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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
LIM
2826
Letson Investment Management
Georgia
$319K – – –
TAM
2827
Taurus Asset Management
New York
$319K – – –
CFGA
2828
Cambridge Financial Group (Arizona)
Arizona
$319K – – –
BSG
2829
Black Swift Group
Colorado
$316K -$57.8K -110 -16%
MC
2830
Matisse Capital
Oregon
$316K +$78.9K +150 +35%
SEM
2831
Suncoast Equity Management
Florida
$316K +$303K +577 New
CMAI
2832
Capital Management Associates Inc
Minnesota
$315K – – –
OFG
2833
Orcam Financial Group
California
$315K – – –
PAM
2834
Palisade Asset Management
Minnesota
$315K -$80.5K -153 -21%
BCM
2835
Buckhead Capital Management
Georgia
$314K +$34.7K +66 +13%
IWP
2836
Innova Wealth Partners
Pennsylvania
$314K +$301K +573 New
EGA
2837
Eagle Global Advisors
Texas
$313K +$89.4K +170 +42%
LCM
2838
LVM Capital Management
Michigan
$312K – – –
HWM
2839
HRC Wealth Management
Idaho
$312K +$526 +1 +0.2%
GC
2840
GFG Capital
Florida
$311K – – –
HBT
2841
Hills Bank & Trust
Iowa
$309K – – –
DBRC
2842
D.B. Root & Company
Pennsylvania
$309K – – –
EC
2843
Eaton-Cambridge
Arizona
$309K -$1.05K -2 -0.4%
FFA
2844
Frazier Financial Advisors
Ohio
$307K +$1.58K +3 +0.5%
MGIA
2845
Matthew Goff Investment Advisor
Texas
$306K +$58.4K +111 +25%
AHB
2846
Abner Herrman & Brock
New Jersey
$306K -$1.58K -3 -0.5%
WF
2847
WoodTrust Financial
Wisconsin
$306K +$294K +560 New
BAM
2848
Byrne Asset Management
New Jersey
$305K -$296K -563 Closed
RSVP
2849
Ramsay Stattman Vela & Price
Colorado
$303K +$291K +553 New
I
2850
IMPACTfolio
Colorado
$302K – – –
112 113
114
115 116