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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
3051
Trevian Wealth Management
Massachusetts
$530K – – –
FLFS
3052
Family Legacy Financial Solutions
North Carolina
$530K +$179K +278 +54%
LJHT
3053
Laurie J. Hall Trustee
$530K -$64.4K -100 -11%
TFG
3054
Taylor Financial Group
Virginia
$529K -$4.51K -7 -0.9%
NMCM
3055
Nicholson Meyer Capital Management
Missouri
$525K +$19.3K +30 +4%
RWM
3056
Revisor Wealth Management
Ohio
$524K -$578K -898 -54%
KCM
3057
KM Capital Management
Texas
$524K -$56.7K -88 -10%
CNTOF
3058
Canandaigua National Trust of Florida
New York
$524K -$22.5K -35 -4%
AW
3059
Apricus Wealth
South Carolina
$522K +$502K +780 New
GC
3060
Grange Capital
Oregon
$520K – – –
OPPS
3061
Obsidian Personal Planning Solutions
Maryland
$519K – – –
SPWG
3062
Syntegra Private Wealth Group
Missouri
$519K – – –
SWM
3063
Sentinel Wealth Management
Virginia
$519K -$25.8K -40 -5%
HVIA
3064
Hudson Valley Investment Advisors
New York
$519K – – –
CWP
3065
Core Wealth Partners
California
$516K +$644 +1 +0.1%
JLBC
3066
J.L. Bainbridge & Co
Florida
$515K -$5.15K -8 -1%
MIP
3067
Marietta Investment Partners
Wisconsin
$513K – – –
CPA
3068
Compass Planning Associates
Massachusetts
$513K +$1.29K +2 +0.3%
BFA
3069
Buttonwood Financial Advisors
Maryland
$513K -$41.9K -65 -8%
CAM
3070
Columbia Asset Management
Michigan
$513K – – –
OFO
3071
OneAscent Family Office
Alabama
$513K +$5.15K +8 +1%
FMI
3072
Fiduciary Management Inc
Wisconsin
$513K +$493K +766 New
CWM
3073
Challenger Wealth Management
California
$512K -$13.5K -21 -3%
RTC
3074
Riverview Trust Company
Washington
$512K – – –
LA
3075
LVW Advisors
New York
$512K -$5.15K -8 -1%
121 122
123
124 125