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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
3076
HMS Capital Management
Tennessee
$668K -$8.88K -13 -1%
TBT
3077
Texas Bank & Trust
Texas
$668K +$326K +477 +88%
T
3078
Tidemark
California
$667K +$71.7K +105 +11%
CFCI
3079
Comprehensive Financial Consultants Institutional
Indiana
$667K – – –
LK
3080
Lumbard & Kellner
New Hampshire
$666K – – –
TC
3081
TownSquare Capital
Utah
$666K -$27.3K -40 -4%
WP
3082
Wealthspan Partners
Iowa
$666K – – –
SWM
3083
SpringVest Wealth Management
Texas
$665K -$105K -154 -13%
SL
3084
StoryOne LLC
Kansas
$661K – – –
BIG
3085
Bush Investment Group
Georgia
$660K +$326K +478 +90%
CFG
3086
Clayton Financial Group
Missouri
$660K +$21.2K +31 +3%
WA
3087
Walsh & Associates
Florida
$659K -$44.4K -65 -6%
KWM
3088
Koa Wealth Management
California
$658K -$15.7K -23 -2%
OPW
3089
Osprey Private Wealth
New York
$657K – – –
JWM
3090
Jacksonville Wealth Management
Florida
$657K +$66.9K +98 +11%
FNT
3091
First Nebraska Trust
Nebraska
$656K +$30.7K +45 +5%
BI
3092
Beckerman Institutional
New Jersey
$656K +$142K +208 +26%
SWM
3093
Seaside Wealth Management
California
$656K – – –
TC
3094
Tannin Capital
North Carolina
$654K -$4.78K -7 -0.7%
GC
3095
Garde Capital
Washington
$653K +$39.6K +58 +6%
SI
3096
Stonekeep Investments
New Mexico
$652K -$17.8K -26 -3%
LRPA
3097
L. Roy Papp & Associates
Arizona
$652K -$47.8K -70 -7%
RGF
3098
Retirement Guys Formula
Ohio
$651K +$5.46K +8 +0.7%
HWMT
3099
Heritage Wealth Management (Texas)
Texas
$651K -$6.83K -10 -1%
UBV
3100
United Bank (Virginia)
Virginia
$651K – – –
122 123
124
125 126