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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
KFS
1876
Kurt F. Somerville
$447K – – –
PWA
1877
Providence Wealth Advisors
Illinois
$447K +$7.74K +20 +2%
TAM
1878
Townsend Asset Management
North Carolina
$447K +$78.2K +202 +22%
MG
1879
MilWealth Group
Wisconsin
$443K – – –
SW
1880
SlateStone Wealth
Florida
$443K -$29.8K -77 -6%
RPSA
1881
Richard P. Slaughter Associates
Texas
$442K -$107K -276 -20%
HIMC
1882
Heritage Investors Management Corp
Maryland
$442K -$38.7K -100 -8%
MAM
1883
McLean Asset Management
Virginia
$442K +$41.4K +107 +11%
SC
1884
Searle & Co
Connecticut
$441K – – –
LWP
1885
Legacy Wealth Planning
Nevada
$440K -$52.7K -136 -11%
SBF
1886
Sara-Bay Financial
Florida
$440K +$18.2K +47 +4%
AW
1887
Alaethes Wealth
Nevada
$439K +$427K +1,102 New
LRPA
1888
L. Roy Papp & Associates
Arizona
$438K -$384K -991 -47%
BC
1889
Brio Consultants
California
$437K +$774 +2 +0.2%
BCP
1890
Blue Chip Partners
Michigan
$437K +$32.9K +85 +8%
PWP
1891
Principle Wealth Partners
Connecticut
$435K – – –
HCM
1892
HMS Capital Management
Tennessee
$434K – – –
WWP
1893
Waypoint Wealth Partners
California
$434K +$422K +1,090 New
CST
1894
Charles Schwab Trust
Nevada
$433K -$45.3K -117 -10%
FFG
1895
Fullen Financial Group
Ohio
$432K +$1.55K +4 +0.4%
HCMG
1896
Howard Capital Management Group
California
$432K +$420K +1,086 New
NFG
1897
Northeast Financial Group
Pennsylvania
$428K -$5.81K -15 -1%
PCM
1898
Pointe Capital Management
Michigan
$425K -$37.6K -97 -8%
ADIM
1899
Alpha DNA Investment Management
Maryland
$425K -$15.9K -41 -4%
SDWIA
1900
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$423K +$46.8K +121 +13%
74 75
76
77 78