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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
VAM
2151
Verity Asset Management
North Carolina
$381K +$424K +1,063 New
PFA
2152
Pathway Financial Advisors
Vermont
$381K +$4.79K +12 +1%
FF
2153
Francis Financial
$378K -$115K -289 -22%
AO
2154
Advisor OS
Illinois
$378K +$2K +5 +0.5%
ETIA
2155
Epic Trust Investment Advisors
Washington
$374K -$50.7K -127 -11%
LWP
2156
Legacy Wealth Planning
Nevada
$373K -$18.4K -46 -4%
FFG
2157
Fullen Financial Group
Ohio
$372K +$2K +5 +0.5%
MCM
2158
Morton Capital Management
California
$371K +$2K +5 +0.5%
TCM
2159
Tandem Capital Management
New Jersey
$371K – – –
ST
2160
Somerset Trust
Pennsylvania
$370K – – –
FSA
2161
Financial Sense Advisors
California
$370K +$101K +253 +32%
CWP
2162
CFM Wealth Partners
Texas
$367K +$101K +253 +33%
OBWP
2163
O'Brien Wealth Partners
Massachusetts
$366K -$4.79K -12 -1%
CC
2164
Callan Capital
California
$366K -$3.99K -10 -1%
FNBOMD
2165
First National Bank of Mount Dora
Florida
$365K -$39.1K -98 -9%
DIA
2166
Dana Investment Advisors
Wisconsin
$364K -$125K -314 -24%
SHA
2167
Seneca House Advisors
Virginia
$364K -$3.59K -9 -0.9%
KFC
2168
Klingenstein Fields & Co
New York
$363K +$404K +1,012 New
ADIM
2169
Alpha DNA Investment Management
Maryland
$360K -$278K -695 -41%
EB
2170
Eastern Bank
Massachusetts
$359K – – –
AAIM
2171
Asset Advisors Investment Management
Georgia
$356K – – –
MCIA
2172
Mountain Capital Investment Advisors
Colorado
$355K +$46.3K +116 +14%
MP
2173
McDonald Partners
Ohio
$354K -$1.92M -4,796 -83%
TAM
2174
Townsend Asset Management
North Carolina
$354K +$5.19K +13 +1%
BRC
2175
Bell Rock Capital
Delaware
$354K +$394K +986 New
85 86
87
88 89