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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
AIS
2476
AM Investment Strategies
Tennessee
$290K +$11K +26 +4%
CG
2477
CFO4Life Group
Texas
$289K +$30.3K +72 +13%
PMG
2478
Private Management Group
California
$288K -$42.1K -100 -13%
KFG
2479
Kingdom Financial Group
Arizona
$287K +$271K +644 New
EB
2480
Exchange Bank
California
$285K +$270K +640 New
PFM
2481
Patton Fund Management
Texas
$285K -$49.7M -117,997 -99%
SFG
2482
Synergy Financial Group
California
$283K +$7.59K +18 +3%
EF
2483
Empirical Finance
Pennsylvania
$282K -$4.21K -10 -2%
NC
2484
NewSquare Capital
Pennsylvania
$281K +$61.5K +146 +30%
UF
2485
Univest Financial
Pennsylvania
$281K +$265K +630 New
LF
2486
LifeSteps Financial
California
$279K – – –
NPA
2487
Nichols & Pratt Advisers
Massachusetts
$279K +$264K +626 New
AFS
2488
AFG Fiduciary Services
Massachusetts
$279K +$33.3K +79 +15%
CHC
2489
City Holding Co
West Virginia
$279K -$14.8K -35 -5%
PD
2490
Planning Directions
Pennsylvania
$278K +$421 +1 +0.2%
SWM
2491
Silverlake Wealth Management
Vermont
$277K +$4.21K +10 +2%
TFA
2492
Toth Financial Advisory
Virginia
$276K +$48K +114 +23%
EL
2493
EWA LLC
Pennsylvania
$276K +$421 +1 +0.2%
ECM
2494
Elgethun Capital Management
South Dakota
$275K -$842K -1,999 -76%
RPG
2495
Resource Planning Group
Georgia
$275K -$318K -754 -55%
RWG
2496
Ratio Wealth Group
Colorado
$272K +$257K +611 New
BC
2497
Bowman & Company
Wisconsin
$271K -$3.37K -8 -1%
KA
2498
Kearns & Associates
California
$270K – – –
DIP
2499
DT Investment Partners
Pennsylvania
$268K – – –
FLA
2500
Financial Life Advisors
Texas
$268K -$11K -26 -4%
98 99
100
101 102