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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
KLI
1901
Kelman-Lazarov Inc
Tennessee
$683K -$217K -543 -22%
TWP
1902
Transparent Wealth Partners
Arkansas
$682K -$36.3K -91 -5%
IA
1903
Integrity Advisory
Kansas
$680K -$214K -537 -22%
DS
1904
Dudley & Shanley
Florida
$679K – – –
LWM
1905
Laidlaw Wealth Management
New York
$677K -$810K -2,029 -52%
AFG
1906
Allegheny Financial Group
Pennsylvania
$674K +$30.7K +77 +4%
VIM
1907
Vista Investment Management
Pennsylvania
$671K -$7.99K -20 -1%
JWS
1908
Juncture Wealth Strategies
Arizona
$670K +$259K +648 +53%
MAM
1909
Meeder Asset Management
Ohio
$667K +$439K +1,100 +145%
ACIM
1910
Azimuth Capital Investment Management
Michigan
$666K -$18.4K -46 -2%
SC
1911
Searle & Co
Connecticut
$666K – – –
CNFG
1912
Creegan & Nassoura Financial Group
New Hampshire
$665K – – –
WCM
1913
Whitener Capital Management
North Carolina
$661K -$24K -60 -3%
RCM
1914
Regency Capital Management
Hawaii
$660K -$16K -40 -2%
FBT
1915
First Bank & Trust
South Dakota
$659K – – –
NFSG
1916
Newbridge Financial Services Group
Florida
$658K +$9.58K +24 +1%
AC
1917
Apella Capital
Connecticut
$654K +$56.3K +141 +8%
MCCP
1918
Mission Creek Capital Partners
California
$652K +$264K +661 +57%
CSPAM
1919
Cary Street Partners Asset Management
Virginia
$652K +$510K +1,277 +237%
PCM
1920
Princeton Capital Management
New Jersey
$651K – – –
TCCM
1921
Timber Creek Capital Management
Massachusetts
$651K – – –
CFAM
1922
Coury Firm Asset Management
Pennsylvania
$650K – – –
DSN
1923
D. Scott Neal
Kentucky
$647K -$17.2K -43 -2%
OSNBOA
1924
Old Second National Bank of Aurora
Illinois
$646K – – –
IRAG
1925
Investment Research & Advisory Group
Georgia
$644K – – –
75 76
77
78 79