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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
KOMWMG
3351
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$450K +$102K +149 +28%
EFP
3352
Elser Financial Planning
Indiana
$449K – – –
LCM
3353
Leisure Capital Management
California
$449K +$92.2K +135 +24%
CA
3354
CV Advisors
Florida
$449K -$666K -975 -59%
AFP
3355
ATLas Financial Planning
Georgia
$449K – – –
EWM
3356
Elevatus Welath Management
New York
$448K +$683 +1 +0.1%
PWP
3357
Ponta Wealth Partners
Florida
$448K +$468K +686 New
MSS
3358
Mitchell Sinkler & Starr
Pennsylvania
$448K – – –
TAP
3359
TSG Advice Partners
Ohio
$446K +$3.41K +5 +0.7%
DWA
3360
Douglass Winthrop Advisors
New York
$446K -$789K -1,156 -63%
CWP
3361
CFM Wealth Partners
Texas
$446K -$56K -82 -11%
FFA
3362
Fortune Financial Advisors
Kansas
$445K – – –
FWM
3363
Finer Wealth Management
Massachusetts
$444K -$9.56K -14 -2%
CSA
3364
Cornerstone Select Advisors
Missouri
$444K -$7.51K -11 -2%
CFAM
3365
Center For Asset Management
Florida
$443K +$2.05K +3 +0.4%
CFSG
3366
Clark Financial Services Group
Missouri
$443K -$28.7K -42 -6%
FA
3367
FSA Advisors
Michigan
$439K +$460K +673 New
VIA
3368
Vickerman Investment Advisors
Washington
$439K +$135K +197 +41%
SAM
3369
Sawgrass Asset Management
Florida
$438K – – –
2L
3370
25 LLC
Missouri
$437K – – –
BCM
3371
BluePath Capital Management
Georgia
$436K +$15.7K +23 +4%
HNWAG
3372
High Net Worth Advisory Group
Florida
$436K +$137K +200 +43%
AGC
3373
August Group Capital
$435K -$101K -148 -18%
EBSAM
3374
Eubel Brady & Suttman Asset Management
Ohio
$435K -$237K -347 -34%
AMG
3375
Advisors Management Group
Wisconsin
$435K +$192K +281 +73%
133 134
135
136 137