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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
LS
2976
Leelyn Smith
Illinois
$216K -$6.84K -13 -3%
VNIM
2977
Vaughan Nelson Investment Management
Texas
$216K – – –
KIA
2978
Knollwood Investment Advisory
Maryland
$216K – – –
CPA
2979
Clear Point Advisors
New York
$215K -$61.5K -117 -23%
FTIS
2980
First Trust Investment Solutions
Florida
$215K +$207K +394 New
EFMC
2981
Empire Financial Management Company
New York
$215K +$2.1K +4 +1%
AIM
2982
Anchor Investment Management
South Carolina
$215K -$9.99K -19 -5%
DJFS
2983
Dean Jacobson Financial Services
Texas
$215K – – –
SCM
2984
Stordahl Capital Management
Colorado
$215K – – –
HAS
2985
Horizon Advisory Services
New York
$214K – – –
M
2986
MYeCFO
California
$214K – – –
DWM
2987
Dopkins Wealth Management
New York
$214K – – –
OPOWM
2988
One Plus One Wealth Management
Florida
$213K -$50.5K -96 -20%
CFGSD
2989
Compass Financial Group (South Dakota)
South Dakota
$213K – – –
BFS
2990
Baskin Financial Services
Ontario, Canada
$213K +$205K +390 New
HI
2991
Harper Investing
California
$213K +$205K +389 New
CIG
2992
Cullen Investment Group
Louisiana
$212K -$26.3K -50 -11%
KHCM
2993
Kirtland Hills Capital Management
Ohio
$212K – – –
MWM
2994
Moulton Wealth Management
Washington
$211K +$198K +376 New
RMF
2995
Red Mountain Financial
Colorado
$211K +$203K +386 New
BZWA
2996
Blue Zone Wealth Advisors
California
$211K -$79.9K -152 -28%
DWS
2997
Discipline Wealth Solutions
South Carolina
$210K +$201K +383 New
LEFP
2998
Leading Edge Financial Planning
Tennessee
$209K – – –
PCMC
2999
Planning Capital Management Corporation
Pennsylvania
$209K – – –
AAS
3000
Asset Allocation Strategies
Michigan
$209K +$200K +381 New
118 119
120
121 122