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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
ASBI
3276
American State Bank (Iowa)
Iowa
$352K – – –
KNFPWM
3277
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$351K +$7.08K +11 +2%
SFGP
3278
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$351K -$1.29K -2 -0.4%
PWM
3279
Puff Wealth Management
New Jersey
$351K +$644 +1 +0.2%
BGA
3280
Battery Global Advisors
Massachusetts
$351K +$129K +201 +62%
CW
3281
Channel Wealth
California
$349K -$220K -341 -40%
CGF
3282
Constant Guidance Financial
Massachusetts
$349K +$336K +522 New
KOMWMG
3283
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$348K -$5.8K -9 -2%
DF
3284
Define Financial
California
$348K +$61.2K +95 +22%
BWS
3285
Broadway Wealth Solutions
Texas
$347K – – –
TWM
3286
TriaGen Wealth Management
California
$345K – – –
RF
3287
RHS Financial
California
$345K – – –
RSS
3288
Rosenblum Silverman Sutton
California
$345K – – –
BFWM
3289
Bright Futures Wealth Management
New York
$344K +$331K +514 New
FA
3290
Financial Alternatives
California
$344K +$21.3K +33 +7%
CNC
3291
Citizens & Northern Corp
Pennsylvania
$343K – – –
HHAA
3292
Henry H. Armstrong Associates
Pennsylvania
$343K – – –
OHWA
3293
Oak Hill Wealth Advisors
Virginia
$341K – – –
AAIM
3294
Asset Advisors Investment Management
Georgia
$341K +$1.29K +2 +0.4%
SIAP
3295
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$341K – – –
WFS
3296
Walker Financial Services
Kentucky
$340K +$12.9K +20 +4%
SDH
3297
Sloy Dahl & Holst
Washington
$339K +$7.73K +12 +2%
SCM
3298
Stonehearth Capital Management
Massachusetts
$339K – – –
KRW
3299
Kaufman Rossin Wealth
Florida
$337K – – –
AIM
3300
Anchor Investment Management
South Carolina
$337K +$9.66K +15 +3%
130 131
132
133 134