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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
KOMWMG
2751
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$340K -$44K -88 -12%
PHS
2752
Pekin Hardy Strauss
Illinois
$339K – – –
EL
2753
EWA LLC
Pennsylvania
$339K -$15K -30 -4%
FMTCOCP
2754
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$334K – – –
WIM
2755
Westside Investment Management
California
$333K +$31K +62 +11%
SFG
2756
Synergy Financial Group
California
$333K – – –
BCM
2757
BluePath Capital Management
Georgia
$333K -$8.01K -16 -2%
LFA
2758
Lauterbach Financial Advisors
Texas
$333K – – –
TWM
2759
TriaGen Wealth Management
California
$332K +$1.5K +3 +0.5%
CSPAM
2760
Cary Street Partners Asset Management
Virginia
$331K -$28K -56 -8%
FA
2761
FSA Advisors
Michigan
$330K -$18.5K -37 -6%
CHAM
2762
Clear Harbor Asset Management
Connecticut
$330K +$314K +628 New
LF
2763
LifeSteps Financial
California
$330K – – –
RCM
2764
RB Capital Management
Nevada
$329K +$313K +626 New
CBA
2765
Coastal Bridge Advisors
Connecticut
$326K +$500 +1 +0.2%
AFS
2766
AFG Fiduciary Services
Massachusetts
$322K – – –
OPPS
2767
Obsidian Personal Planning Solutions
Maryland
$322K -$12K -24 -4%
LAM
2768
Lewis Asset Management
California
$321K +$306K +611 New
MA
2769
Mezzasalma Advisors
New Jersey
$320K -$152K -303 -33%
TSWM
2770
Triangle Securities Wealth Management
North Carolina
$319K – – –
BSG
2771
Black Swift Group
Colorado
$319K +$1.5K +3 +0.4%
GA
2772
GoalVest Advisory
New York
$318K -$31.5K -63 -9%
WFG
2773
Wills Financial Group
Virginia
$318K – – –
PIWA
2774
Prevail Innovative Wealth Advisors
Kansas
$318K +$303K +605 New
KA
2775
Kearns & Associates
California
$318K – – –
109 110
111
112 113