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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
KI
3826
KTF Investments
California
$210K +$683 +1 +0.3%
VDI
3827
Vaughan David Investments
Illinois
$210K -$203K -297 -48%
HDIM
3828
Hanson & Doremus Investment Management
Vermont
$210K +$34.1K +50 +18%
QFPS
3829
Quantum Financial Planning Services
Washington
$210K -$10.2K -15 -4%
MGI
3830
MayTech Global Investments
New York
$210K +$683 +1 +0.3%
PIWA
3831
Prevail Innovative Wealth Advisors
Kansas
$210K +$219K +321 New
JF
3832
Joule Financial
Kentucky
$209K -$781K -1,143 -78%
HI
3833
Harper Investing
California
$209K – – –
VFS
3834
Valpey Financial Services
New Hampshire
$209K – – –
MIM
3835
Moseley Investment Management
Florida
$209K -$14.3K -21 -6%
RAM
3836
Riggs Asset Management
Pennsylvania
$208K -$4.78K -7 -2%
KWM
3837
KRM Wealth Management
Nevada
$208K +$218K +319 New
BAG
3838
Bauman Advisory Group
Nevada
$208K +$217K +318 New
SRWM
3839
Shira Ridge Wealth Management
California
$207K +$4.1K +6 +2%
QHA
3840
Quarry Hill Advisors
Minnesota
$207K -$12.3K -18 -6%
FCM
3841
Flagship Capital Management
Pennsylvania
$206K – – –
VIA
3842
Victrix Investment Advisors
Florida
$206K – – –
3F
3843
360 Financial
Minnesota
$206K +$215K +315 New
BWG
3844
Boomfish Wealth Group
Georgia
$206K +$215K +315 New
SPAS
3845
Spectrum Planning & Advisory Services
California
$204K -$14.3K -21 -6%
HIIFS
3846
Harel Insurance Investments & Financial Services
Israel
$204K -$3.96M -5,800 -95%
WAM
3847
Weinberger Asset Management
California
$204K +$213K +312 New
WFM
3848
Wolff Financial Management
Michigan
$204K – – –
BAM
3849
Byrne Asset Management
New Jersey
$202K -$19.1K -28 -8%
BH
3850
Burk Holdings
Oklahoma
$202K – – –
152 153
154
155 156