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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
NG
3501
Northstar Group
New York
$231K – – –
CAP
3502
Columbia Advisory Partners
Washington
$230K +$5.15K +8 +2%
FFL
3503
Future Fund LLC
Illinois
$230K – – –
VAM
3504
Vienna Asset Management
California
$229K +$644 +1 +0.3%
HW
3505
Hamilton Wealth
California
$228K -$211K -328 -49%
MIM
3506
Moseley Investment Management
Florida
$228K – – –
UAS
3507
United Asset Strategies
New York
$228K -$32.8K -51 -13%
BFA
3508
Brown Financial Advisors
Ohio
$228K +$219K +340 New
SPAS
3509
Spectrum Planning & Advisory Services
California
$227K +$7.73K +12 +4%
BAM
3510
Byrne Asset Management
New Jersey
$226K -$21.9K -34 -9%
TIM
3511
Tevis Investment Management
Texas
$225K -$31.6K -49 -13%
VAG
3512
Vannoy Advisory Group
Texas
$225K – – –
SA
3513
Strategic Advocates
Utah
$225K +$216K +336 New
TPW
3514
Tiller Private Wealth
Pennsylvania
$225K +$216K +336 New
FF
3515
Friedenthal Financial
New Jersey
$224K +$69.6K +108 +48%
NWMG
3516
Nicholson Wealth Management Group
South Carolina
$224K – – –
QFPS
3517
Quantum Financial Planning Services
Washington
$224K -$40.6K -63 -16%
FS
3518
Ferguson Shapiro
Georgia
$224K – – –
GA
3519
Gordian Advisors
Arizona
$223K +$644 +1 +0.3%
WC
3520
Wynn Capital
Georgia
$222K – – –
MA
3521
McGrath & Associates
North Carolina
$221K – – –
FCG
3522
Financial Connections Group
California
$221K – – –
DG
3523
DMC Group
Alabama
$221K -$7.73K -12 -4%
CCA
3524
Cooper Capital Advisors
California
$220K – – –
MGAM
3525
McGowan Group Asset Management
Texas
$220K – – –
139 140
141
142 143