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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
AIS
3101
American Investment Services
Massachusetts
$706K – – –
VV
3102
Verity & Verity
South Carolina
$705K -$6.79K -10 -1%
KWM
3103
Koa Wealth Management
California
$705K +$699K +1,030 New
WS
3104
Wilian Securities
Minnesota
$705K +$699K +1,029 New
KFG
3105
Kelly Financial Group
Connecticut
$704K -$138K -203 -16%
SI
3106
Stonekeep Investments
New Mexico
$702K +$14.9K +22 +2%
PW
3107
Paladin Wealth
Minnesota
$701K +$20.4K +30 +3%
HCM
3108
Hillman Capital Management
Maryland
$700K -$173K -255 -20%
CFCI
3109
Comprehensive Financial Consultants Institutional
Indiana
$699K -$697K -1,027 -50%
PCM
3110
Passive Capital Management
Maryland
$699K – – –
LK
3111
Lumbard & Kellner
New Hampshire
$699K +$34K +50 +5%
WP
3112
Wealthspan Partners
Iowa
$698K – – –
FMB
3113
Field & Main Bank
Kentucky
$695K -$15.6K -23 -2%
MIM
3114
Marco Investment Management
Georgia
$695K – – –
EBSAM
3115
Eubel Brady & Suttman Asset Management
Ohio
$694K +$221K +326 +47%
CPWM
3116
Cypress Point Wealth Management
Texas
$694K – – –
AA
3117
Apriem Advisors
California
$694K -$193K -284 -22%
TC
3118
Tannin Capital
North Carolina
$690K +$684K +1,008 New
VDBMI
3119
Van Den Berg Management I
Texas
$690K +$684K +1,008 New
OPW
3120
Osprey Private Wealth
New York
$689K – – –
HWMT
3121
Heritage Wealth Management (Texas)
Texas
$689K -$54.3K -80 -7%
CNBT
3122
Cornerstone National Bank & Trust
Illinois
$688K +$101K +148 +17%
SWM
3123
Seaside Wealth Management
California
$688K +$679 +1 +0.1%
KCFA
3124
Key Client Fiduciary Advisors
New Jersey
$687K -$2.04K -3 -0.3%
CG
3125
CFO4Life Group
Texas
$686K -$500K -736 -42%
123 124
125
126 127