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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
OPCM
2501
Osborne Partners Capital Management
California
$288K +$3.58K +8 +1%
CPP
2502
Capasso Planning Partners
South Carolina
$288K +$1.34K +3 +0.4%
JLBC
2503
J.L. Bainbridge & Co
Florida
$287K -$89.5K -200 -23%
CAM
2504
Chesapeake Asset Management
New York
$287K +$244K +545 +443%
SFWC
2505
Strategic Family Wealth Counselors
New Jersey
$286K – – –
CP
2506
Castleview Partners
Texas
$286K -$2.24K -5 -0.7%
OPPS
2507
Obsidian Personal Planning Solutions
Maryland
$284K -$11.2K -25 -4%
PGF
2508
Plan Group Financial
Oklahoma
$284K +$2.24K +5 +0.8%
LWMG
2509
Levy Wealth Management Group
Pennsylvania
$284K – – –
PIM
2510
Penobscot Investment Management
Massachusetts
$283K – – –
BW
2511
Basepoint Wealth
Iowa
$282K -$109K -244 -27%
UF
2512
Univest Financial
Pennsylvania
$280K +$10.3K +23 +4%
AIS
2513
AM Investment Strategies
Tennessee
$279K – – –
SCM
2514
Stonehearth Capital Management
Massachusetts
$279K +$31.3K +70 +12%
PHS
2515
Pekin Hardy Strauss
Illinois
$277K -$22.4K -50 -7%
HAS
2516
HBW Advisory Services
California
$276K +$86.3K +193 +43%
KFG
2517
Kingdom Financial Group
Arizona
$274K -$2.68K -6 -0.9%
NC
2518
NBW Capital
Massachusetts
$274K -$27.3K -61 -9%
EF
2519
Empirical Finance
Pennsylvania
$274K +$2.24K +5 +0.8%
SFG
2520
Synergy Financial Group
California
$272K – – –
SW
2521
Solidarity Wealth
Utah
$272K +$72.5K +162 +35%
KWM
2522
KFG Wealth Management
Indiana
$272K +$24.2K +54 +9%
BCM
2523
BluePath Capital Management
Georgia
$271K +$283K +632 New
LF
2524
LifeSteps Financial
California
$269K – – –
NPA
2525
Nichols & Pratt Advisers
Massachusetts
$269K – – –
99 100
101
102 103