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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
2476
Tandem Capital Management
New Jersey
$659K – – –
CWP
2477
Concord Wealth Partners
Virginia
$658K -$83.1K -158 -12%
FAM
2478
Fenimore Asset Management
New York
$657K – – –
RIP
2479
RAM Investment Partners
Washington
$652K +$38.4K +73 +7%
GCP
2480
Gill Capital Partners
Colorado
$652K – – –
LMKC
2481
L.M. Kohn & Company
Ohio
$651K -$95.7K -182 -14%
ACA
2482
Atlas Capital Advisors
Wyoming
$645K -$37.3K -71 -6%
UWM
2483
USAdvisors Wealth Management
Minnesota
$643K +$61.5K +117 +11%
BP
2484
BCK Partners
New York
$643K -$33.7K -64 -5%
AWM
2485
Aries Wealth Management
Maine
$640K +$78.9K +150 +15%
ISL
2486
Ingalls & Snyder LLC
New York
$638K – – –
FFO
2487
Fiduciary Family Office
Florida
$635K -$145K -275 -19%
IC
2488
Inscription Capital
Texas
$635K +$526 +1 +0.1%
OIM
2489
Opus Investment Management
Massachusetts
$629K – – –
SFP
2490
Strategic Financial Planning
Texas
$629K – – –
ST
2491
Somerset Trust
Pennsylvania
$625K – – –
IWM
2492
Iams Wealth Management
Nebraska
$625K +$31K +59 +5%
TPWM
2493
Twelve Points Wealth Management
Massachusetts
$623K +$30K +57 +5%
MPIA
2494
Mountain Pacific Investment Advisers
Idaho
$621K – – –
CWP
2495
CFM Wealth Partners
Texas
$619K – – –
NPFS
2496
Novak & Powell Financial Services
Florida
$619K +$226K +429 +61%
B
2497
Bellecapital
Switzerland
$617K -$73.6K -140 -11%
ACM
2498
Argent Capital Management
Missouri
$615K – – –
CWM
2499
Collaborative Wealth Management
Florida
$614K +$81.5K +155 +16%
SIAG
2500
Safeguard Investment Advisory Group
California
$613K +$238K +453 +68%
98 99
100
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