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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
1751
Howard Financial Services
Texas
$2.5M -$130K -259 -5%
CL
1752
COWA LLC
Oklahoma
$2.5M -$509K -1,018 -18%
LWA
1753
Lantern Wealth Advisors
New York
$2.5M +$40.5K +81 +2%
KSWA
1754
Kathleen S. Wright Associates
Pennsylvania
$2.49M +$15K +30 +0.6%
ECM
1755
Exchange Capital Management
Michigan
$2.49M -$35.5K -71 -1%
CMP
1756
Courage Miller Partners
Virginia
$2.49M -$107K -214 -4%
GIA
1757
Goodwin Investment Advisory
Georgia
$2.49M -$307K -613 -11%
KBFS
1758
Kohmann Bosshard Financial Services
Ohio
$2.48M +$126K +252 +6%
FC
1759
Financial Consulate
Maryland
$2.48M -$221K -442 -9%
CB
1760
Centennial Bank
Arkansas
$2.48M -$78.1K -156 -3%
TW
1761
Traveka Wealth
California
$2.48M +$448K +896 +24%
CIS
1762
Continental Investors Services
Washington
$2.47M -$83.1K -166 -3%
MWC
1763
MBM Wealth Consultants
Missouri
$2.47M -$1K -2 -0%
CFO
1764
Colony Family Offices
North Carolina
$2.47M – – –
WLPWM
1765
Walled Lake Planning & Wealth Management
Illinois
$2.46M +$205K +410 +10%
FNC
1766
First National Corp
Massachusetts
$2.46M – – –
S
1767
Sachetta
Massachusetts
$2.46M +$1K +2 +0%
SA
1768
SRH Advisors
Kansas
$2.46M – – –
GWA
1769
Gratus Wealth Advisors
Virginia
$2.46M +$188K +375 +8%
TWM
1770
Tolleson Wealth Management
Texas
$2.45M – – –
SRC
1771
Sage Rhino Capital
California
$2.45M – – –
CCA
1772
Cobblestone Capital Advisors
New York
$2.43M -$111K -221 -5%
SWA
1773
SOA Wealth Advisors
New York
$2.43M +$500 +1 +0%
ZIM
1774
Zacks Investment Management
Illinois
$2.42M +$483K +966 +27%
TI
1775
Trexquant Investment
Connecticut
$2.42M +$2.31M +4,608 New
69 70
71
72 73