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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
2376
Alpha Capital Management
Texas
$326K – – –
RIL
2377
Rothschild Investment LLC
Illinois
$325K +$54.9K +137 +21%
ZIG
2378
Zuckerman Investment Group
Illinois
$323K – – –
CRI
2379
Colonial River Investments
Virginia
$323K -$4.31M -10,746 -93%
MIP
2380
Marietta Investment Partners
Wisconsin
$321K – – –
OWA
2381
Octavia Wealth Advisors
Ohio
$320K -$44.9K -112 -13%
PW
2382
Peninsula Wealth
California
$320K +$1.2K +3 +0.4%
DA
2383
Dover Advisors
Virginia
$319K -$10K -25 -3%
BFA
2384
Bill Few Associates
Pennsylvania
$318K +$10K +25 +3%
CWP
2385
Concord Wealth Partners
Virginia
$316K -$184K -458 -37%
FA
2386
Fagan Associates
New York
$315K – – –
AMBIA
2387
Allen Mooney & Barnes Investment Advisors
Georgia
$315K -$1.6K -4 -0.5%
ST
2388
Sabal Trust
Florida
$314K +$54.1K +135 +21%
RA
2389
Rockingstone Advisors
Massachusetts
$313K +$305K +761 New
BC
2390
Brio Consultants
California
$313K -$4.81K -12 -2%
SAM
2391
Seelaus Asset Management
New Jersey
$312K – – –
WAM
2392
WealthTrust Asset Management
Florida
$311K +$802 +2 +0.3%
GCP
2393
Gill Capital Partners
Colorado
$311K +$7.22K +18 +2%
RFN
2394
RDA Financial Network
Iowa
$309K +$6.42K +16 +2%
IC
2395
Innealta Capital
Texas
$309K -$611K -1,523 -67%
CWP
2396
Core Wealth Partners
California
$309K +$301K +751 New
OBGC
2397
O'Brien Greene & Co
Pennsylvania
$308K -$16.8K -42 -5%
SPI
2398
Sutton Place Investors
New York
$308K -$1.6K -4 -0.5%
BWM
2399
BlackDiamond Wealth Management
New York
$307K -$67K -167 -18%
LDB
2400
Lee, Danner & Bass
Tennessee
$307K -$4.01K -10 -1%
94 95
96
97 98