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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
3251
Stonehearth Capital Management
Massachusetts
$284K – – –
CFGSD
3252
Compass Financial Group (South Dakota)
South Dakota
$284K +$3.54K +6 +1%
RMP
3253
Richards, Merrill & Peterson
Washington
$284K +$13K +22 +5%
KRW
3254
Kaufman Rossin Wealth
Florida
$283K – – –
RSVP
3255
Ramsay Stattman Vela & Price
Colorado
$283K – – –
SIAP
3256
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$283K +$3.54K +6 +1%
SC
3257
Schulhoff & Co
Ohio
$282K – – –
HTIM
3258
Harbour Trust & Investment Management
Indiana
$282K -$20.1K -34 -6%
DL
3259
DOHJ LLC
Washington
$281K -$76.2K -129 -20%
BC
3260
Belmont Capital
California
$281K – – –
BWS
3261
Broadway Wealth Solutions
Texas
$281K – – –
LB
3262
Legacy Bridge
Iowa
$281K – – –
KC
3263
Knuff & Co
California
$281K +$236K +400 +400%
AWP
3264
Abacus Wealth Partners
California
$279K -$5.91K -10 -2%
XWM
3265
Xcel Wealth Management
Florida
$279K -$2.95K -5 -1%
CA
3266
CV Advisors
Florida
$278K -$3.54K -6 -1%
HNWAG
3267
High Net Worth Advisory Group
Florida
$278K – – –
KIA
3268
Knollwood Investment Advisory
Maryland
$278K +$35.4K +60 +14%
PAM
3269
Palisade Asset Management
Minnesota
$277K -$2.36K -4 -0.8%
FBC
3270
Fairfield, Bush & Co
Connecticut
$277K +$291K +493 New
ATI
3271
ARK & TLK Investments
Oklahoma
$276K – – –
SF
3272
Seros Financial
Arizona
$276K – – –
TSWM
3273
Triangle Securities Wealth Management
North Carolina
$276K +$291K +492 New
AWA
3274
Acorn Wealth Advisors
Michigan
$276K – – –
OWM
3275
Opes Wealth Management
California
$276K -$487K -825 -63%
129 130
131
132 133