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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
KA
2376
Kearns & Associates
California
$274K – – –
LCM
2377
LVM Capital Management
Michigan
$273K – – –
CBOR
2378
Community Bank of Raymore
Missouri
$272K – – –
AAP
2379
Arax Advisory Partners
Colorado
$271K +$30.4K +68 +13%
PFA
2380
Professional Financial Advisors
Nebraska
$271K +$64K +143 +31%
AHC
2381
Adell Harriman & Carpenter
Texas
$271K -$47.4K -106 -15%
NB
2382
NBT Bank
New York
$268K -$8.95K -20 -3%
OCPWS
2383
One Charles Private Wealth Services
Massachusetts
$268K – – –
ACM
2384
Ategra Capital Management
Virginia
$268K -$75.1K -168 -22%
WWG
2385
West Wealth Group
California
$267K -$18.3K -41 -7%
OFP
2386
OLIO Financial Planning
Virginia
$266K -$20.1K -45 -7%
TA
2387
TruWealth Advisors
Louisiana
$263K -$1.79K -4 -0.7%
SFS
2388
Strategic Financial Services
New York
$263K +$259K +580 New
OFG
2389
Orcam Financial Group
California
$261K – – –
NC
2390
NBW Capital
Massachusetts
$261K +$257K +575 New
AIM
2391
Athena Investment Management
California
$260K +$261K +584 New
ACWM
2392
Adams Chetwood Wealth Management
North Carolina
$259K – – –
I
2393
IMPACTfolio
Colorado
$257K +$254K +567 New
FBA
2394
Front Barnett Associates
Illinois
$255K +$17.9K +40 +8%
LG
2395
LaFleur & Godfrey
Michigan
$254K – – –
RCG
2396
Resource Consulting Group
Florida
$253K – – –
PA
2397
Probity Advisors
Texas
$250K – – –
SCM
2398
Sterneck Capital Management
Missouri
$249K +$8.95K +20 +4%
UCI
2399
Uncommon Cents Investing
Wisconsin
$249K +$246K +549 New
SWM
2400
Silverlake Wealth Management
Vermont
$248K -$13.9K -31 -5%
94 95
96
97 98