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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
NPFS
2876
Novak & Powell Financial Services
Florida
$210K +$198K +443 New
HIMC
2877
Heritage Investors Management Corp
Maryland
$210K -$31.3K -70 -14%
HWMC
2878
Heritage Wealth Management (California)
California
$210K +$196K +439 New
ACC
2879
Acorn Creek Capital
Colorado
$208K +$195K +436 New
PSP
2880
Pacific Sage Partners
Washington
$207K -$42.5K -95 -18%
LG
2881
LaFleur & Godfrey
Michigan
$205K -$58.6K -131 -23%
AIA
2882
Alera Investment Advisors
Illinois
$204K -$19.7K -44 -9%
WLG
2883
Williamson Legacy Group
Indiana
$204K +$192K +428 New
MC
2884
Matisse Capital
Oregon
$204K +$191K +427 New
KWM
2885
KFG Wealth Management
Indiana
$203K -$92.7K -207 -33%
OWM
2886
OneAscent Wealth Management
Alabama
$203K +$191K +426 New
RPG
2887
Resource Planning Group
Georgia
$203K -$86.8K -194 -31%
FIC
2888
Family Investment Center
Missouri
$203K +$190K +424 New
AMM
2889
American Money Management
California
$202K +$189K +423 New
RA
2890
Rise Advisors
New York
$202K -$37.1K -83 -16%
PCMC
2891
Planning Capital Management Corporation
Pennsylvania
$202K +$189K +422 New
CPCP
2892
Cedar Point Capital Partners
Iowa
$201K +$188K +421 New
APS
2893
American Planning Services
Florida
$201K +$188K +421 New
SIM
2894
Strategic Investment Management
Virginia
$201K – – –
MWM
2895
Moulton Wealth Management
Washington
$201K +$188K +421 New
AWM
2896
AllSquare Wealth Management
New York
$199K -$134K -300 -42%
VNIM
2897
Vaughan Nelson Investment Management
Texas
$198K – – –
AIM
2898
Anchor Investment Management
South Carolina
$196K -$6.71K -15 -4%
DCM
2899
Davidson Capital Management
Texas
$190K +$178K +398 New
GWM
2900
Grand Wealth Management
Michigan
$185K – – –
114 115
116
117 118