCK
• AZO
• VT
• WSM

Councilmark Asset Management, LLC

• AAPL
• MSFT
• BRK-B
• MCK
• HD
• VIG
• WMT

Melfa Wealth Management, LLC

• DFAC
• AAPL
• PMO
• EVN
• VTI
• DFSV
• DFAU

Panoramic Investment Advisors, LLC

• SPLG
• SCHV
• QUAL
• SCHD
• SCHG
• GOOG
• BRK-B

Parkwoods Wealth Partners, LLC

• DFAT
• DFUV
• DFUS
• DFIV
• DFAS
• DFAC
• DFAE

Hara Capital LLC

• PBF
• VGSH
• VGIT
• VAL
• XOM
• CRC
• CHK

Peak Retirement Planning, Inc.

• SGOV
• VOO
• QQQ
• XLF
• XLP
• XLC
• VNQ

A&I Financial Services, LLC

• IWM
• ITOT
• DBMF
• VEA
• AAPL
• CGGR
• CGUS

Gen Financial Management, Inc.

• VIG
• VIGI
• SCHX
• VGSH
• COWZ
• VTEB
• BND

Client First Investment Management LLC

• ADPV
• BIL
• SGOL
• JBBB
• LTL
• LLY
• MSFT