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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
HWMG
3526
Hurlow Wealth Management Group
Indiana
$412K – – –
MCM
3527
Mill Capital Management
North Carolina
$412K – – –
WIC
3528
Wilkins Investment Counsel
Massachusetts
$412K – – –
CVA
3529
Central Valley Advisors
California
$411K -$51K -70 -11%
TFP
3530
Tilia Fiduciary Partners
North Carolina
$410K +$398K +547 New
MBFW
3531
Morton Brown Family Wealth
Pennsylvania
$408K – – –
KFS
3532
Kaizen Financial Strategies
California
$408K – – –
RA
3533
Rubicon Advisors
California
$408K -$10.9K -15 -3%
AWP
3534
Abacus Wealth Partners
California
$407K -$43K -59 -10%
SAI
3535
Systematic Alpha Investments
New Jersey
$407K – – –
MVA
3536
Mount Vernon Associates
Maryland
$407K – – –
GWM
3537
Grand Wealth Management
Michigan
$407K – – –
GT
3538
GreatBanc Trust
Illinois
$406K – – –
AAA
3539
AG Asset Advisory
California
$404K – – –
MC
3540
Matisse Capital
Oregon
$403K – – –
BCM
3541
Buckhead Capital Management
Georgia
$403K – – –
XWL
3542
XXI Wealth LLC
Illinois
$402K -$7.28K -10 -2%
BBFA
3543
Brindle & Bay Financial Advisors
Texas
$402K +$3.64K +5 +0.9%
MWP
3544
Meredith Wealth Planning
Illinois
$402K +$48.1K +66 +14%
SRL
3545
Scientech Research LLC
New Jersey
$401K +$390K +536 New
CWM
3546
Cherrydale Wealth Management
New Jersey
$401K +$391K +537 New
MNA
3547
Manning & Napier Advisors
New York
$400K – – –
NFW
3548
Noble Family Wealth
Florida
$399K – – –
HIIFS
3549
Harel Insurance Investments & Financial Services
Israel
$399K +$160K +220 +70%
MF
3550
Manchester Financial
California
$399K +$103K +141 +36%
140 141
142
143 144