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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CHC
2526
City Holding Co
West Virginia
$268K – – –
AFS
2527
AFG Fiduciary Services
Massachusetts
$267K – – –
LCM
2528
LVM Capital Management
Michigan
$267K +$22.4K +50 +9%
TFA
2529
Toth Financial Advisory
Virginia
$266K – – –
SWM
2530
Silverlake Wealth Management
Vermont
$266K -$895 -2 -0.3%
RPG
2531
Resource Planning Group
Georgia
$265K +$895 +2 +0.3%
BC
2532
Brio Consultants
California
$265K -$36.7K -82 -12%
SJL
2533
Shayne & Jacobs LLC
Tennessee
$264K +$275K +615 New
CF
2534
Copperwynd Financial
Arizona
$263K +$30K +67 +12%
PMG
2535
Private Management Group
California
$262K -$15.7K -35 -5%
BIA
2536
Benchmark Investment Advisors
Illinois
$261K -$30.9K -69 -10%
AP
2537
Americana Partners
Texas
$261K -$153K -342 -36%
TWM
2538
TriaGen Wealth Management
California
$261K -$49.6K -111 -15%
TSWM
2539
Triangle Securities Wealth Management
North Carolina
$260K +$17.9K +40 +7%
RWG
2540
Ratio Wealth Group
Colorado
$260K -$2.24K -5 -0.8%
KA
2541
Kearns & Associates
California
$260K – – –
FLA
2542
Financial Life Advisors
Texas
$259K – – –
AG
2543
Advocate Group
Minnesota
$258K – – –
CBOR
2544
Community Bank of Raymore
Missouri
$258K – – –
MCG
2545
McCollum Christoferson Group
New York
$258K +$53.7K +120 +25%
WWG
2546
West Wealth Group
California
$257K -$895 -2 -0.3%
SFC
2547
SYM Financial Corp
Indiana
$257K +$246K +551 +1,148%
RSS
2548
Rosenblum Silverman Sutton
California
$257K – – –
EE
2549
EWG Elevate
California
$256K +$267K +597 New
TAM
2550
Taurus Asset Management
New York
$253K – – –
100 101
102
103 104