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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
2826
Schulhoff & Co
Ohio
$240K – – –
ONSWM
2827
Old North State Wealth Management
North Carolina
$239K +$223K +499 New
LB
2828
Legacy Bridge
Iowa
$239K – – –
RFM
2829
Royal Fund Management
Florida
$238K -$12.1K -27 -5%
PCMM
2830
Piedmont Capital Management (Montana)
Montana
$238K -$2.24K -5 -1%
MAM
2831
MWA Asset Management
Massachusetts
$237K -$209K -467 -48%
CGF
2832
Constant Guidance Financial
Massachusetts
$237K +$222K +497 New
ZCM
2833
Ziegler Capital Management
Illinois
$237K – – –
HFS
2834
Hoge Financial Services
Pennsylvania
$237K +$222K +496 New
HSG
2835
Helen Stephens Group
Texas
$236K +$221K +494 New
EB
2836
Exchange Bank
California
$235K -$448 -1 -0.2%
AIM
2837
Alhambra Investment Management
Florida
$234K -$7.61K -17 -3%
TAM
2838
Trillium Asset Management
Massachusetts
$234K +$219K +490 New
SGA
2839
Sustainable Growth Advisers
Connecticut
$234K +$219K +489 New
MG
2840
Marex Group
$233K +$218K +487 New
RCA
2841
Ranch Capital Advisors
Florida
$233K +$1.34K +3 +0.6%
OPOWM
2842
One Plus One Wealth Management
Florida
$232K – – –
WF
2843
WoodTrust Financial
Wisconsin
$232K +$217K +485 New
DBRC
2844
D.B. Root & Company
Pennsylvania
$231K -$1.34K -3 -0.6%
CWM
2845
CarsonAllaria Wealth Management
Illinois
$231K -$167K -373 -44%
GF
2846
Goodman Financial
Texas
$231K – – –
SFG
2847
SevenBridge Financial Group
Pennsylvania
$231K +$216K +483 New
FFIC
2848
First Fiduciary Investment Counsel
Ohio
$230K -$4.92K -11 -2%
KCM
2849
Kathmere Capital Management
Pennsylvania
$230K – – –
IGGA
2850
Iron Gate Global Advisors
Utah
$229K +$215K +480 New
112 113
114
115 116