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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
2526
BluePath Capital Management
Georgia
$271K +$283K +632 New
LF
2527
LifeSteps Financial
California
$269K – – –
NPA
2528
Nichols & Pratt Advisers
Massachusetts
$269K – – –
CHC
2529
City Holding Co
West Virginia
$268K – – –
AFS
2530
AFG Fiduciary Services
Massachusetts
$267K – – –
LCM
2531
LVM Capital Management
Michigan
$267K +$22.4K +50 +9%
TFA
2532
Toth Financial Advisory
Virginia
$266K – – –
SWM
2533
Silverlake Wealth Management
Vermont
$266K -$895 -2 -0.3%
RPG
2534
Resource Planning Group
Georgia
$265K +$895 +2 +0.3%
BC
2535
Brio Consultants
California
$265K -$36.7K -82 -12%
SJL
2536
Shayne & Jacobs LLC
Tennessee
$264K +$275K +615 New
CF
2537
Copperwynd Financial
Arizona
$263K +$30K +67 +12%
PMG
2538
Private Management Group
California
$262K -$15.7K -35 -5%
BIA
2539
Benchmark Investment Advisors
Illinois
$261K -$30.9K -69 -10%
AP
2540
Americana Partners
Texas
$261K -$153K -342 -36%
TWM
2541
TriaGen Wealth Management
California
$261K -$49.6K -111 -15%
TSWM
2542
Triangle Securities Wealth Management
North Carolina
$260K +$17.9K +40 +7%
RWG
2543
Ratio Wealth Group
Colorado
$260K -$2.24K -5 -0.8%
KA
2544
Kearns & Associates
California
$260K – – –
FLA
2545
Financial Life Advisors
Texas
$259K – – –
AG
2546
Advocate Group
Minnesota
$258K – – –
CBOR
2547
Community Bank of Raymore
Missouri
$258K – – –
MCG
2548
McCollum Christoferson Group
New York
$258K +$53.7K +120 +25%
WWG
2549
West Wealth Group
California
$257K -$895 -2 -0.3%
SFC
2550
SYM Financial Corp
Indiana
$257K +$246K +551 +1,148%
100 101
102
103 104