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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
KFG
2476
Kingdom Financial Group
Arizona
$287K +$271K +644 New
EB
2477
Exchange Bank
California
$285K +$270K +640 New
PFM
2478
Patton Fund Management
Texas
$285K -$49.7M -117,997 -99%
SFG
2479
Synergy Financial Group
California
$283K +$7.59K +18 +3%
EF
2480
Empirical Finance
Pennsylvania
$282K -$4.21K -10 -2%
NC
2481
NewSquare Capital
Pennsylvania
$281K +$61.5K +146 +30%
UF
2482
Univest Financial
Pennsylvania
$281K +$265K +630 New
LF
2483
LifeSteps Financial
California
$279K – – –
NPA
2484
Nichols & Pratt Advisers
Massachusetts
$279K +$264K +626 New
AFS
2485
AFG Fiduciary Services
Massachusetts
$279K +$33.3K +79 +15%
CHC
2486
City Holding Co
West Virginia
$279K -$14.8K -35 -5%
PD
2487
Planning Directions
Pennsylvania
$278K +$421 +1 +0.2%
SWM
2488
Silverlake Wealth Management
Vermont
$277K +$4.21K +10 +2%
TFA
2489
Toth Financial Advisory
Virginia
$276K +$48K +114 +23%
EL
2490
EWA LLC
Pennsylvania
$276K +$421 +1 +0.2%
ECM
2491
Elgethun Capital Management
South Dakota
$275K -$842K -1,999 -76%
RPG
2492
Resource Planning Group
Georgia
$275K -$318K -754 -55%
RWG
2493
Ratio Wealth Group
Colorado
$272K +$257K +611 New
BC
2494
Bowman & Company
Wisconsin
$271K -$3.37K -8 -1%
KA
2495
Kearns & Associates
California
$270K – – –
DIP
2496
DT Investment Partners
Pennsylvania
$268K – – –
FLA
2497
Financial Life Advisors
Texas
$268K -$11K -26 -4%
WWG
2498
West Wealth Group
California
$268K +$4.21K +10 +2%
NL
2499
Navalign LLC
California
$268K -$5.48K -13 -2%
AG
2500
Advocate Group
Minnesota
$267K – – –
98 99
100
101 102