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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
2651
BluePath Capital Management
Georgia
$461K +$110K +209 +33%
RW
2652
RVW Wealth
California
$460K +$17.4K +33 +4%
KAM
2653
Kraft Asset Management
Tennessee
$459K -$17.4K -33 -4%
DCM
2654
Davis Capital Management
Florida
$458K -$1.58K -3 -0.4%
TFG
2655
Taylor Financial Group
Virginia
$457K -$12.1K -23 -3%
TFA
2656
Tobias Financial Advisors
Florida
$456K – – –
HCMG
2657
Howard Capital Management Group
California
$456K -$526 -1 -0.1%
AFG
2658
Albion Financial Group
Utah
$455K +$244K +464 +126%
TFG
2659
Team Financial Group
California
$455K +$3.15K +6 +0.7%
RTC
2660
Riverview Trust Company
Washington
$454K – – –
GCP
2661
GSA Capital Partners
United Kingdom
$453K +$118K +224 +37%
CP
2662
Castleview Partners
Texas
$452K +$92.5K +176 +27%
EFA
2663
Edge Financial Advisors
Illinois
$451K +$434K +825 New
FWM
2664
Finer Wealth Management
Massachusetts
$450K -$15.8K -30 -4%
AIM
2665
Avity Investment Management
Connecticut
$449K – – –
BFA
2666
Buttonwood Financial Advisors
Maryland
$447K +$34.7K +66 +9%
FVWA
2667
Foster Victor Wealth Advisors
South Carolina
$446K +$161K +307 +64%
RFN
2668
Redwood Financial Network
Ohio
$445K -$9.99K -19 -2%
LK
2669
Lumbard & Kellner
New Hampshire
$444K -$15.8K -30 -4%
MIC
2670
Meridian Investment Counsel
California
$443K – – –
LA
2671
LVW Advisors
New York
$443K -$526 -1 -0.1%
DPW
2672
DiNuzzo Private Wealth
Pennsylvania
$442K – – –
AHC
2673
Adell Harriman & Carpenter
Texas
$441K -$95.7K -182 -18%
MKA
2674
M. Kulyk & Associates
Georgia
$441K +$424K +806 New
SIC
2675
Samalin Investment Counsel
New York
$440K +$68.9K +131 +19%
105 106
107
108 109