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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
VRM
3101
Vectors Research Management
New York
$485K -$39.3K -61 -8%
LAM
3102
Lewis Asset Management
California
$482K +$644 +1 +0.1%
SLT
3103
St Louis Trust
Missouri
$482K – – –
RFW
3104
Rainier Family Wealth
Washington
$481K – – –
OHWP
3105
Oak Harbor Wealth Partners
North Carolina
$480K +$3.22K +5 +0.7%
FPF
3106
First Pacific Financial
Washington
$480K -$36.1K -56 -7%
CMP
3107
Coston McIsaac & Partners
Maine
$479K – – –
IA
3108
IMZ Advisory
Florida
$477K +$106K +165 +30%
OBGC
3109
O'Brien Greene & Co
Pennsylvania
$477K – – –
SF
3110
Strategent Financial
Virginia
$473K – – –
FCM
3111
Fogel Capital Management
Florida
$472K – – –
SGWM
3112
Sterling Group Wealth Management
California
$472K – – –
AHC
3113
Adell Harriman & Carpenter
Texas
$472K -$16.1K -25 -3%
BFC
3114
Blue Fin Capital
Rhode Island
$469K – – –
EB
3115
Emprise Bank
Kansas
$468K – – –
FSG
3116
Financial Strategies Group
Michigan
$466K -$25.1K -39 -5%
DFA
3117
Delta Financial Advisors
Louisiana
$465K +$5.15K +8 +1%
IWP
3118
Insight Wealth Partners
Texas
$464K – – –
FWM
3119
Finer Wealth Management
Massachusetts
$464K +$1.29K +2 +0.3%
TWP
3120
Total Wealth Planning
Ohio
$464K – – –
CFSG
3121
Clark Financial Services Group
Missouri
$464K +$1.29K +2 +0.3%
EWM
3122
Elevatus Welath Management
New York
$463K +$184K +286 +70%
EFP
3123
Elser Financial Planning
Indiana
$463K – – –
FF
3124
Farrell Financial
New York
$462K -$3.86K -6 -0.9%
CSA
3125
Cornerstone Select Advisors
Missouri
$462K – – –
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