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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
2951
CJM Wealth Advisers
Virginia
$209K +$199K +398 New
CA
2952
Claris Advisors
Missouri
$209K +$199K +397 New
VNIM
2953
Vaughan Nelson Investment Management
Texas
$208K -$10K -20 -5%
KIA
2954
Knollwood Investment Advisory
Maryland
$207K +$197K +394 New
DJFS
2955
Dean Jacobson Financial Services
Texas
$206K +$196K +392 New
SCM
2956
Stordahl Capital Management
Colorado
$206K +$196K +392 New
SIG
2957
Sky Investment Group
Connecticut
$206K – – –
HAS
2958
Horizon Advisory Services
New York
$206K +$196K +391 New
M
2959
MYeCFO
California
$205K +$196K +391 New
DWM
2960
Dopkins Wealth Management
New York
$205K +$195K +390 New
CFGSD
2961
Compass Financial Group (South Dakota)
South Dakota
$205K +$195K +390 New
SC
2962
Schiavi & Co
Delaware
$205K +$195K +390 New
MAM
2963
MWA Asset Management
Massachusetts
$205K -$54K -108 -22%
EFMC
2964
Empire Financial Management Company
New York
$205K +$195K +389 New
GWM
2965
Grand Wealth Management
Michigan
$204K – – –
CJFS
2966
Coulter & Justus Financial Services
Tennessee
$204K +$194K +388 New
NCM
2967
Noesis Capital Mangement
Florida
$204K +$194K +388 New
MG
2968
Marex Group
$203K -$50.5K -101 -21%
JWCA
2969
J.W. Coons Advisors
Ohio
$203K +$193K +386 New
PPWM
2970
Paragon Private Wealth Management
Kentucky
$203K +$193K +386 New
LEFP
2971
Leading Edge Financial Planning
Tennessee
$201K -$42.5K -85 -18%
KHCM
2972
Kirtland Hills Capital Management
Ohio
$201K +$194K +387 New
RAM
2973
Revere Asset Management
Texas
$201K +$191K +382 New
PCMC
2974
Planning Capital Management Corporation
Pennsylvania
$201K -$20K -40 -9%
RPCA
2975
Running Point Capital Advisors
California
$200K +$29.5K +59 +18%
117 118
119
120 121