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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
DFG
3476
Dupree Financial Group
Kentucky
$246K +$7.73K +12 +3%
RA
3477
Rise Advisors
New York
$246K -$4.51K -7 -2%
AFM
3478
Abbot Financial Management
Massachusetts
$246K – – –
ICP
3479
Ironvine Capital Partners
Nebraska
$246K +$1.29K +2 +0.5%
FF
3480
Farnam Financial
Arizona
$246K +$644 +1 +0.3%
MM
3481
Main Management
California
$246K +$45.7K +71 +24%
FIC
3482
Family Investment Center
Missouri
$246K -$3.86K -6 -2%
PMSA
3483
Patrick M. Sweeney & Associates
Illinois
$244K – – –
WCM
3484
Westend Capital Management
California
$243K – – –
RW
3485
Ridgeline Wealth
Arizona
$243K -$1.93K -3 -0.8%
LWM
3486
Luminvest Wealth Management
Arizona
$243K +$233K +362 New
OC
3487
Opinicus Capital
Florida
$242K -$644 -1 -0.3%
LG
3488
LaFleur & Godfrey
Michigan
$242K -$644 -1 -0.3%
CCP
3489
Carmel Capital Partners
California
$241K – – –
AFC
3490
AFT Forsyth & Company
Florida
$241K – – –
PFA
3491
Plotkin Financial Advisors
Maryland
$240K – – –
PFA
3492
Professional Financial Advisors
Nebraska
$240K – – –
SWM
3493
Shelton Wealth Management
Texas
$239K +$230K +357 New
UWM
3494
United Wealth Management
Virginia
$239K +$21.3K +33 +10%
SC
3495
Summa Corp
Texas
$238K -$129K -200 -36%
FDDB
3496
Fidelity D&D Bancorp
Pennsylvania
$237K – – –
HWMG
3497
Hurlow Wealth Management Group
Indiana
$236K – – –
NI
3498
NDVR Inc
Massachusetts
$236K – – –
BSAM
3499
Blue Square Asset Management
New York
$234K – – –
PF
3500
Phoenix Financial
Israel
$234K – – –
138 139
140
141 142