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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
AIS
3701
Accredited Investor Services
Minnesota
$333K -$50.2K -69 -13%
NAMM
3702
NorthStar Asset Management (Massachusetts)
Massachusetts
$333K -$29.1K -40 -8%
SFC
3703
Swisher Financial Concepts
Ohio
$332K +$7.28K +10 +2%
MHR
3704
Matthew Hamilton Rosenberg
$331K – – –
SFG
3705
SevenBridge Financial Group
Pennsylvania
$331K -$5.1K -7 -2%
XWM
3706
Xcel Wealth Management
Florida
$330K -$26.2K -36 -8%
CIM
3707
Catalyst Investment Management
New Hampshire
$329K +$320K +439 New
AWS
3708
Alliance Wealth Strategies
Virginia
$327K – – –
SA
3709
Sicart Associates
New York
$327K – – –
T2I
3710
Turim 21 Investimentos
Brazil
$327K – – –
AC
3711
Avenir Corporation
Virginia
$327K +$317K +436 New
CLA
3712
Carnegie Lake Advisors
New Jersey
$327K – – –
CWMGO
3713
Capstone Wealth Management Group (Oregon)
Oregon
$326K +$33.5K +46 +12%
ZWA
3714
Zinnia Wealth Advisory
Florida
$326K – – –
AIM
3715
Alhambra Investment Management
Florida
$325K +$2.91K +4 +0.9%
TNAM
3716
Terra Nova Asset Management
New York
$324K +$728 +1 +0.2%
RCA
3717
Ranch Capital Advisors
Florida
$324K +$728 +1 +0.2%
FDDB
3718
Fidelity D&D Bancorp
Pennsylvania
$321K -$10.2K -14 -3%
MM
3719
Main Management
California
$321K – – –
YWM
3720
Yardley Wealth Management
Pennsylvania
$321K -$19.7K -27 -6%
EC
3721
Eaton-Cambridge
Arizona
$321K – – –
M
3722
MYeCFO
California
$320K – – –
CWM
3723
Concentrum Wealth Management
California
$320K -$61.2K -84 -16%
PG
3724
Proffitt & Goodson
Tennessee
$319K – – –
SWM
3725
Schwallier Wealth Management
Michigan
$319K +$728 +1 +0.2%
147 148
149
150 151