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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
QFPS
3401
Quantum Financial Planning Services
Washington
$247K -$45.9K -80 -17%
BBA
3402
Braun-Bostich & Associates
Pennsylvania
$246K – – –
RCA
3403
Riverview Capital Advisers
Massachusetts
$246K -$72.3K -126 -24%
RH
3404
RFG Holdings
Texas
$246K -$1.15K -2 -0.5%
VNIM
3405
Vaughan Nelson Investment Management
Texas
$245K – – –
PF
3406
Prosperitas Financial
California
$245K -$23K -40 -9%
SFG
3407
Sterling Financial Group
California
$244K – – –
UAS
3408
United Asset Strategies
New York
$243K +$4.59K +8 +2%
SCM
3409
Stordahl Capital Management
Colorado
$243K – – –
DBIA
3410
Dumont & Blake Investment Advisors
New Jersey
$243K -$1.15K -2 -0.5%
HAS
3411
Horizon Advisory Services
New York
$241K – – –
2L
3412
25 LLC
Missouri
$240K – – –
6F
3413
626 Financial
Michigan
$240K +$574 +1 +0.3%
TIM
3414
Tevis Investment Management
Texas
$239K -$134K -234 -38%
BMWS
3415
Brady Martz Wealth Solutions
North Dakota
$237K +$219K +382 New
MIM
3416
Merrion Investment Management
New Jersey
$237K – – –
NC
3417
NBW Capital
Massachusetts
$236K – – –
MNA
3418
Manning & Napier Advisors
New York
$236K +$4.59K +8 +2%
TDC
3419
Thompson Davis & Co
Virginia
$235K +$218K +379 New
NPA
3420
Nichols & Pratt Advisers
Massachusetts
$234K – – –
IWM
3421
IMG Wealth Management
Florida
$234K +$137K +238 +171%
4A
3422
4Wealth Advisors
Illinois
$234K – – –
RA
3423
Rise Advisors
New York
$233K +$2.3K +4 +1%
MDCM
3424
Morgan Dempsey Capital Management
Wisconsin
$233K +$215K +375 New
FIC
3425
Family Investment Center
Missouri
$232K -$4.59K -8 -2%
135 136
137
138 139