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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
HHAA
2501
Henry H. Armstrong Associates
Pennsylvania
$240K – – –
AIS
2502
AM Investment Strategies
Tennessee
$240K +$241K +624 New
OFP
2503
OLIO Financial Planning
Virginia
$239K – – –
SPA
2504
Sentinel Pension Advisors
Massachusetts
$239K -$22K -57 -8%
TYCC
2505
Texas Yale Capital Corp
Florida
$238K – – –
MA
2506
Momentum Advisors
New York
$238K – – –
BRA
2507
Biechele Royce Advisors
Indiana
$237K +$386 +1 +0.2%
RWG
2508
Ratio Wealth Group
Colorado
$237K – – –
FWM
2509
FSA Wealth Management
Massachusetts
$235K -$10K -26 -4%
CPC
2510
Consolidated Planning Corp
Georgia
$234K – – –
CF
2511
Copperwynd Financial
Arizona
$234K -$6.95K -18 -3%
POIA
2512
Pin Oak Investment Advisors
Texas
$233K +$97.3K +252 +71%
LS
2513
Leelyn Smith
Illinois
$233K +$74.9K +194 +47%
KA
2514
Kearns & Associates
California
$232K – – –
PCM
2515
Pointe Capital Management
Michigan
$232K -$86.8K -225 -27%
TA
2516
TFG Advisers
Michigan
$231K -$1.54K -4 -0.7%
AG
2517
Advocate Group
Minnesota
$231K – – –
CBOR
2518
Community Bank of Raymore
Missouri
$231K – – –
RSS
2519
Rosenblum Silverman Sutton
California
$230K – – –
G
2520
GenTrust
Florida
$229K +$230K +596 New
TAM
2521
Taurus Asset Management
New York
$227K -$19.3K -50 -8%
NB
2522
NBT Bank
New York
$227K – – –
BWL
2523
Bogart Wealth LLC
Virginia
$226K -$91.1K -236 -29%
TSWM
2524
Triangle Securities Wealth Management
North Carolina
$225K +$226K +586 New
KWM
2525
KFG Wealth Management
Indiana
$224K +$225K +584 New
99 100
101
102 103