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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
WF
3401
WoodTrust Financial
Wisconsin
$248K -$11.5K -20 -5%
VDI
3402
Vaughan David Investments
Illinois
$248K – – –
PWM
3403
Partners Wealth Management
California
$248K – – –
CPA
3404
Clear Point Advisors
New York
$247K +$574 +1 +0.3%
QFPS
3405
Quantum Financial Planning Services
Washington
$247K -$45.9K -80 -17%
BBA
3406
Braun-Bostich & Associates
Pennsylvania
$246K – – –
RCA
3407
Riverview Capital Advisers
Massachusetts
$246K -$72.3K -126 -24%
RH
3408
RFG Holdings
Texas
$246K -$1.15K -2 -0.5%
VNIM
3409
Vaughan Nelson Investment Management
Texas
$245K – – –
PF
3410
Prosperitas Financial
California
$245K -$23K -40 -9%
SFG
3411
Sterling Financial Group
California
$244K – – –
UAS
3412
United Asset Strategies
New York
$243K +$4.59K +8 +2%
SCM
3413
Stordahl Capital Management
Colorado
$243K – – –
DBIA
3414
Dumont & Blake Investment Advisors
New Jersey
$243K -$1.15K -2 -0.5%
HAS
3415
Horizon Advisory Services
New York
$241K – – –
2L
3416
25 LLC
Missouri
$240K – – –
6F
3417
626 Financial
Michigan
$240K +$574 +1 +0.3%
TIM
3418
Tevis Investment Management
Texas
$239K -$134K -234 -38%
BMWS
3419
Brady Martz Wealth Solutions
North Dakota
$237K +$219K +382 New
MIM
3420
Merrion Investment Management
New Jersey
$237K – – –
NC
3421
NBW Capital
Massachusetts
$236K – – –
MNA
3422
Manning & Napier Advisors
New York
$236K +$4.59K +8 +2%
TDC
3423
Thompson Davis & Co
Virginia
$235K +$218K +379 New
NPA
3424
Nichols & Pratt Advisers
Massachusetts
$234K – – –
IWM
3425
IMG Wealth Management
Florida
$234K +$137K +238 +171%
135 136
137
138 139