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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
AIC
2251
Archer Investment Corporation
Indiana
$458K +$136K +353 +42%
HA
2252
Hofer & Associates
California
$457K – – –
ISL
2253
Ingalls & Snyder LLC
New York
$456K -$47.9K -124 -9%
SOAG
2254
Silver Oak Advisory Group
Oregon
$456K – – –
FF
2255
Francis Financial
$455K +$50.6K +131 +12%
CWM
2256
Chemistry Wealth Management
New York
$455K – – –
DC
2257
Defender Capital
North Carolina
$453K – – –
FCM
2258
Fortis Capital Management
Washington
$453K +$455K +1,179 New
UL
2259
Unionview LLC
Washington
$453K +$15.4K +40 +4%
V
2260
ViaWealth
Kansas
$452K +$448K +1,160 New
PIM
2261
Provident Investment Management
Michigan
$452K – – –
BWP
2262
Balboa Wealth Partners
Arizona
$452K +$1.16K +3 +0.3%
RFA
2263
Register Financial Advisors
Georgia
$451K +$453K +1,173 New
CCG
2264
Chatham Capital Group
Georgia
$448K +$29.7K +77 +7%
HZ
2265
Hixon Zuercher
Ohio
$446K +$448K +1,161 New
MPIA
2266
Mountain Pacific Investment Advisers
Idaho
$445K +$8.49K +22 +2%
BFG
2267
Bouchey Financial Group
New York
$443K +$386 +1 +0.1%
ST
2268
Somerset Trust
Pennsylvania
$443K +$46.3K +120 +12%
KCFA
2269
Key Client Fiduciary Advisors
New Jersey
$443K +$10.8K +28 +2%
SFP
2270
Strategic Financial Planning
Texas
$441K – – –
HCMG
2271
Howard Capital Management Group
California
$440K +$28.9K +75 +7%
HIMC
2272
Heritage Investors Management Corp
Maryland
$436K -$2.31K -6 -0.5%
CIM
2273
Confluence Investment Management
Missouri
$436K +$438K +1,134 New
TPA
2274
Trivium Point Advisory
Connecticut
$435K +$386 +1 +0.1%
LK
2275
Lumbard & Kellner
New Hampshire
$435K +$67.1K +174 +18%
89 90
91
92 93