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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
HAIM
2501
Hunter Associates Investment Management
Pennsylvania
$482K – – –
KV
2502
Kickstand Ventures
New York
$480K +$82.4K +184 +22%
BCMO
2503
Buckingham Capital Management (Ohio)
Ohio
$479K -$60.9K -136 -12%
RCM
2504
Radnor Capital Management
Pennsylvania
$479K +$238K +532 +113%
EB
2505
Eastern Bank
Massachusetts
$478K -$9.85K -22 -2%
KFS
2506
Kaizen Financial Strategies
California
$476K -$27.3K -61 -6%
FNBSF
2507
First National Bank Sioux Falls
South Dakota
$475K – – –
MI
2508
Motiv8 Investments
Florida
$474K +$444K +993 New
GG
2509
Gleason Group
Kentucky
$474K +$3.13K +7 +0.7%
CRWM
2510
Castle Rock Wealth Management
California
$473K – – –
GWA
2511
Geometric Wealth Advisors
District of Columbia
$472K – – –
WA
2512
Wambolt & Associates
Colorado
$472K +$24.6K +55 +6%
WOC
2513
West Oak Capital
California
$472K +$20.1K +45 +5%
AWM
2514
Austin Wealth Management
Texas
$471K -$3.58K -8 -0.8%
AWAG
2515
ARS Wealth Advisors Group
Florida
$470K -$365K -815 -45%
PFG
2516
Pinnacle Financial Group
Illinois
$470K – – –
FTDI
2517
First Trust Direct Indexing
Massachusetts
$469K +$440K +983 New
T
2518
Tidemark
California
$467K +$438K +978 New
AWM
2519
Aberdeen Wealth Management
Illinois
$466K – – –
WIM
2520
Warwick Investment Management
Texas
$465K -$151K -338 -26%
CWP
2521
CFM Wealth Partners
Texas
$465K – – –
SCM
2522
Sollinda Capital Management
Florida
$465K +$436K +974 New
FNT
2523
First Nebraska Trust
Nebraska
$465K – – –
KF
2524
KKM Financial
Illinois
$464K +$435K +972 New
CWM
2525
Collaborative Wealth Management
Florida
$463K -$745K -1,665 -63%
99 100
101
102 103