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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
RH
2976
RFG Holdings
Texas
$218K +$209K +397 New
DSAM
2977
Dock Street Asset Management
Florida
$217K -$5.78K -11 -3%
HHRDM
2978
H&H Retirement Design & Management
Nevada
$216K +$204K +388 New
LS
2979
Leelyn Smith
Illinois
$216K -$6.84K -13 -3%
VNIM
2980
Vaughan Nelson Investment Management
Texas
$216K – – –
KIA
2981
Knollwood Investment Advisory
Maryland
$216K – – –
CPA
2982
Clear Point Advisors
New York
$215K -$61.5K -117 -23%
FTIS
2983
First Trust Investment Solutions
Florida
$215K +$207K +394 New
EFMC
2984
Empire Financial Management Company
New York
$215K +$2.1K +4 +1%
AIM
2985
Anchor Investment Management
South Carolina
$215K -$9.99K -19 -5%
DJFS
2986
Dean Jacobson Financial Services
Texas
$215K – – –
SCM
2987
Stordahl Capital Management
Colorado
$215K – – –
HAS
2988
Horizon Advisory Services
New York
$214K – – –
M
2989
MYeCFO
California
$214K – – –
DWM
2990
Dopkins Wealth Management
New York
$214K – – –
OPOWM
2991
One Plus One Wealth Management
Florida
$213K -$50.5K -96 -20%
CFGSD
2992
Compass Financial Group (South Dakota)
South Dakota
$213K – – –
BFS
2993
Baskin Financial Services
Ontario, Canada
$213K +$205K +390 New
HI
2994
Harper Investing
California
$213K +$205K +389 New
CIG
2995
Cullen Investment Group
Louisiana
$212K -$26.3K -50 -11%
KHCM
2996
Kirtland Hills Capital Management
Ohio
$212K – – –
MWM
2997
Moulton Wealth Management
Washington
$211K +$198K +376 New
RMF
2998
Red Mountain Financial
Colorado
$211K +$203K +386 New
BZWA
2999
Blue Zone Wealth Advisors
California
$211K -$79.9K -152 -28%
DWS
3000
Discipline Wealth Solutions
South Carolina
$210K +$201K +383 New
118 119
120
121 122