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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
KCM
2776
KM Capital Management
Texas
$643K +$676K +1,145 New
AWM
2777
Activest Wealth Management
Florida
$643K +$10K +17 +2%
RGF
2778
Retirement Guys Formula
Ohio
$642K +$703K +1,191 New
MCA
2779
Midwest Capital Advisors
Michigan
$642K +$384K +651 +132%
OL
2780
one8zero8 LLC
North Carolina
$642K +$18.3K +31 +3%
NCFG
2781
New Century Financial Group
New Jersey
$641K -$4.86M -8,226 -88%
CIG
2782
Cullen Investment Group
Louisiana
$640K +$224K +380 +50%
RCM
2783
Radnor Capital Management
Pennsylvania
$640K +$29.5K +50 +5%
MADFP
2784
Michael A Dubis Financial Planning
Wisconsin
$639K – – –
MWM
2785
Manske Wealth Management
Texas
$638K +$247K +419 +59%
PS
2786
Pinney & Scofield
Massachusetts
$637K – – –
MP
2787
McDonald Partners
Ohio
$637K +$68.5K +116 +11%
MF
2788
Manuka Financial
Virginia
$636K – – –
ZIG
2789
Zuckerman Investment Group
Illinois
$634K +$2.95K +5 +0.4%
ACM
2790
Argent Capital Management
Missouri
$632K -$1.3M -2,198 -66%
HBT
2791
Hills Bank & Trust
Iowa
$630K +$36K +61 +6%
EFG
2792
Elm3 Financial Group
Georgia
$629K -$159K -270 -19%
GC
2793
Glenorchy Capital
Australia
$628K – – –
MWM
2794
Marion Wealth Management
Pennsylvania
$628K -$15.4K -26 -2%
WTFG
2795
Wells Trecaso Financial Group
Ohio
$625K +$211K +358 +47%
SPL
2796
Smart Portfolios LLC
Washington
$623K -$15.4K -26 -2%
GF
2797
GGM Financials
Ohio
$623K -$30.1K -51 -4%
VWA
2798
Valued Wealth Advisors
Utah
$622K +$68.5K +116 +12%
IWP
2799
Innova Wealth Partners
Pennsylvania
$621K -$35.4K -60 -5%
TWD
2800
True Wealth Design
Ohio
$621K – – –
110 111
112
113 114