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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
BRA
2251
Biechele Royce Advisors
Indiana
$387K -$358K -800 -48%
ACM
2252
Alpha Capital Management
Texas
$386K -$53.7K -120 -12%
KCPG
2253
Kavar Capital Partners Group
Kansas
$386K -$11.2K -25 -3%
FMI
2254
Fiduciary Management Inc
Wisconsin
$385K -$8.43M -18,840 -96%
OBGC
2255
O'Brien Greene & Co
Pennsylvania
$384K – – –
EGA
2256
Eagle Global Advisors
Texas
$382K +$148K +330 +64%
OWM
2257
OneAscent Wealth Management
Alabama
$380K +$375K +838 New
PCMM
2258
Piedmont Capital Management (Montana)
Montana
$379K +$157K +351 +74%
IHWM
2259
Iron Horse Wealth Management
Iowa
$377K – – –
NAMM
2260
NorthStar Asset Management (Massachusetts)
Massachusetts
$375K +$369K +826 New
AIM
2261
Avity Investment Management
Connecticut
$372K – – –
CNC
2262
Citizens & Northern Corp
Pennsylvania
$370K -$68K -152 -16%
NCM
2263
Neumann Capital Management
California
$370K +$6.71K +15 +2%
FANJ
2264
Financial Architects (New Jersey)
New Jersey
$369K -$37.1K -83 -9%
BFS
2265
Bickling Financial Services
Massachusetts
$368K -$17.4K -39 -5%
TW
2266
TrinityPoint Wealth
Connecticut
$368K +$42.5K +95 +13%
AIC
2267
Archer Investment Corporation
Indiana
$368K -$8.95K -20 -2%
SAM
2268
Seelaus Asset Management
New Jersey
$367K – – –
MRCM
2269
M&R Capital Management
New Jersey
$366K +$1.34K +3 +0.4%
FP
2270
Fiduciary Planning
Florida
$364K -$353K -789 -50%
PAM
2271
Private Asset Management
California
$361K +$55.9K +125 +19%
GWAG
2272
Garrett Wealth Advisory Group
Texas
$360K – – –
RCC
2273
Red Cedar Capital
Nebraska
$360K +$4.47K +10 +1%
HFP
2274
Holistic Financial Partners
Indiana
$357K -$566K -1,266 -62%
WOC
2275
West Oak Capital
California
$357K -$28.2K -63 -7%
89 90
91
92 93