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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
AMG
3376
Advisors Management Group
Wisconsin
$228K +$21.3K +36 +10%
GK
3377
Graney & King
New York
$228K +$141K +239 +143%
CF
3378
Claris Financial
Virginia
$228K – – –
AIM
3379
Alhambra Investment Management
Florida
$228K -$14.8K -25 -6%
PWM
3380
Provident Wealth Management
Tennessee
$228K – – –
ONSWM
3381
Old North State Wealth Management
North Carolina
$227K – – –
RMF
3382
Red Mountain Financial
Colorado
$227K +$10K +17 +4%
EWM
3383
Elevatus Welath Management
New York
$227K -$5.32K -9 -2%
DF
3384
Define Financial
California
$227K +$1.18K +2 +0.5%
RRWA
3385
Rainey & Randall Wealth Advisors
Florida
$226K +$31.3K +53 +15%
BGA
3386
Battery Global Advisors
Massachusetts
$226K – – –
AMIM
3387
Aull & Monroe Investment Management
Alabama
$225K – – –
EFMC
3388
Empire Financial Management Company
New York
$224K – – –
VDI
3389
Vaughan David Investments
Illinois
$224K +$236K +399 New
RH
3390
RFG Holdings
Texas
$224K – – –
CPA
3391
Clear Point Advisors
New York
$223K +$591 +1 +0.3%
BBA
3392
Braun-Bostich & Associates
Pennsylvania
$223K -$28.3K -48 -11%
VBFP
3393
Valtinson Bruner Financial Planning
Minnesota
$223K +$591 +1 +0.3%
VNIM
3394
Vaughan Nelson Investment Management
Texas
$222K -$127K -215 -35%
BW
3395
BXM Wealth
Colorado
$222K -$26.6K -45 -10%
SFG
3396
Sterling Financial Group
California
$221K -$39.6K -67 -15%
DBIA
3397
Dumont & Blake Investment Advisors
New Jersey
$221K -$90.9K -154 -28%
RFS
3398
Retirement Financial Solutions
Tennessee
$221K +$232K +393 New
SCM
3399
Stordahl Capital Management
Colorado
$220K – – –
FFC
3400
First Financial Corp
Indiana
$219K – – –
134 135
136
137 138