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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
BSG
3001
Black Swift Group
Colorado
$480K +$141K +238 +41%
AMBIA
3002
Allen Mooney & Barnes Investment Advisors
Georgia
$479K – – –
SFS
3003
Security Financial Services
Indiana
$479K -$21.9K -37 -4%
MIC
3004
Meridian Investment Counsel
California
$477K – – –
RB
3005
Richmond Brothers
Michigan
$476K – – –
LA
3006
LVW Advisors
New York
$475K -$1.18K -2 -0.2%
RTC
3007
Riverview Trust Company
Washington
$474K -$11.8K -20 -2%
MKA
3008
M. Kulyk & Associates
Georgia
$473K – – –
FA
3009
Fagan Associates
New York
$472K – – –
PIM
3010
Penobscot Investment Management
Massachusetts
$472K – – –
MCFP
3011
Mallini Complete Financial Planning
Florida
$471K – – –
TAM
3012
Tucker Asset Management
Colorado
$471K +$211K +357 +81%
VAM
3013
Vienna Asset Management
California
$469K +$169K +286 +56%
SPWG
3014
Syntegra Private Wealth Group
Missouri
$469K – – –
BI
3015
Beckerman Institutional
New Jersey
$469K – – –
RWB
3016
RMR Wealth Builders
New Jersey
$468K -$15.4K -26 -3%
PA
3017
Prism Advisors
California
$467K – – –
PRP
3018
Peak Retirement Planning
Ohio
$465K +$467K +789 New
WW
3019
Westshore Wealth
California
$464K – – –
ORC
3020
O'Rourke & Company
Massachusetts
$461K +$12.4K +21 +3%
DF
3021
Dunhill Financial
United Kingdom
$461K +$240K +406 +108%
PFA
3022
Petra Financial Advisors
Colorado
$460K – – –
DPW
3023
DiNuzzo Private Wealth
Pennsylvania
$460K – – –
QFA
3024
Quantum Financial Advisors
California
$459K – – –
JLBC
3025
J.L. Bainbridge & Co
Florida
$458K +$64.5K +109 +16%
119 120
121
122 123