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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CBOR
2501
Community Bank of Raymore
Missouri
$267K – – –
RSS
2502
Rosenblum Silverman Sutton
California
$267K – – –
EG
2503
Ellerson Group
Maryland
$266K -$13.9M -33,056 -98%
AOWM
2504
Alpha Omega Wealth Management
Virginia
$263K +$249K +591 New
TAM
2505
Taurus Asset Management
New York
$263K – – –
IWA
2506
IVC Wealth Advisors
Pennsylvania
$259K +$245K +582 New
ICM
2507
Intrepid Capital Management
Florida
$259K -$16.4K -39 -6%
SCM
2508
Stonehearth Capital Management
Massachusetts
$258K +$30.8K +73 +14%
KWM
2509
KFG Wealth Management
Indiana
$258K +$421 +1 +0.2%
OFG
2510
Orcam Financial Group
California
$256K – – –
NB
2511
NBT Bank
New York
$255K -$7.16K -17 -3%
FA
2512
Financial Alternatives
California
$255K – – –
SGWM
2513
Sterling Group Wealth Management
California
$255K – – –
WIM
2514
Westside Investment Management
California
$255K – – –
LCM
2515
LVM Capital Management
Michigan
$255K – – –
CWM
2516
Compass Wealth Management
Connecticut
$254K – – –
TBC
2517
Ted Buchan & Co
California
$253K – – –
TSWM
2518
Triangle Securities Wealth Management
North Carolina
$252K – – –
EM
2519
ELCO Management
New York
$252K +$239K +566 New
CWM
2520
Chesapeake Wealth Management
Virginia
$251K +$237K +563 New
DJFS
2521
Dean Jacobson Financial Services
Texas
$250K +$237K +562 New
OWM
2522
Opes Wealth Management
California
$250K +$237K +562 New
LG
2523
LaFleur & Godfrey
Michigan
$250K – – –
TA
2524
TFG Advisers
Michigan
$249K -$18.1K -43 -7%
BWL
2525
Beacon Wealthcare LLC
North Carolina
$247K – – –
99 100
101
102 103