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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
NMCM
3051
Nicholson Meyer Capital Management
Missouri
$525K +$19.3K +30 +4%
RWM
3052
Revisor Wealth Management
Ohio
$524K -$578K -898 -54%
KCM
3053
KM Capital Management
Texas
$524K -$56.7K -88 -10%
CNTOF
3054
Canandaigua National Trust of Florida
New York
$524K -$22.5K -35 -4%
AW
3055
Apricus Wealth
South Carolina
$522K +$502K +780 New
GC
3056
Grange Capital
Oregon
$520K – – –
OPPS
3057
Obsidian Personal Planning Solutions
Maryland
$519K – – –
SPWG
3058
Syntegra Private Wealth Group
Missouri
$519K – – –
SWM
3059
Sentinel Wealth Management
Virginia
$519K -$25.8K -40 -5%
HVIA
3060
Hudson Valley Investment Advisors
New York
$519K – – –
CWP
3061
Core Wealth Partners
California
$516K +$644 +1 +0.1%
JLBC
3062
J.L. Bainbridge & Co
Florida
$515K -$5.15K -8 -1%
MIP
3063
Marietta Investment Partners
Wisconsin
$513K – – –
CPA
3064
Compass Planning Associates
Massachusetts
$513K +$1.29K +2 +0.3%
BFA
3065
Buttonwood Financial Advisors
Maryland
$513K -$41.9K -65 -8%
CAM
3066
Columbia Asset Management
Michigan
$513K – – –
OFO
3067
OneAscent Family Office
Alabama
$513K +$5.15K +8 +1%
FMI
3068
Fiduciary Management Inc
Wisconsin
$513K +$493K +766 New
CWM
3069
Challenger Wealth Management
California
$512K -$13.5K -21 -3%
RTC
3070
Riverview Trust Company
Washington
$512K – – –
LA
3071
LVW Advisors
New York
$512K -$5.15K -8 -1%
RWB
3072
RMR Wealth Builders
New Jersey
$511K +$644 +1 +0.1%
WW
3073
Westshore Wealth
California
$511K -$16.7K -26 -3%
FCT
3074
Family Capital Trust
Massachusetts
$511K +$81.8K +127 +20%
CWD
3075
Clarity Wealth Development
Oregon
$511K – – –
121 122
123
124 125