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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
LK
2926
Lumbard & Kellner
New Hampshire
$649K +$234K +364 +60%
USWIA
2927
UP Strategic Wealth Investment Advisors
Pennsylvania
$645K – – –
HC
2928
Hurley Capital
New York
$643K +$29.6K +46 +5%
TA
2929
TruWealth Advisors
Louisiana
$640K +$20K +31 +3%
CGH
2930
Crossmark Global Holdings
Texas
$639K +$19.3K +30 +3%
BWM
2931
BCO Wealth Management
New Mexico
$639K +$12.9K +20 +2%
RCP
2932
Rothschild Capital Partners
New York
$639K -$20.6K -32 -3%
FFA
2933
Frazier Financial Advisors
Ohio
$638K -$24.5K -38 -4%
PCMM
2934
Piedmont Capital Management (Montana)
Montana
$636K +$12.2K +19 +2%
PP
2935
Prosperity Planning
Missouri
$635K -$5.8K -9 -0.9%
EFN
2936
Equita Financial Network
Pennsylvania
$635K +$129K +201 +27%
ACIM
2937
Azimuth Capital Investment Management
Michigan
$634K – – –
CA
2938
Cambridge Advisors
Nebraska
$634K – – –
WWM
2939
Whalen Wealth Management
Nevada
$633K +$609K +945 New
PFS
2940
Prospect Financial Services
New York
$632K +$4.51K +7 +0.7%
CWM
2941
Compass Wealth Management
Connecticut
$632K -$48.3K -75 -7%
AWM
2942
Aries Wealth Management
Maine
$631K – – –
MAS
2943
Meeder Advisory Services
Ohio
$630K +$81.8K +127 +16%
LWM
2944
LJI Wealth Management
Indiana
$628K -$148K -230 -20%
SIG
2945
Spinnaker Investment Group
California
$627K +$603K +937 New
AAS
2946
AdviceOne Advisory Services
Connecticut
$625K – – –
MWM
2947
Mascagni Wealth Management
Mississippi
$624K -$3.22K -5 -0.5%
RFA
2948
Reyes Financial Architecture
California
$622K – – –
NA
2949
Nestegg Advisors
New York
$622K +$7.73K +12 +1%
SHWM
2950
Smith & Howard Wealth Management
Georgia
$622K -$9.66K -15 -2%
116 117
118
119 120