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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
3126
Ahara Advisors
New Jersey
$778K – – –
MWM
3127
Mittelman Wealth Management
Massachusetts
$777K +$59.7K +82 +18%
SL
3128
Summitry LLC
California
$777K – – –
FFL
3129
Financial Freedom LLC
Ohio
$776K +$149K +205 +25%
CHJWM
3130
Carlton Hofferkamp & Jenks Wealth Management
Texas
$774K -$7.28K -10 -1%
BW
3131
Balance Wealth
Ohio
$773K -$2.19K -3 -0.3%
MCM
3132
Mattern Capital Management
Colorado
$771K – – –
PF
3133
Parker Financial
Washington
$769K -$10.2K -14 -1%
VWA
3134
VSM Wealth Advisory
Maryland
$766K – – –
LAM
3135
Lewis Asset Management
California
$765K +$218K +300 +42%
LK
3136
Lumbard & Kellner
New Hampshire
$764K – – –
TWM
3137
Triton Wealth Management
Arizona
$763K -$51K -70 -6%
SF
3138
Slagle Financial
Illinois
$763K -$40.8K -56 -5%
SIC
3139
Samalin Investment Counsel
New York
$762K -$75K -103 -9%
TC
3140
TownSquare Capital
Utah
$762K -$728 -1 -0.1%
HCM
3141
HMS Capital Management
Tennessee
$762K -$3.64K -5 -0.5%
SL
3142
StoryOne LLC
Kansas
$758K +$738K +1,013 New
SAM
3143
Sompo Asset Management
Japan
$756K -$926K -1,271 -56%
BC
3144
Brio Consultants
California
$755K +$84.5K +116 +13%
HHRDM
3145
H&H Retirement Design & Management
Nevada
$755K -$26.2K -36 -3%
CFCI
3146
Comprehensive Financial Consultants Institutional
Indiana
$754K -$10.2K -14 -1%
GG
3147
Gleason Group
Kentucky
$754K -$622K -854 -46%
OPW
3148
Osprey Private Wealth
New York
$754K – – –
LFS
3149
Littlejohn Financial Services
Oregon
$753K -$242K -332 -25%
JWM
3150
Jacksonville Wealth Management
Florida
$753K – – –
124 125
126
127 128