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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
BFS
2326
Beacon Financial Strategies
North Carolina
$380K – – –
CNBT
2327
Cornerstone National Bank & Trust
Illinois
$379K – – –
FCCM
2328
First City Capital Management
Georgia
$377K – – –
RB
2329
Richmond Brothers
Michigan
$376K -$63.7K -159 -15%
ACM
2330
Altrius Capital Management
North Carolina
$375K – – –
SAM
2331
Sequent Asset Management
Texas
$374K – – –
GA
2332
GoalVest Advisory
New York
$373K +$138K +345 +61%
BPFA
2333
Barnes Pettey Financial Advisors
Mississippi
$371K -$32.5K -81 -8%
CCA
2334
Cravens & Co Advisors
Tennessee
$370K – – –
IAS
2335
Insigneo Advisory Services
Florida
$367K -$146K -363 -29%
NCM
2336
Neumann Capital Management
California
$364K – – –
CFA
2337
Capstone Financial Advisors
Illinois
$364K +$1.2K +3 +0.3%
EWS
2338
Evergreen Wealth Solutions
Pennsylvania
$363K +$354K +883 New
FFG
2339
Frisch Financial Group
New York
$361K -$46.1K -115 -12%
SHA
2340
Seneca House Advisors
Virginia
$361K – – –
CP
2341
Covenant Partners
Tennessee
$360K – – –
UBG
2342
United Bank (Georgia)
Georgia
$359K -$2.41K -6 -0.7%
JLBC
2343
J.L. Bainbridge & Co
Florida
$357K -$281K -700 -45%
SCI
2344
Stableford Capital II
Arizona
$357K -$99.4K -248 -21%
DWA
2345
Douglass Winthrop Advisors
New York
$356K +$348K +867 New
WA
2346
WESPAC Advisors
California
$356K +$347K +866 New
PAWA
2347
Palo Alto Wealth Advisors
California
$356K -$50.9K -127 -13%
HBT
2348
Hills Bank & Trust
Iowa
$356K +$120K +299 +53%
TF
2349
Theory Financial
Colorado
$355K +$2K +5 +0.6%
SWM
2350
SFG Wealth Management
Maryland
$354K +$401 +1 +0.1%
92 93
94
95 96