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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
3176
AUA Capital Management
Pennsylvania
– -$765K -1,454 Closed
OFS
3177
OneAscent Financial Services
Alabama
– -$700K -1,332 Closed
TFG
3178
Tilson Financial Group
New Jersey
– -$626K -1,190 Closed
CI
3179
CPR Investments
Michigan
– -$613K -1,166 Closed
WA
3180
Wealthstar Advisors
Texas
– -$587K -1,117 Closed
RCM
3181
Radnor Capital Management
Pennsylvania
– -$527K -1,002 Closed
AMG
3182
Advisors Management Group
Wisconsin
– -$517K -984 Closed
NSB
3183
Norway Savings Bank
Maine
– -$510K -971 Closed
RWM
3184
Revisor Wealth Management
Ohio
– -$378K -753 Closed
XT
3185
XTX Topco
Cayman Islands
– -$371K -705 Closed
KFG
3186
Kingdom Financial Group
Arizona
– -$347K -660 Closed
TW
3187
Towerpoint Wealth
California
– -$346K -658 Closed
RCM
3188
RB Capital Management
Nevada
– -$329K -626 Closed
MA
3189
Mezzasalma Advisors
New Jersey
– -$320K -608 Closed
TSWM
3190
Triangle Securities Wealth Management
North Carolina
– -$319K -606 Closed
PIWA
3191
Prevail Innovative Wealth Advisors
Kansas
– -$318K -605 Closed
BMM
3192
Berkshire Money Management
Massachusetts
– -$299K -568 Closed
CAP
3193
Columbia Advisory Partners
Washington
– -$292K -555 Closed
SIAP
3194
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
– -$289K -550 Closed
CVA
3195
Central Valley Advisors
California
– -$284K -542 Closed
HIA
3196
HTG Investment Advisors
Connecticut
– -$264K -503 Closed
GDP
3197
Great Diamond Partners
Maine
– -$256K -486 Closed
RRWA
3198
Rainey & Randall Wealth Advisors
Florida
– -$254K -484 Closed
TIM
3199
Tevis Investment Management
Texas
– -$249K -473 Closed
LC
3200
Landaas & Company
Wisconsin
– -$242K -460 Closed
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