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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
FMTCOCP
2751
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$334K – – –
WIM
2752
Westside Investment Management
California
$333K +$31K +62 +11%
SFG
2753
Synergy Financial Group
California
$333K – – –
BCM
2754
BluePath Capital Management
Georgia
$333K -$8.01K -16 -2%
LFA
2755
Lauterbach Financial Advisors
Texas
$333K – – –
TWM
2756
TriaGen Wealth Management
California
$332K +$1.5K +3 +0.5%
CSPAM
2757
Cary Street Partners Asset Management
Virginia
$331K -$28K -56 -8%
FA
2758
FSA Advisors
Michigan
$330K -$18.5K -37 -6%
CHAM
2759
Clear Harbor Asset Management
Connecticut
$330K +$314K +628 New
LF
2760
LifeSteps Financial
California
$330K – – –
RCM
2761
RB Capital Management
Nevada
$329K +$313K +626 New
CBA
2762
Coastal Bridge Advisors
Connecticut
$326K +$500 +1 +0.2%
AFS
2763
AFG Fiduciary Services
Massachusetts
$322K – – –
OPPS
2764
Obsidian Personal Planning Solutions
Maryland
$322K -$12K -24 -4%
LAM
2765
Lewis Asset Management
California
$321K +$306K +611 New
MA
2766
Mezzasalma Advisors
New Jersey
$320K -$152K -303 -33%
TSWM
2767
Triangle Securities Wealth Management
North Carolina
$319K – – –
BSG
2768
Black Swift Group
Colorado
$319K +$1.5K +3 +0.4%
GA
2769
GoalVest Advisory
New York
$318K -$31.5K -63 -9%
WFG
2770
Wills Financial Group
Virginia
$318K – – –
PIWA
2771
Prevail Innovative Wealth Advisors
Kansas
$318K +$303K +605 New
KA
2772
Kearns & Associates
California
$318K – – –
GCP
2773
GSA Capital Partners
United Kingdom
$318K +$302K +604 New
LWMG
2774
Levy Wealth Management Group
Pennsylvania
$318K – – –
BWL
2775
Beacon Wealthcare LLC
North Carolina
$317K +$24K +48 +9%
109 110
111
112 113