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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
AMM
3426
American Money Management
California
$409K -$94.2K -138 -18%
SPI
3427
Sutton Place Investors
New York
$409K – – –
AFA
3428
Alpha Financial Advisors
North Carolina
$409K +$6.15K +9 +1%
KA
3429
Kozak & Associates
Colorado
$407K +$683 +1 +0.2%
ACA
3430
American Capital Advisory
Idaho
$406K – – –
EFG
3431
Elm3 Financial Group
Georgia
$406K -$19.1K -28 -4%
TA
3432
Tactive Advisors
Florida
$406K -$202K -296 -32%
CVA
3433
Central Valley Advisors
California
$405K +$423K +620 New
DA
3434
Dover Advisors
Virginia
$405K – – –
BFWM
3435
Bright Futures Wealth Management
New York
$405K +$42.3K +62 +11%
VP
3436
Verisail Partners
Georgia
$404K +$69.7K +102 +20%
LIA
3437
Lynx Investment Advisory
District of Columbia
$404K +$1.37K +2 +0.3%
SG
3438
Stanich Group
New York
$403K +$86.7K +127 +26%
SA
3439
SoundView Advisors
Washington
$402K -$7.51K -11 -2%
SIM
3440
Samara Investment Management
Oregon
$402K +$420K +615 New
IWP
3441
Invenio Wealth Partners
Florida
$401K – – –
SRA
3442
Secured Retirement Advisors
Minnesota
$400K +$419K +613 New
CA
3443
Carson Advisory
Georgia
$400K +$14.3K +21 +4%
BF
3444
Brogan Financial
Tennessee
$399K -$6.83K -10 -2%
SP
3445
Stonebrook Private
Michigan
$399K -$237K -347 -36%
TFA
3446
TrustWell Financial Advisors
Florida
$397K – – –
PFA
3447
Presper Financial Architects
Ohio
$397K +$18.4K +27 +5%
PEA
3448
Park Edge Advisors
Ohio
$396K +$26.6K +39 +7%
SFP
3449
Strategic Financial Planning
Texas
$396K -$333K -487 -42%
KA
3450
Kearns & Associates
California
$395K – – –
136 137
138
139 140