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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
3451
Neumann Capital Management
California
$411K – – –
KA
3452
Kozak & Associates
Colorado
$411K -$64.5K -95 -14%
WN
3453
Williams & Novak
California
$410K -$1.36K -2 -0.3%
WKSWA
3454
White Knight Strategic Wealth Advisors
New Jersey
$410K -$9.51K -14 -2%
NWAG
3455
Net Worth Advisory Group
Utah
$410K +$406K +598 New
IB
3456
Intrust Bank
Kansas
$410K -$1.29M -1,900 -76%
DSAM
3457
Dock Street Asset Management
Florida
$410K -$15.6K -23 -4%
SSWM
3458
Strait & Sound Wealth Management
California
$409K -$679 -1 -0.2%
FDW
3459
Fourth Dimension Wealth
Ohio
$408K +$1.36K +2 +0.3%
AIM
3460
Alhambra Investment Management
Florida
$408K -$18.3K -27 -4%
EA
3461
Ergawealth Advisors
Illinois
$405K – – –
HHWM
3462
Hiley Hunt Wealth Management
Nebraska
$405K +$1.36K +2 +0.3%
BCM
3463
Buckhead Capital Management
Georgia
$405K +$1.36K +2 +0.3%
VCM
3464
Verde Capital Management
Michigan
$405K +$1.36K +2 +0.3%
I
3465
IMPACTfolio
Colorado
$405K – – –
CA
3466
Carson Advisory
Georgia
$405K -$11.5K -17 -3%
SI
3467
Seeds Investor
New York
$404K +$400K +589 New
SP
3468
Stablepoint Partners
Massachusetts
$403K -$1.36K -2 -0.3%
UWP
3469
Uniting Wealth Partners
Kansas
$403K – – –
CFGA
3470
Cambridge Financial Group (Arizona)
Arizona
$403K – – –
SAP
3471
Strategic Advisory Partners
North Carolina
$403K +$399K +588 New
AHB
3472
Abner Herrman & Brock
New Jersey
$402K +$23.8K +35 +6%
FFS
3473
Fischer Financial Services
Pennsylvania
$401K – – –
BWM
3474
BlackDiamond Wealth Management
New York
$401K -$2.72K -4 -0.7%
AFS
3475
AFG Fiduciary Services
Massachusetts
$401K – – –
137 138
139
140 141