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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
OL
2826
one8zero8 LLC
North Carolina
$766K +$644 +1 +0.1%
FCIM
2827
Fairview Capital Investment Management
California
$766K +$206K +320 +39%
ST
2828
Somerset Trust
Pennsylvania
$764K -$4.51K -7 -0.6%
CTFG
2829
Capstone Triton Financial Group
Oklahoma
$763K +$644 +1 +0.1%
RCM
2830
Radnor Capital Management
Pennsylvania
$762K – – –
SFS
2831
Sharp Financial Services
Pennsylvania
$761K -$16.1K -25 -2%
WFA
2832
Wells Financial Advisors
Massachusetts
$759K -$231K -358 -24%
PS
2833
Pinney & Scofield
Massachusetts
$759K – – –
TWM
2834
Triton Wealth Management
Arizona
$755K -$4.51K -7 -0.6%
ACM
2835
Argent Capital Management
Missouri
$752K – – –
WCM
2836
Whitener Capital Management
North Carolina
$752K +$169K +263 +31%
VFG
2837
Victory Financial Group
Texas
$751K +$162K +252 +29%
MAM
2838
Milestone Asset Management
Pennsylvania
$749K +$65.7K +102 +10%
HCA
2839
Harpswell Capital Advisors
Maine
$749K +$721K +1,119 New
GC
2840
Glenorchy Capital
Australia
$748K – – –
DBRC
2841
D.B. Root & Company
Pennsylvania
$747K +$21.3K +33 +3%
GF
2842
GGM Financials
Ohio
$745K +$1.93K +3 +0.3%
SNBOSD
2843
Security National Bank of So Dak
Iowa
$744K +$117K +181 +19%
APWA
2844
Atlas Private Wealth Advisors
New Jersey
$744K -$751K -1,166 -51%
CWP
2845
Concord Wealth Partners
Virginia
$743K +$1.29K +2 +0.2%
FFWM
2846
Future Financial Wealth Management
Ohio
$741K – – –
MAFA
2847
MJT & Associates Financial Advisory
Minnesota
$740K +$661K +1,026 +1,267%
MSG
2848
Main Street Group
Virginia
$740K -$1.93K -3 -0.3%
TWD
2849
True Wealth Design
Ohio
$740K -$32.2K -50 -4%
NLP
2850
Next Level Private
New York
$736K +$644 +1 +0.1%
112 113
114
115 116