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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
RCS
3026
Retirement Capital Strategies
California
$554K – – –
RMCM
3027
Reynders McVeigh Capital Management
Massachusetts
$553K -$10.9K -17 -2%
KF
3028
KKM Financial
Illinois
$553K -$52.8K -82 -9%
EGA
3029
Eagle Global Advisors
Texas
$552K -$7.73K -12 -1%
AHIA
3030
Andrew Hill Investment Advisors
Florida
$551K -$26.4K -41 -5%
WTFG
3031
Wells Trecaso Financial Group
Ohio
$551K -$187K -290 -26%
WIM
3032
Waverton Investment Management
United Kingdom
$549K – – –
AIA
3033
AssuredPartners Investment Advisors
Florida
$548K -$88.2K -137 -14%
CIC
3034
Chilton Investment Company
Connecticut
$547K +$251K +390 +91%
PWP
3035
Parkwoods Wealth Partners
New York
$544K – – –
PFA
3036
Petra Financial Advisors
Colorado
$544K +$15.5K +24 +3%
QFA
3037
Quantum Financial Advisors
California
$543K +$21.3K +33 +4%
NCM
3038
Noesis Capital Mangement
Florida
$543K -$59.3K -92 -10%
MIC
3039
Meridian Investment Counsel
California
$542K – – –
SPWG
3040
Sage Private Wealth Group
Illinois
$537K +$644 +1 +0.1%
LFA
3041
Longview Financial Advisors
Alabama
$537K – – –
FA
3042
Fagan Associates
New York
$537K +$10.3K +16 +2%
MCFP
3043
Mallini Complete Financial Planning
Florida
$535K – – –
BI
3044
Beckerman Institutional
New Jersey
$533K +$644 +1 +0.1%
BCAM
3045
Boston Common Asset Management
Massachusetts
$532K +$512K +795 New
PCM
3046
Pointe Capital Management
Michigan
$531K – – –
TWM
3047
Trevian Wealth Management
Massachusetts
$530K – – –
FLFS
3048
Family Legacy Financial Solutions
North Carolina
$530K +$179K +278 +54%
LJHT
3049
Laurie J. Hall Trustee
$530K -$64.4K -100 -11%
TFG
3050
Taylor Financial Group
Virginia
$529K -$4.51K -7 -0.9%
120 121
122
123 124