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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CICI
3976
Capital Investment Counsel Inc
North Carolina
$206K -$8.74K -12 -4%
SCM
3977
Saxony Capital Management
Missouri
$206K +$201K +276 New
SC
3978
Summa Corp
Texas
$206K -$40.8K -56 -17%
QHA
3979
Quarry Hill Advisors
Minnesota
$206K -$10.9K -15 -5%
CWL
3980
Causey Wealth LLC
Colorado
$206K +$200K +275 New
FPWM
3981
Five Pine Wealth Management
Idaho
$206K +$200K +274 New
PCTC
3982
Perkins Coie Trust Company
Washington
$204K – – –
TWM
3983
Tripletail Wealth Management
Florida
$204K – – –
MFG
3984
MTM Financial Group
Pennsylvania
$204K +$198K +272 New
DRP
3985
Decker Retirement Planning
Utah
$204K +$197K +270 +13,500%
MEG
3986
Millstone Evans Group
Colorado
$204K -$1.46K -2 -0.7%
PCM
3987
Permanent Capital Management
Illinois
$204K +$198K +272 New
DKCM
3988
Davidson Kahn Capital Management
California
$203K +$198K +272 New
AA
3989
Aire Advisors
California
$203K +$197K +271 New
GSCM
3990
Greenfield Seitz Capital Management
Texas
$203K +$197K +271 New
WFA
3991
Websterrogers Financial Advisors
South Carolina
$203K +$197K +270 New
CPP
3992
Capasso Planning Partners
South Carolina
$202K +$197K +270 New
KTC
3993
Kentucky Trust Company
Kentucky
$202K – – –
IWM
3994
IMG Wealth Management
Florida
$202K +$67.7K +93 +53%
HW
3995
Hedeker Wealth
Illinois
$202K +$197K +270 New
CCMI
3996
Creative Capital Management Investments
California
$201K +$102K +140 +109%
GWM
3997
Glass Wealth Management
Texas
$201K +$196K +269 New
HI
3998
Hendershot Investments
Virginia
$201K +$196K +269 New
VA
3999
Veratis Advisors
North Carolina
$201K +$196K +269 New
AF
4000
Atala Financial
California
$201K +$195K +268 New
158 159
160
161 162