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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
UFPG
3726
United Financial Planning Group
New York
$319K +$728 +1 +0.2%
SGC
3727
Slocum, Gordon & Co
Rhode Island
$318K – – –
LCWM
3728
Legacy Capital Wealth Management
Texas
$318K +$309K +425 New
EFMC
3729
Empire Financial Management Company
New York
$318K -$2.19K -3 -0.7%
UIM
3730
Unified Investment Management
Georgia
$318K +$35K +48 +13%
BLFG
3731
Brian Low Financial Group
Louisiana
$318K +$36.4K +50 +13%
CMP
3732
Coston McIsaac & Partners
Maine
$317K -$18.9K -26 -6%
VDI
3733
Vaughan David Investments
Illinois
$317K +$73.5K +101 +31%
VBFP
3734
Valtinson Bruner Financial Planning
Minnesota
$317K +$728 +1 +0.2%
KF
3735
KKM Financial
Illinois
$317K -$4.59M -6,303 -94%
PWM
3736
Peak Wealth Management
New Hampshire
$315K – – –
TPW
3737
Tiller Private Wealth
Pennsylvania
$315K – – –
CIA
3738
Cascade Investment Advisors
Oregon
$314K -$7.28K -10 -2%
CWM
3739
CarsonAllaria Wealth Management
Illinois
$313K -$2.19K -3 -0.7%
BRIA
3740
Balanced Rock Investment Advisors
Massachusetts
$313K +$46.6K +64 +18%
ACM
3741
Aljian Capital Management
Nevada
$313K -$18.2K -25 -6%
HHAA
3742
Henry H. Armstrong Associates
Pennsylvania
$312K – – –
SSA
3743
SSA Swiss Advisors
$311K -$21.8K -30 -7%
IP
3744
Intellectus Partners
California
$310K – – –
NA
3745
Nautilus Advisors
California
$309K +$18.2K +25 +7%
VBA
3746
von Borstel & Associates
Oregon
$309K +$728 +1 +0.2%
NFA
3747
Northern Financial Advisors
Michigan
$306K – – –
HCWM
3748
Hidden Cove Wealth Management
Washington
$306K +$10.2K +14 +4%
TW
3749
Towerpoint Wealth
California
$305K +$37.1K +51 +14%
DF
3750
Define Financial
California
$305K -$83.7K -115 -22%
148 149
150
151 152