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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
MP
2651
Moment Partners
California
$863K +$868K +1,466 New
BEW
2652
Burton Enright Welch
California
$861K +$135K +228 +18%
LMKC
2653
L.M. Kohn & Company
Ohio
$859K -$45.6K -77 -5%
OS
2654
Objectivity Squared
South Carolina
$858K -$16.6K -28 -2%
BWP
2655
Balboa Wealth Partners
Arizona
$858K +$97.7K +165 +13%
SA
2656
Sincerus Advisory
New York
$858K +$862K +1,457 New
SDWIA
2657
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$854K +$86.4K +146 +11%
CANC
2658
Culbertson A N & Co
Virginia
$854K -$53.9K -91 -6%
SWM
2659
Seaside Wealth Management
California
$853K +$26K +44 +3%
DCA
2660
DSG Capital Advisors
Minnesota
$851K +$855K +1,445 New
SC
2661
Shearwater Capital
Colorado
$849K – – –
MAM
2662
McLean Asset Management
Virginia
$848K – – –
SF
2663
Safeguard Financial
Wisconsin
$848K -$426K -720 -33%
LAS
2664
Lloyd Advisory Services
Georgia
$846K -$84.1K -142 -9%
BWM
2665
BNC Wealth Management
Oregon
$846K – – –
GC
2666
GatePass Capital
Ohio
$845K +$850K +1,436 New
SWM
2667
Shakespeare Wealth Management
Wisconsin
$844K -$57.4K -97 -6%
IFO
2668
Independent Family Office
New York
$844K – – –
SKK
2669
Shepherd Kaplan Krochuk
Massachusetts
$843K -$88.8K -150 -9%
AW
2670
Avion Wealth
Texas
$842K -$4.74K -8 -0.6%
CAM
2671
Close Asset Management
United Kingdom
$842K – – –
HFM
2672
Hartford Funds Management
Pennsylvania
$839K +$626K +1,058 +288%
SRCM
2673
Signature Resources Capital Management
California
$839K – – –
RFA
2674
Reyes Financial Architecture
California
$838K +$842K +1,423 New
CIM
2675
Cambria Investment Management
California
$836K +$841K +1,420 New
105 106
107
108 109