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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
KAM
2701
Kraft Asset Management
Tennessee
$484K – – –
KWM
2702
Kolinsky Wealth Management
New Jersey
$484K -$492K -885 -51%
PMG
2703
Private Management Group
California
$483K -$67.8K -122 -13%
AIM
2704
Avity Investment Management
Connecticut
$482K +$8.9K +16 +2%
TFA
2705
Tobias Financial Advisors
Florida
$481K – – –
HCMG
2706
Howard Capital Management Group
California
$481K – – –
PD
2707
Planning Directions
Pennsylvania
$479K -$25.6K -46 -5%
CCM
2708
Carlson Capital Management
Minnesota
$479K +$461K +830 New
WIP
2709
WealthCare Investment Partners
Rhode Island
$479K +$167K +300 +56%
BFA
2710
Buttonwood Financial Advisors
Maryland
$478K +$6.67K +12 +1%
AC
2711
Annandale Capital
Texas
$478K -$381K -685 -45%
CHAM
2712
Clear Harbor Asset Management
Connecticut
$476K +$42.8K +77 +10%
RTC
2713
Riverview Trust Company
Washington
$476K -$2.78K -5 -0.6%
ZCI
2714
Zevenbergen Capital Investments
Washington
$475K +$458K +824 New
FWM
2715
Finer Wealth Management
Massachusetts
$475K – – –
RW
2716
RVW Wealth
California
$474K -$11.1K -20 -2%
TFG
2717
Taylor Financial Group
Virginia
$473K -$8.34K -15 -2%
RWB
2718
RMR Wealth Builders
New Jersey
$473K +$39.5K +71 +9%
NCM
2719
Noesis Capital Mangement
Florida
$472K +$91.2K +164 +25%
AMBIA
2720
Allen Mooney & Barnes Investment Advisors
Georgia
$470K -$383K -688 -46%
CPG
2721
Cornerstone Planning Group
New Jersey
$469K -$346K -622 -44%
MIC
2722
Meridian Investment Counsel
California
$467K – – –
LA
2723
LVW Advisors
New York
$467K – – –
RB
2724
Richmond Brothers
Michigan
$467K -$51.7K -93 -10%
LFA
2725
LifeGuide Financial Advisors
Pennsylvania
$465K +$449K +807 New
107 108
109
110 111