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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
LI
3551
LRI Investments
Florida
$413K -$10.2K -14 -2%
HWMG
3552
Hurlow Wealth Management Group
Indiana
$412K – – –
MCM
3553
Mill Capital Management
North Carolina
$412K – – –
WIC
3554
Wilkins Investment Counsel
Massachusetts
$412K – – –
CVA
3555
Central Valley Advisors
California
$411K -$51K -70 -11%
TFP
3556
Tilia Fiduciary Partners
North Carolina
$410K +$398K +547 New
MBFW
3557
Morton Brown Family Wealth
Pennsylvania
$408K – – –
KFS
3558
Kaizen Financial Strategies
California
$408K – – –
RA
3559
Rubicon Advisors
California
$408K -$10.9K -15 -3%
AWP
3560
Abacus Wealth Partners
California
$407K -$43K -59 -10%
SAI
3561
Systematic Alpha Investments
New Jersey
$407K – – –
MVA
3562
Mount Vernon Associates
Maryland
$407K – – –
GWM
3563
Grand Wealth Management
Michigan
$407K – – –
GT
3564
GreatBanc Trust
Illinois
$406K – – –
AAA
3565
AG Asset Advisory
California
$404K – – –
MC
3566
Matisse Capital
Oregon
$403K – – –
CCMR
3567
Core Capital Management & Research
Texas
$403K +$382K +525 New
BCM
3568
Buckhead Capital Management
Georgia
$403K – – –
XWL
3569
XXI Wealth LLC
Illinois
$402K -$7.28K -10 -2%
BBFA
3570
Brindle & Bay Financial Advisors
Texas
$402K +$3.64K +5 +0.9%
MWP
3571
Meredith Wealth Planning
Illinois
$402K +$48.1K +66 +14%
SRL
3572
Scientech Research LLC
New Jersey
$401K +$390K +536 New
CWM
3573
Cherrydale Wealth Management
New Jersey
$401K +$391K +537 New
MNA
3574
Manning & Napier Advisors
New York
$400K – – –
NFW
3575
Noble Family Wealth
Florida
$399K – – –
141 142
143
144 145