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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
OWM
3026
Opes Wealth Management
California
$234K – – –
EWS
3027
Evergreen Wealth Solutions
Pennsylvania
$234K +$1.11K +2 +0.5%
PWM
3028
Provident Wealth Management
Tennessee
$233K -$1.67K -3 -0.7%
ONSWM
3029
Old North State Wealth Management
North Carolina
$233K +$18.9K +34 +9%
MWP
3030
Meredith Wealth Planning
Illinois
$232K +$1.11K +2 +0.5%
BGA
3031
Battery Global Advisors
Massachusetts
$232K -$4.09M -7,361 -95%
AMIM
3032
Aull & Monroe Investment Management
Alabama
$231K – – –
HAS
3033
Horizon Advisory Services
New York
$230K +$4.45K +8 +2%
AFWM
3034
Abich Financial Wealth Management
Virginia
$230K +$139K +250 +168%
SWM
3035
Silverlake Wealth Management
Vermont
$230K -$25.6K -46 -10%
RH
3036
RFG Holdings
Texas
$230K – – –
DSAM
3037
Dock Street Asset Management
Florida
$229K – – –
VNIM
3038
Vaughan Nelson Investment Management
Texas
$228K – – –
CPA
3039
Clear Point Advisors
New York
$228K +$556 +1 +0.3%
LS
3040
Leelyn Smith
Illinois
$228K – – –
EFMC
3041
Empire Financial Management Company
New York
$227K – – –
AIM
3042
Anchor Investment Management
South Carolina
$226K – – –
DJFS
3043
Dean Jacobson Financial Services
Texas
$226K – – –
HHRDM
3044
H&H Retirement Design & Management
Nevada
$226K – – –
BFS
3045
Baskin Financial Services
Ontario, Canada
$225K – – –
SCM
3046
Stordahl Capital Management
Colorado
$224K – – –
RMF
3047
Red Mountain Financial
Colorado
$223K +$556 +1 +0.3%
RPCA
3048
Running Point Capital Advisors
California
$223K -$53.4K -96 -20%
KHCM
3049
Kirtland Hills Capital Management
Ohio
$223K – – –
PCMC
3050
Planning Capital Management Corporation
Pennsylvania
$220K – – –
120 121
122
123 124