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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
KWA
3526
Kellett Wealth Advisors
Ohio
$351K +$2.73K +4 +0.7%
BCM
3527
Buckhead Capital Management
Georgia
$351K -$36.9K -54 -9%
ECML
3528
Eagle Capital Management (Louisiana)
Louisiana
$351K +$367K +538 New
MNA
3529
Manning & Napier Advisors
New York
$350K +$280K +410 +328%
EWA
3530
Eagle Wealth Advisors
Connecticut
$349K +$61.5K +90 +20%
NFW
3531
Noble Family Wealth
Florida
$348K – – –
CC
3532
Cultivar Capital
Texas
$348K +$363K +532 New
BBFA
3533
Brindle & Bay Financial Advisors
Texas
$347K +$13K +19 +4%
FIM
3534
Freedom Investment Management
Connecticut
$347K -$223K -326 -38%
WKSWA
3535
White Knight Strategic Wealth Advisors
New Jersey
$347K -$46.4K -68 -11%
SA
3536
Seneschal Advisors
Washington
$346K – – –
DSAM
3537
Dock Street Asset Management
Florida
$344K -$48.5K -71 -12%
ASBI
3538
American State Bank (Iowa)
Iowa
$344K – – –
SFGP
3539
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$343K -$1.48M -2,167 -80%
CW
3540
Channel Wealth
California
$343K -$31.4K -46 -8%
CC
3541
Capstone Capital
Nevada
$343K +$154K +225 +75%
BGA
3542
Battery Global Advisors
Massachusetts
$342K +$178K +260 +98%
BEC
3543
Blue Edge Capital
Virginia
$342K – – –
DF
3544
Define Financial
California
$341K -$32.8K -48 -8%
FF
3545
Foronjy Financial
California
$341K +$73.1K +107 +26%
FPI
3546
Financial Plan Inc
Washington
$340K -$8.19K -12 -2%
BWS
3547
Broadway Wealth Solutions
Texas
$338K – – –
RF
3548
RHS Financial
California
$338K +$1.37K +2 +0.4%
FA
3549
Financial Alternatives
California
$338K +$2.73K +4 +0.8%
FEG
3550
Financial Enhancement Group
Indiana
$338K -$6.15K -9 -2%
140 141
142
143 144