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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
RB
2326
Richmond Brothers
Michigan
$376K -$63.7K -159 -15%
ACM
2327
Altrius Capital Management
North Carolina
$375K – – –
SAM
2328
Sequent Asset Management
Texas
$374K – – –
GA
2329
GoalVest Advisory
New York
$373K +$138K +345 +61%
BPFA
2330
Barnes Pettey Financial Advisors
Mississippi
$371K -$32.5K -81 -8%
CCA
2331
Cravens & Co Advisors
Tennessee
$370K – – –
IAS
2332
Insigneo Advisory Services
Florida
$367K -$146K -363 -29%
NCM
2333
Neumann Capital Management
California
$364K – – –
CFA
2334
Capstone Financial Advisors
Illinois
$364K +$1.2K +3 +0.3%
EWS
2335
Evergreen Wealth Solutions
Pennsylvania
$363K +$354K +883 New
FFG
2336
Frisch Financial Group
New York
$361K -$46.1K -115 -12%
SHA
2337
Seneca House Advisors
Virginia
$361K – – –
CP
2338
Covenant Partners
Tennessee
$360K – – –
UBG
2339
United Bank (Georgia)
Georgia
$359K -$2.41K -6 -0.7%
JLBC
2340
J.L. Bainbridge & Co
Florida
$357K -$281K -700 -45%
SCI
2341
Stableford Capital II
Arizona
$357K -$99.4K -248 -21%
DWA
2342
Douglass Winthrop Advisors
New York
$356K +$348K +867 New
WA
2343
WESPAC Advisors
California
$356K +$347K +866 New
PAWA
2344
Palo Alto Wealth Advisors
California
$356K -$50.9K -127 -13%
HBT
2345
Hills Bank & Trust
Iowa
$356K +$120K +299 +53%
TF
2346
Theory Financial
Colorado
$355K +$2K +5 +0.6%
SWM
2347
SFG Wealth Management
Maryland
$354K +$401 +1 +0.1%
MRCM
2348
M&R Capital Management
New Jersey
$351K – – –
SFFS
2349
Stonehage Fleming Financial Services
Jersey
$349K -$11.8M -29,378 -97%
GC
2350
Garde Capital
Washington
$347K -$20.4K -51 -6%
92 93
94
95 96