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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
3276
McDonough Capital Management
Florida
$355K – – –
SA
3277
Seneschal Advisors
Washington
$355K – – –
MI
3278
Motiv8 Investments
Florida
$354K -$3.86K -6 -1%
UFPG
3279
United Financial Planning Group
New York
$354K +$353K +548 New
OC
3280
Optima Capital
Oregon
$352K +$27.7K +43 +9%
ASBI
3281
American State Bank (Iowa)
Iowa
$352K – – –
KNFPWM
3282
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$351K +$7.08K +11 +2%
SFGP
3283
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$351K -$1.29K -2 -0.4%
PWM
3284
Puff Wealth Management
New Jersey
$351K +$644 +1 +0.2%
BGA
3285
Battery Global Advisors
Massachusetts
$351K +$129K +201 +62%
CW
3286
Channel Wealth
California
$349K -$220K -341 -40%
CGF
3287
Constant Guidance Financial
Massachusetts
$349K +$336K +522 New
KOMWMG
3288
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$348K -$5.8K -9 -2%
DF
3289
Define Financial
California
$348K +$61.2K +95 +22%
BWS
3290
Broadway Wealth Solutions
Texas
$347K – – –
TWM
3291
TriaGen Wealth Management
California
$345K – – –
RF
3292
RHS Financial
California
$345K – – –
RSS
3293
Rosenblum Silverman Sutton
California
$345K – – –
BFWM
3294
Bright Futures Wealth Management
New York
$344K +$331K +514 New
FA
3295
Financial Alternatives
California
$344K +$21.3K +33 +7%
CNC
3296
Citizens & Northern Corp
Pennsylvania
$343K – – –
HHAA
3297
Henry H. Armstrong Associates
Pennsylvania
$343K – – –
OHWA
3298
Oak Hill Wealth Advisors
Virginia
$341K – – –
AAIM
3299
Asset Advisors Investment Management
Georgia
$341K +$1.29K +2 +0.4%
SIAP
3300
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$341K – – –
130 131
132
133 134