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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
ONSWM
3026
Old North State Wealth Management
North Carolina
$233K +$18.9K +34 +9%
MWP
3027
Meredith Wealth Planning
Illinois
$232K +$1.11K +2 +0.5%
BGA
3028
Battery Global Advisors
Massachusetts
$232K -$4.09M -7,361 -95%
AMIM
3029
Aull & Monroe Investment Management
Alabama
$231K – – –
HAS
3030
Horizon Advisory Services
New York
$230K +$4.45K +8 +2%
AFWM
3031
Abich Financial Wealth Management
Virginia
$230K +$139K +250 +168%
SWM
3032
Silverlake Wealth Management
Vermont
$230K -$25.6K -46 -10%
RH
3033
RFG Holdings
Texas
$230K – – –
DSAM
3034
Dock Street Asset Management
Florida
$229K – – –
VNIM
3035
Vaughan Nelson Investment Management
Texas
$228K – – –
CPA
3036
Clear Point Advisors
New York
$228K +$556 +1 +0.3%
LS
3037
Leelyn Smith
Illinois
$228K – – –
EFMC
3038
Empire Financial Management Company
New York
$227K – – –
AIM
3039
Anchor Investment Management
South Carolina
$226K – – –
DJFS
3040
Dean Jacobson Financial Services
Texas
$226K – – –
HHRDM
3041
H&H Retirement Design & Management
Nevada
$226K – – –
BFS
3042
Baskin Financial Services
Ontario, Canada
$225K – – –
SCM
3043
Stordahl Capital Management
Colorado
$224K – – –
RMF
3044
Red Mountain Financial
Colorado
$223K +$556 +1 +0.3%
RPCA
3045
Running Point Capital Advisors
California
$223K -$53.4K -96 -20%
KHCM
3046
Kirtland Hills Capital Management
Ohio
$223K – – –
PCMC
3047
Planning Capital Management Corporation
Pennsylvania
$220K – – –
GTAM
3048
Global Trust Asset Management
Florida
$220K +$1.67K +3 +0.8%
PFA
3049
Professional Financial Advisors
Nebraska
$220K +$212K +381 New
EM
3050
ELCO Management
New York
$219K -$11.1K -20 -5%
120 121
122
123 124