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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
NS
1826
Newman & Schimel
Illinois
$442K +$419K +1,177 New
DC
1827
Defender Capital
North Carolina
$441K – – –
WF
1828
WoodTrust Financial
Wisconsin
$441K – – –
CP
1829
Coho Partners
Pennsylvania
$440K +$417K +1,172 New
MW
1830
MBL Wealth
North Carolina
$440K +$417K +1,172 New
SL
1831
Summitry LLC
California
$438K -$162K -456 -28%
PCM
1832
Pointe Capital Management
Michigan
$438K – – –
PIG
1833
Pantheon Investment Group
California
$432K -$21K -59 -5%
WWMSC
1834
Wagner Wealth Management (South Carolina)
South Carolina
$432K +$409K +1,150 New
SFP
1835
Strategic Financial Planning
Texas
$431K – – –
AHC
1836
Adell Harriman & Carpenter
Texas
$430K -$17.4K -49 -4%
LWANC
1837
Laurel Wealth Advisors (North Carolina)
North Carolina
$430K +$1.42K +4 +0.4%
CCG
1838
Chatham Capital Group
Georgia
$428K -$39.2K -110 -9%
TC
1839
Tatro Capital
Kentucky
$428K – – –
TK
1840
TIAA Kaspick
Massachusetts
$428K – – –
HDIM
1841
Hanson & Doremus Investment Management
Vermont
$425K – – –
LC
1842
Lindbrook Capital
California
$425K – – –
BMC
1843
Benin Management Corp
Connecticut
$425K +$63K +177 +19%
RMCM
1844
Reynders McVeigh Capital Management
Massachusetts
$423K -$121K -341 -23%
KFS
1845
Kurt F. Somerville
$422K – – –
MG
1846
MilWealth Group
Wisconsin
$418K – – –
SC
1847
Searle & Co
Connecticut
$416K – – –
ADIM
1848
Alpha DNA Investment Management
Maryland
$416K +$395K +1,110 New
BC
1849
Brio Consultants
California
$412K -$130K -366 -25%
PWA
1850
Providence Wealth Advisors
Illinois
$412K +$124K +348 +46%
72 73
74
75 76