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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
HIS
3451
Horizon Investment Services
Indiana
$394K – – –
AWP
3452
Abacus Wealth Partners
California
$394K +$38.9K +57 +10%
HIW
3453
Holos Integrated Wealth
Pennsylvania
$392K +$404K +592 New
SWK
3454
Stephen W. Kidder
$392K -$34.1K -50 -8%
CBOR
3455
Community Bank of Raymore
Missouri
$392K – – –
NCM
3456
Neumann Capital Management
California
$392K – – –
SCM
3457
Shelton Capital Management
Colorado
$392K +$410K +600 New
IB
3458
Intrust Bank
Kansas
$391K – – –
AWA
3459
Acorn Wealth Advisors
Michigan
$389K -$104K -152 -20%
HEM
3460
Henson-Edgewater Management
Ohio
$387K -$18.4K -27 -4%
AFS
3461
AFG Fiduciary Services
Massachusetts
$387K – – –
MGIA
3462
Matthew Goff Investment Advisor
Texas
$386K +$10.2K +15 +3%
CPA
3463
Capital Planning Advisors
California
$384K +$4.1K +6 +1%
KFS
3464
Kaizen Financial Strategies
California
$383K -$11.6K -17 -3%
AHB
3465
Abner Herrman & Brock
New Jersey
$383K – – –
FFS
3466
Fischer Financial Services
Pennsylvania
$383K – – –
BBI
3467
Baxter Bros Inc
Connecticut
$382K -$102K -150 -20%
SSWM
3468
Strait & Sound Wealth Management
California
$382K -$8.19K -12 -2%
CTA
3469
Clear Trail Advisors
Texas
$382K +$3.41K +5 +0.9%
VW
3470
Veridan Wealth
Oregon
$380K +$683 +1 +0.2%
OFG
3471
Orcam Financial Group
California
$380K – – –
SAMC
3472
Spectrum Asset Management (California)
California
$380K +$52.6K +77 +15%
CFGA
3473
Cambridge Financial Group (Arizona)
Arizona
$379K -$61.5K -90 -13%
I
3474
IMPACTfolio
Colorado
$378K -$8.19K -12 -2%
PFO
3475
Pioneer Family Office
Florida
$378K – – –
137 138
139
140 141