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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
RFM
3076
Royal Fund Management
Florida
$424K -$429K -724 -50%
CMP
3077
Coston McIsaac & Partners
Maine
$422K – – –
MWM
3078
Manske Wealth Management
Texas
$421K +$424K +716 New
DA
3079
Dover Advisors
Virginia
$421K -$4.14K -7 -1%
OBGC
3080
O'Brien Greene & Co
Pennsylvania
$420K -$16.6K -28 -4%
OHWP
3081
Oak Harbor Wealth Partners
North Carolina
$419K -$592 -1 -0.1%
FCG
3082
Fielder Capital Group
Tennessee
$418K – – –
EE
3083
EWG Elevate
California
$418K +$72.8K +123 +21%
KFS
3084
Kurt F. Somerville
$417K -$1.18M -2,000 -74%
W
3085
WorthPointe
California
$416K -$30.8K -52 -7%
SF
3086
Strategent Financial
Virginia
$416K +$418K +706 New
SEM
3087
Suncoast Equity Management
Florida
$415K +$418K +706 New
PAWA
3088
Palo Alto Wealth Advisors
California
$415K -$28.4K -48 -6%
SGWM
3089
Sterling Group Wealth Management
California
$415K – – –
VPF
3090
Vantage Point Financial
Illinois
$415K +$417K +704 New
TPW
3091
TL Private Wealth
Texas
$414K – – –
KCM
3092
Kathmere Capital Management
Pennsylvania
$413K +$130K +220 +46%
EPAM
3093
Evelyn Partners Asset Management
$413K +$415K +701 New
LK
3094
Lumbard & Kellner
New Hampshire
$412K -$39.7K -67 -9%
SPI
3095
Sutton Place Investors
New York
$412K -$4.14K -7 -1%
ACM
3096
Alpha Capital Management
Texas
$412K +$7.1K +12 +2%
CFS
3097
CGC Financial Services
Oregon
$411K -$46.8K -79 -10%
FWM
3098
FLP Wealth Management
Arkansas
$410K +$413K +697 New
BCM
3099
BluePath Capital Management
Georgia
$410K +$19.5K +33 +5%
CGH
3100
Crossmark Global Holdings
Texas
$410K – – –
122 123
124
125 126