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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
OFP
3026
OLIO Financial Planning
Virginia
$556K +$52.2K +81 +11%
HCMG
3027
Howard Capital Management Group
California
$556K -$54.7K -85 -9%
AC
3028
Annandale Capital
Texas
$555K – – –
HFA
3029
Highland Financial Advisors
New Jersey
$554K +$92.7K +144 +21%
RCS
3030
Retirement Capital Strategies
California
$554K – – –
RMCM
3031
Reynders McVeigh Capital Management
Massachusetts
$553K -$10.9K -17 -2%
KF
3032
KKM Financial
Illinois
$553K -$52.8K -82 -9%
EGA
3033
Eagle Global Advisors
Texas
$552K -$7.73K -12 -1%
AHIA
3034
Andrew Hill Investment Advisors
Florida
$551K -$26.4K -41 -5%
WTFG
3035
Wells Trecaso Financial Group
Ohio
$551K -$187K -290 -26%
WIM
3036
Waverton Investment Management
United Kingdom
$549K – – –
AIA
3037
AssuredPartners Investment Advisors
Florida
$548K -$88.2K -137 -14%
CIC
3038
Chilton Investment Company
Connecticut
$547K +$251K +390 +91%
PWP
3039
Parkwoods Wealth Partners
New York
$544K – – –
PFA
3040
Petra Financial Advisors
Colorado
$544K +$15.5K +24 +3%
QFA
3041
Quantum Financial Advisors
California
$543K +$21.3K +33 +4%
NCM
3042
Noesis Capital Mangement
Florida
$543K -$59.3K -92 -10%
MIC
3043
Meridian Investment Counsel
California
$542K – – –
SPWG
3044
Sage Private Wealth Group
Illinois
$537K +$644 +1 +0.1%
LFA
3045
Longview Financial Advisors
Alabama
$537K – – –
FA
3046
Fagan Associates
New York
$537K +$10.3K +16 +2%
MCFP
3047
Mallini Complete Financial Planning
Florida
$535K – – –
BI
3048
Beckerman Institutional
New Jersey
$533K +$644 +1 +0.1%
BCAM
3049
Boston Common Asset Management
Massachusetts
$532K +$512K +795 New
PCM
3050
Pointe Capital Management
Michigan
$531K – – –
120 121
122
123 124