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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
NPA
3851
Nichols & Pratt Advisers
Massachusetts
$245K – – –
CA
3852
Cannon Advisors
North Carolina
$244K -$291K -399 -55%
ACM
3853
Altrius Capital Management
North Carolina
$244K -$157K -215 -40%
CG
3854
Clarus Group
Texas
$244K +$728 +1 +0.3%
YCM
3855
Yousif Capital Management
Michigan
$243K – – –
UWM
3856
United Wealth Management
Virginia
$242K – – –
LWM
3857
Level Wealth Management
North Carolina
$242K – – –
KI
3858
KTF Investments
California
$241K – – –
QFPS
3859
Quantum Financial Planning Services
Washington
$241K +$728 +1 +0.3%
HIMC
3860
Heritage Investors Management Corp
Maryland
$240K -$29.1K -40 -11%
CTC
3861
Chai Trust Company
Illinois
$240K +$233K +320 New
DSAM
3862
Dock Street Asset Management
Florida
$237K -$153K -210 -40%
SHFA
3863
SS&H Financial Advisors
Michigan
$237K +$230K +316 New
FCM
3864
Flagship Capital Management
Pennsylvania
$237K – – –
3F
3865
360 Financial
Minnesota
$236K – – –
BWG
3866
Boomfish Wealth Group
Georgia
$236K – – –
JF
3867
Joule Financial
Kentucky
$235K -$4.37K -6 -2%
WCP
3868
Wealthcare Capital Partners
Pennsylvania
$235K +$228K +313 New
SFG
3869
SageGuard Financial Group
Tennessee
$234K -$191K -262 -46%
FSBI
3870
Fearless Solutions (Best Invest)
Texas
$234K +$228K +313 New
WAM
3871
Weinberger Asset Management
California
$234K – – –
RSVP
3872
Ramsay Stattman Vela & Price
Colorado
$233K -$14.6K -20 -6%
BAM
3873
Byrne Asset Management
New Jersey
$233K +$728 +1 +0.3%
HFM
3874
Hartford Financial Management
Connecticut
$232K +$147K +202 +187%
RAM
3875
Riggs Asset Management
Pennsylvania
$231K -$7.28K -10 -3%
153 154
155
156 157