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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
GHAM
3026
Gilman Hill Asset Management
Connecticut
$726K -$380K -556 -33%
SNBOSD
3027
Security National Bank of So Dak
Iowa
$726K – – –
NCM
3028
Noesis Capital Mangement
Florida
$723K +$228K +334 +43%
FI
3029
FWG Investments
Kentucky
$722K +$28.7K +42 +4%
DBRC
3030
D.B. Root & Company
Pennsylvania
$722K -$60.8K -89 -7%
EB
3031
Exchange Bank
California
$721K – – –
TWM
3032
Triton Wealth Management
Arizona
$719K -$6.15K -9 -0.8%
SPIO
3033
Seven Post Investment Office
California
$719K – – –
MIAS
3034
Mason Investment Advisory Services
Virginia
$712K -$47.8K -70 -6%
FCM
3035
Fourpath Capital Management
Oklahoma
$712K -$75.8K -111 -9%
FDW
3036
Fourth Dimension Wealth
Ohio
$710K +$336K +492 +83%
CFM
3037
Cornerstone Financial Management
Massachusetts
$709K -$2.05K -3 -0.3%
PMSA
3038
Patrick M. Sweeney & Associates
Illinois
$709K – – –
OL
3039
one8zero8 LLC
North Carolina
$709K -$41.7K -61 -5%
MAFA
3040
MJT & Associates Financial Advisory
Minnesota
$708K – – –
RI
3041
Ruggiero Investments
Florida
$707K – – –
IWP
3042
Insight Wealth Partners
Texas
$705K +$264K +386 +56%
LSL
3043
Legacy Solutions LLC
Pennsylvania
$705K -$68.3K -100 -8%
SF
3044
Slagle Financial
Illinois
$703K +$62.1K +91 +9%
MF
3045
Manuka Financial
Virginia
$702K -$54.6K -80 -7%
TAM
3046
Townsend Asset Management
North Carolina
$698K +$10.2K +15 +1%
IWMO
3047
Integrated Wealth Management (Ohio)
Ohio
$697K -$287K -421 -28%
KFG
3048
Kelly Financial Group
Connecticut
$697K +$25.9K +38 +4%
RFN
3049
RDA Financial Network
Iowa
$697K +$81.3K +119 +13%
SHA
3050
Seneca House Advisors
Virginia
$689K – – –
120 121
122
123 124