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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
LI
3451
LifeWealth Investments
Florida
$486K -$605K -831 -56%
TIA
3452
TCFG Investment Advisors
California
$485K -$119K -164 -20%
LEFP
3453
Leading Edge Financial Planning
Tennessee
$485K -$64.1K -88 -12%
HA
3454
Hegarty Advisors
New York
$485K – – –
RMCM
3455
Reynders McVeigh Capital Management
Massachusetts
$484K -$57.5K -79 -11%
ARC
3456
Advisor Resource Council
Texas
$482K +$466K +640 New
RIS
3457
Richmond Investment Services
Wisconsin
$482K -$3.64M -5,004 -89%
MSFP
3458
Mark Sheptoff Financial Planning
Connecticut
$482K – – –
SAM
3459
Sequent Asset Management
Texas
$482K -$552K -758 -54%
SSA
3460
Shepherd Street Advisors
California
$481K – – –
GDP
3461
Great Diamond Partners
Maine
$481K – – –
KOMWMG
3462
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$480K -$35K -48 -7%
GA
3463
GoalVest Advisory
New York
$480K +$4.37K +6 +0.9%
BCA
3464
Ballentine Capital Advisors
South Carolina
$478K – – –
AMBIA
3465
Allen Mooney & Barnes Investment Advisors
Georgia
$478K -$200K -274 -30%
PC
3466
Port Capital
Illinois
$477K +$464K +637 New
PIWA
3467
Prevail Innovative Wealth Advisors
Kansas
$476K +$229K +315 +98%
DAC
3468
Dutch Asset Corp
New York
$476K -$44.4K -61 -9%
AIA
3469
Acute Investment Advisory
Arizona
$475K -$18.2K -25 -4%
AFA
3470
Alpha Financial Advisors
North Carolina
$475K +$6.55K +9 +1%
MCP
3471
Mirador Capital Partners
California
$474K +$728 +1 +0.2%
PWM
3472
Prentice Wealth Management
New York
$474K -$5.1K -7 -1%
LFA
3473
Lauterbach Financial Advisors
Texas
$474K – – –
SWM
3474
Steinberganna Wealth Management
New York
$473K +$728 +1 +0.2%
SPI
3475
Sutton Place Investors
New York
$473K +$4.37K +6 +1%
137 138
139
140 141