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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
MIAS
2801
Mason Investment Advisory Services
Virginia
$675K -$40.3K -68 -6%
WIM
2802
Waverton Investment Management
United Kingdom
$674K -$326K -550 -32%
AV
2803
Aspiring Ventures
Ohio
$674K +$665K +1,123 New
MWM
2804
Marion Wealth Management
Pennsylvania
$673K -$39.7K -67 -6%
KF
2805
KKM Financial
Illinois
$669K – – –
SPL
2806
Smart Portfolios LLC
Washington
$669K -$539K -911 -45%
MADFP
2807
Michael A Dubis Financial Planning
Wisconsin
$669K +$673K +1,137 New
PS
2808
Pinney & Scofield
Massachusetts
$668K +$671K +1,134 New
MF
2809
Manuka Financial
Virginia
$666K +$670K +1,132 New
LKBC
2810
L.K. Benson & Company
Maryland
$665K +$668K +1,129 New
AWM
2811
Activest Wealth Management
Florida
$664K +$7.1K +12 +1%
FCM
2812
Fourpath Capital Management
Oklahoma
$662K -$22.5K -38 -3%
ST
2813
Somerset Trust
Pennsylvania
$661K – – –
TA
2814
TPG Advisors
Illinois
$660K +$14.2K +24 +2%
RFN
2815
RDA Financial Network
Iowa
$660K +$2.96K +5 +0.4%
SLT
2816
St Louis Trust
Missouri
$659K – – –
GC
2817
Glenorchy Capital
Australia
$658K – – –
CWP
2818
Concord Wealth Partners
Virginia
$656K -$54.5K -92 -8%
SIAG
2819
Safeguard Investment Advisory Group
California
$655K -$13.6K -23 -2%
HAIM
2820
Hunter Associates Investment Management
Pennsylvania
$655K +$86.4K +146 +15%
OL
2821
one8zero8 LLC
North Carolina
$654K +$658K +1,111 New
JSC
2822
Jackson Square Capital
California
$654K +$92.3K +156 +16%
RWS
2823
Resolute Wealth Strategies
Mississippi
$653K +$48.5K +82 +8%
AA
2824
Atmos Advisory
Pennsylvania
$653K +$656K +1,109 New
TWD
2825
True Wealth Design
Ohio
$650K – – –
111 112
113
114 115