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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CBB
2126
Citizens Business Bank
California
$669K – – –
MW
2127
MBL Wealth
North Carolina
$667K – – –
QCM
2128
Quantinno Capital Management
New York
$666K -$109K -258 -15%
AC
2129
Apella Capital
Connecticut
$663K +$627K +1,487 New
LMKC
2130
L.M. Kohn & Company
Ohio
$660K +$71.2K +169 +13%
WIM
2131
WealthPlan Investment Management
Nebraska
$659K -$17.7K -42 -3%
PS
2132
Planned Solutions
California
$659K +$421 +1 +0.1%
AFG
2133
Altiora Financial Group
Ohio
$658K -$25.7K -61 -4%
KFC
2134
Klingenstein Fields & Co
New York
$658K +$199K +472 +47%
GSC
2135
G&S Capital
Colorado
$657K +$622K +1,475 New
SL
2136
Summitry LLC
California
$657K +$421 +1 +0.1%
WIA
2137
Westbourne Investment Advisors
Maryland
$657K -$32.5K -77 -5%
BP
2138
BCK Partners
New York
$657K -$28.7K -68 -4%
TCM
2139
Triumph Capital Management
Colorado
$653K -$30.3K -72 -5%
OHIS
2140
Oak Harvest Investment Services
Texas
$652K +$142K +338 +30%
SC
2141
Shearwater Capital
Colorado
$650K – – –
CWMGP
2142
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$650K +$843 +2 +0.1%
DI
2143
DDFG Inc
California
$650K +$843 +2 +0.1%
CISOA
2144
Capital Investment Services of America
Wisconsin
$649K +$3.79K +9 +0.6%
OHWP
2145
Oak Harbor Wealth Partners
North Carolina
$643K -$24.9K -59 -4%
WFA
2146
Wade Financial Advisory
California
$642K – – –
KP
2147
Keel Point
Alabama
$642K +$107K +253 +21%
WCA
2148
Waypoint Capital Advisors
Minnesota
$641K – – –
MWA
2149
Monograph Wealth Advisors
California
$640K -$24.4K -58 -4%
SCA
2150
STALEY CAPITAL ADVISERS
Pennsylvania
$637K – – –
84 85
86
87 88