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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
AMIM
2951
Aull & Monroe Investment Management
Alabama
$210K +$200K +400 New
PA
2952
Paragon Advisors
Texas
$210K +$200K +400 New
EM
2953
ELCO Management
New York
$210K +$200K +399 New
TDC
2954
Thompson Davis & Co
Virginia
$209K +$199K +398 New
CWA
2955
CJM Wealth Advisers
Virginia
$209K +$199K +398 New
CA
2956
Claris Advisors
Missouri
$209K +$199K +397 New
VNIM
2957
Vaughan Nelson Investment Management
Texas
$208K -$10K -20 -5%
KIA
2958
Knollwood Investment Advisory
Maryland
$207K +$197K +394 New
DJFS
2959
Dean Jacobson Financial Services
Texas
$206K +$196K +392 New
SCM
2960
Stordahl Capital Management
Colorado
$206K +$196K +392 New
SIG
2961
Sky Investment Group
Connecticut
$206K – – –
HAS
2962
Horizon Advisory Services
New York
$206K +$196K +391 New
M
2963
MYeCFO
California
$205K +$196K +391 New
DWM
2964
Dopkins Wealth Management
New York
$205K +$195K +390 New
CFGSD
2965
Compass Financial Group (South Dakota)
South Dakota
$205K +$195K +390 New
SC
2966
Schiavi & Co
Delaware
$205K +$195K +390 New
MAM
2967
MWA Asset Management
Massachusetts
$205K -$54K -108 -22%
EFMC
2968
Empire Financial Management Company
New York
$205K +$195K +389 New
GWM
2969
Grand Wealth Management
Michigan
$204K – – –
CJFS
2970
Coulter & Justus Financial Services
Tennessee
$204K +$194K +388 New
NCM
2971
Noesis Capital Mangement
Florida
$204K +$194K +388 New
MG
2972
Marex Group
$203K -$50.5K -101 -21%
JWCA
2973
J.W. Coons Advisors
Ohio
$203K +$193K +386 New
PPWM
2974
Paragon Private Wealth Management
Kentucky
$203K +$193K +386 New
LEFP
2975
Leading Edge Financial Planning
Tennessee
$201K -$42.5K -85 -18%
117 118
119
120 121