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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
MCG
2801
McCollum Christoferson Group
New York
$331K +$26.3K +50 +9%
KA
2802
Kearns & Associates
California
$331K – – –
BWL
2803
Beacon Wealthcare LLC
North Carolina
$330K – – –
FLA
2804
Financial Life Advisors
Texas
$329K – – –
TCMP
2805
Thrive Capital Management (Pennsylvania)
Pennsylvania
$329K +$316K +600 New
CBA
2806
Coastal Bridge Advisors
Connecticut
$329K -$9.99K -19 -3%
CBOR
2807
Community Bank of Raymore
Missouri
$328K – – –
DC
2808
Defender Capital
North Carolina
$328K – – –
CHC
2809
City Holding Co
West Virginia
$328K +$1.05K +2 +0.3%
SBIA
2810
Sheaff Brock Investment Advisors
Indiana
$328K +$69.4K +132 +28%
GA
2811
GoalVest Advisory
New York
$327K -$3.68K -7 -1%
RSS
2812
Rosenblum Silverman Sutton
California
$327K – – –
FIM
2813
FWL Investment Management
Texas
$327K +$314K +598 New
IA
2814
IMZ Advisory
Florida
$326K +$15.2K +29 +5%
FA
2815
FSA Advisors
Michigan
$324K -$8.94K -17 -3%
AWM
2816
Aspire Wealth Management
Massachusetts
$323K +$56.3K +107 +22%
SAM
2817
SignalPoint Asset Management
Missouri
$322K +$28.4K +54 +10%
DSC
2818
Duncker Streett & Co
Missouri
$322K +$31.6K +60 +11%
EE
2819
EWG Elevate
California
$321K – – –
CJ
2820
Caitlin John
Michigan
$321K -$2.1K -4 -0.7%
PEA
2821
Park Edge Advisors
Ohio
$320K -$39.4K -75 -11%
WN
2822
Williams & Novak
California
$320K -$3.15K -6 -1%
UF
2823
Univest Financial
Pennsylvania
$319K -$34.2K -65 -10%
LIM
2824
Letson Investment Management
Georgia
$319K – – –
TAM
2825
Taurus Asset Management
New York
$319K – – –
111 112
113
114 115