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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
BSCCG
3351
Blue Sky Capital Consultants Group
California
$556K -$877K -1,205 -62%
EAM
3352
Everstar Asset Management
North Carolina
$556K -$70.6K -97 -12%
SFG
3353
Stonebridge Financial Group
California
$555K +$540K +742 New
VH
3354
Visionary Horizons
Tennessee
$553K +$5.1K +7 +1%
CIA
3355
CCM Investment Advisers
South Carolina
$553K -$98.3K -135 -15%
BIM
3356
Breakwater Investment Management
Washington
$552K +$210K +289 +64%
WG
3357
Wellington Group
Indiana
$552K -$213K -293 -28%
GCWM
3358
Guided Capital Wealth Management
Texas
$551K – – –
UA
3359
URS Advisory
Florida
$550K -$95.4K -131 -15%
PPW
3360
Presilium Private Wealth
Pennsylvania
$550K – – –
EFP
3361
Elser Financial Planning
Indiana
$549K +$32.8K +45 +7%
LWM
3362
Luminvest Wealth Management
Arizona
$548K +$728 +1 +0.1%
EWM
3363
Elevatus Welath Management
New York
$547K +$32K +44 +6%
BFA
3364
Buttonwood Financial Advisors
Maryland
$546K -$16.7K -23 -3%
CJ
3365
Caitlin John
Michigan
$545K +$4.37K +6 +0.8%
WWM
3366
Walser Wealth Management
Florida
$544K -$16.7K -23 -3%
FCM
3367
Fogel Capital Management
Florida
$543K +$5.83K +8 +1%
SAM
3368
Sawgrass Asset Management
Florida
$543K +$39.3K +54 +8%
HZ
3369
Hixon Zuercher
Ohio
$542K -$22.6K -31 -4%
SP
3370
Stablepoint Partners
Massachusetts
$542K – – –
CWD
3371
Clarity Wealth Development
Oregon
$540K -$13.8K -19 -3%
RTC
3372
Riverview Trust Company
Washington
$539K – – –
NMCM
3373
Nicholson Meyer Capital Management
Missouri
$539K +$229K +314 +77%
OHWP
3374
Oak Harbor Wealth Partners
North Carolina
$537K – – –
FLA
3375
Financial Life Advisors
Texas
$536K – – –
133 134
135
136 137