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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
3251
Level Wealth Management
North Carolina
$316K – – –
SIAP
3252
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$316K +$3.44K +6 +1%
AAIM
3253
Asset Advisors Investment Management
Georgia
$315K +$10.3K +18 +4%
SCM
3254
Stonehearth Capital Management
Massachusetts
$314K – – –
PA
3255
Paragon Advisors
Texas
$314K -$607K -1,058 -68%
SSA
3256
SSA Swiss Advisors
$313K -$45.9K -80 -14%
KRW
3257
Kaufman Rossin Wealth
Florida
$313K – – –
SG
3258
Stanich Group
New York
$313K -$16.7K -29 -6%
FWM
3259
FLP Wealth Management
Arkansas
$312K -$74.6K -130 -21%
TPF
3260
Tribridge Partners Financial
Maryland
$312K +$288K +502 New
PAM
3261
Prodigy Asset Management
Nebraska
$312K +$288K +502 New
SC
3262
Schulhoff & Co
Ohio
$312K – – –
HTIM
3263
Harbour Trust & Investment Management
Indiana
$311K – – –
AIC
3264
Argus Investors Counsel
New York
$310K -$53.4K -93 -16%
BC
3265
Belmont Capital
California
$310K – – –
LB
3266
Legacy Bridge
Iowa
$310K – – –
BWM
3267
BlackDiamond Wealth Management
New York
$310K -$55.1K -96 -16%
FVWA
3268
Foster Victor Wealth Advisors
South Carolina
$309K -$21.2K -37 -7%
BLFG
3269
Brian Low Financial Group
Louisiana
$309K +$285K +497 New
HNWAG
3270
High Net Worth Advisory Group
Florida
$307K – – –
KIA
3271
Knollwood Investment Advisory
Maryland
$307K – – –
CLA
3272
Carnegie Lake Advisors
New Jersey
$307K +$284K +495 New
SDH
3273
Sloy Dahl & Holst
Washington
$306K +$4.59K +8 +2%
RSVP
3274
Ramsay Stattman Vela & Price
Colorado
$306K -$5.74K -10 -2%
SHFA
3275
SS&H Financial Advisors
Michigan
$305K -$105K -183 -27%
129 130
131
132 133