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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
4101
Marotta Asset Management
Virginia
– -$244K -356 Closed
TSS
4102
Two Sigma Securities
New York
– -$237K -346 Closed
IWA
4103
IVC Wealth Advisors
Pennsylvania
– -$223K -325 Closed
CA
4104
CWC Advisors
Oregon
– -$221K -322 Closed
OA
4105
Oxbow Advisors
Texas
– -$220K -321 Closed
CWL
4106
Causey Wealth LLC
Colorado
– -$218K -319 Closed
OWM
4107
OneAscent Wealth Management
Alabama
– -$218K -318 Closed
SWTS
4108
Stonehaven Wealth & Tax Solutions
Wisconsin
– -$217K -317 Closed
OP
4109
Oath Planning
Oklahoma
– -$211K -308 Closed
BCG
4110
Bravias Capital Group
New Jersey
– -$210K -306 Closed
AMG
4111
APS Management Group
California
– -$208K -304 Closed
CWM
4112
Cherrydale Wealth Management
New Jersey
– -$208K -304 Closed
CMP
4113
Christine Messmer PC
Pennsylvania
– -$208K -304 Closed
MCM
4114
MontVue Capital Management
Virginia
– -$208K -304 Closed
PA
4115
Prism Advisors
California
– -$207K -302 Closed
PCMN
4116
Paradigm Capital Management (Nevada)
Nevada
– -$206K -301 Closed
RF
4117
rebel Financial
Ohio
– -$204K -298 Closed
CF
4118
Claris Financial
Virginia
– -$203K -297 Closed
CSA
4119
Cottage Street Advisors
Massachusetts
– -$204K -297 Closed
DCA
4120
DB&C Advisors
Michigan
– -$204K -297 Closed
TBWA
4121
Three Bridge Wealth Advisors
California
– -$203K -296 Closed
WFA
4122
Websterrogers Financial Advisors
South Carolina
– -$203K -296 Closed
PWM
4123
Penobscot Wealth Management
Maine
– -$201K -294 Closed
GAFA
4124
Garton & Associates Financial Advisors
Kentucky
– -$129K -188 Closed
1IC
4125
1922 Investment Company
Texas
– -$122K -178 Closed
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165
166