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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
PWS
3101
Pursuit Wealth Strategies
North Carolina
$712K +$706K +1,039 New
HCM
3102
HMS Capital Management
Tennessee
$709K – – –
JSC
3103
Jackson Square Capital
California
$708K +$42.1K +62 +6%
SCC
3104
Seal Cove Capital
California
$708K +$701K +1,033 New
HAIM
3105
Hunter Associates Investment Management
Pennsylvania
$707K -$2.72K -4 -0.4%
SFS
3106
Stiles Financial Services
Minnesota
$707K +$5.43K +8 +0.8%
AIS
3107
American Investment Services
Massachusetts
$706K – – –
VV
3108
Verity & Verity
South Carolina
$705K -$6.79K -10 -1%
KWM
3109
Koa Wealth Management
California
$705K +$699K +1,030 New
WS
3110
Wilian Securities
Minnesota
$705K +$699K +1,029 New
KFG
3111
Kelly Financial Group
Connecticut
$704K -$138K -203 -16%
SI
3112
Stonekeep Investments
New Mexico
$702K +$14.9K +22 +2%
PW
3113
Paladin Wealth
Minnesota
$701K +$20.4K +30 +3%
HCM
3114
Hillman Capital Management
Maryland
$700K -$173K -255 -20%
CFCI
3115
Comprehensive Financial Consultants Institutional
Indiana
$699K -$697K -1,027 -50%
PCM
3116
Passive Capital Management
Maryland
$699K – – –
LK
3117
Lumbard & Kellner
New Hampshire
$699K +$34K +50 +5%
WP
3118
Wealthspan Partners
Iowa
$698K – – –
FMB
3119
Field & Main Bank
Kentucky
$695K -$15.6K -23 -2%
MIM
3120
Marco Investment Management
Georgia
$695K – – –
EBSAM
3121
Eubel Brady & Suttman Asset Management
Ohio
$694K +$221K +326 +47%
CPWM
3122
Cypress Point Wealth Management
Texas
$694K – – –
AA
3123
Apriem Advisors
California
$694K -$193K -284 -22%
TC
3124
Tannin Capital
North Carolina
$690K +$684K +1,008 New
VDBMI
3125
Van Den Berg Management I
Texas
$690K +$684K +1,008 New
123 124
125
126 127