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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
3826
Cooper Capital Advisors
California
$215K – – –
TDC
3827
Thompson Davis & Co
Virginia
$214K -$35.5K -52 -14%
JC
3828
Jacobs & Co
California
$214K – – –
CAP
3829
Columbia Advisory Partners
Washington
$214K -$11.6K -17 -5%
RYIA
3830
Roehl & Yi Investment Advisors
Oregon
$213K +$223K +326 New
FCG
3831
Fielder Capital Group
Tennessee
$213K -$242K -355 -52%
CG
3832
Clarus Group
Texas
$213K – – –
FFG
3833
Floyd Financial Group
Missouri
$212K +$206K +302 New
BHWA
3834
Beacon Harbor Wealth Advisors
Virginia
$212K – – –
YCM
3835
Yousif Capital Management
Michigan
$212K – – –
SFG
3836
Sather Financial Group
Texas
$212K +$222K +325 New
CS
3837
Crescent Sterling
Louisiana
$212K +$221K +324 New
UWM
3838
United Wealth Management
Virginia
$211K -$22.5K -33 -9%
LWM
3839
Level Wealth Management
North Carolina
$211K -$88.1K -129 -29%
KI
3840
KTF Investments
California
$210K +$683 +1 +0.3%
VDI
3841
Vaughan David Investments
Illinois
$210K -$203K -297 -48%
HDIM
3842
Hanson & Doremus Investment Management
Vermont
$210K +$34.1K +50 +18%
QFPS
3843
Quantum Financial Planning Services
Washington
$210K -$10.2K -15 -4%
MGI
3844
MayTech Global Investments
New York
$210K +$683 +1 +0.3%
PIWA
3845
Prevail Innovative Wealth Advisors
Kansas
$210K +$219K +321 New
JF
3846
Joule Financial
Kentucky
$209K -$781K -1,143 -78%
HI
3847
Harper Investing
California
$209K – – –
VFS
3848
Valpey Financial Services
New Hampshire
$209K – – –
MIM
3849
Moseley Investment Management
Florida
$209K -$14.3K -21 -6%
RAM
3850
Riggs Asset Management
Pennsylvania
$208K -$4.78K -7 -2%
152 153
154
155 156