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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
LC
1051
Lourd Capital
California
$1.2M – – –
VWA
1052
V Wealth Advisors
Kansas
$1.2M -$63.3K -233 -5%
DACG
1053
Donor Advised Charitable Giving
California
$1.19M -$47.5K -175 -4%
BDF
1054
Black Diamond Financial
Maryland
$1.19M +$1.3M +4,785 New
LCM
1055
Liberty Capital Management
Michigan
$1.19M +$1.09M +4,000 +551%
LFG
1056
Larson Financial Group
Missouri
$1.19M +$815 +3 +0.1%
AMM
1057
American Money Management
California
$1.18M -$1.63K -6 -0.1%
EVM
1058
Eaton Vance Management
Massachusetts
$1.18M +$317K +1,167 +33%
SC
1059
Slow Capital
California
$1.18M +$11.9K +44 +0.9%
OFG
1060
Omega Financial Group
California
$1.17M +$1.27M +4,666 New
VAM
1061
Visionary Asset Management
Texas
$1.17M -$1.42M -5,243 -53%
VCM
1062
Violich Capital Management
California
$1.17M -$272K -1,000 -18%
BCM
1063
Brookmont Capital Management
Texas
$1.16M +$4.07K +15 +0.3%
TCOT
1064
Trust Company of Toledo
Ohio
$1.15M -$3.53K -13 -0.3%
PWW
1065
Pettyjohn Wood & White
Virginia
$1.14M +$270K +994 +28%
VR
1066
Viridian RIA
Washington
$1.14M +$270K +996 +28%
DAS
1067
Dynamic Advisor Solutions
Arizona
$1.14M -$388K -1,429 -25%
M
1068
MOTCO
Texas
$1.13M +$138K +507 +13%
RCM
1069
RNC Capital Management
California
$1.13M +$1.22M +4,495 New
BAM
1070
Belpointe Asset Management
Nevada
$1.13M -$412K -1,517 -25%
MPI
1071
Mairs & Power Inc
Minnesota
$1.12M – – –
BC
1072
Brio Consultants
California
$1.12M +$1.21M +4,464 New
BOPW
1073
Brandywine Oak Private Wealth
Pennsylvania
$1.1M +$1.2M +4,423 New
SNT
1074
Security National Trust
West Virginia
$1.1M -$2.72K -10 -0.2%
KFGK
1075
Keystone Financial Group (Kentucky)
Kentucky
$1.1M +$780K +2,871 +191%
41 42
43
44 45