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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
ONSWM
3376
Old North State Wealth Management
North Carolina
$227K – – –
RMF
3377
Red Mountain Financial
Colorado
$227K +$10K +17 +4%
EWM
3378
Elevatus Welath Management
New York
$227K -$5.32K -9 -2%
DF
3379
Define Financial
California
$227K +$1.18K +2 +0.5%
RRWA
3380
Rainey & Randall Wealth Advisors
Florida
$226K +$31.3K +53 +15%
BGA
3381
Battery Global Advisors
Massachusetts
$226K – – –
AMIM
3382
Aull & Monroe Investment Management
Alabama
$225K – – –
EFMC
3383
Empire Financial Management Company
New York
$224K – – –
VDI
3384
Vaughan David Investments
Illinois
$224K +$236K +399 New
RH
3385
RFG Holdings
Texas
$224K – – –
CPA
3386
Clear Point Advisors
New York
$223K +$591 +1 +0.3%
BBA
3387
Braun-Bostich & Associates
Pennsylvania
$223K -$28.3K -48 -11%
VBFP
3388
Valtinson Bruner Financial Planning
Minnesota
$223K +$591 +1 +0.3%
VNIM
3389
Vaughan Nelson Investment Management
Texas
$222K -$127K -215 -35%
BW
3390
BXM Wealth
Colorado
$222K -$26.6K -45 -10%
SFG
3391
Sterling Financial Group
California
$221K -$39.6K -67 -15%
DBIA
3392
Dumont & Blake Investment Advisors
New Jersey
$221K -$90.9K -154 -28%
RFS
3393
Retirement Financial Solutions
Tennessee
$221K +$232K +393 New
SCM
3394
Stordahl Capital Management
Colorado
$220K – – –
FFC
3395
First Financial Corp
Indiana
$219K – – –
HAS
3396
Horizon Advisory Services
New York
$218K – – –
NI
3397
Natural Investments
California
$218K – – –
2L
3398
25 LLC
Missouri
$217K +$229K +387 New
6F
3399
626 Financial
Michigan
$217K – – –
PAM
3400
Pegasus Asset Management
New York
$216K -$4.13K -7 -2%
134 135
136
137 138