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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
2401
Realta Investment Advisors
Delaware
$703K -$14K -28 -2%
LFGO
2402
Legacy Financial Group (Oklahoma)
Oklahoma
$702K +$45K +90 +7%
ML
2403
Mayport LLC
Massachusetts
$702K – – –
OFS
2404
OneAscent Financial Services
Alabama
$700K -$113K -225 -14%
LMKC
2405
L.M. Kohn & Company
Ohio
$698K -$36.5K -73 -5%
GWWM
2406
Great Waters Wealth Management
Minnesota
$695K -$1.5K -3 -0.2%
MWM
2407
Mittelman Wealth Management
Massachusetts
$691K +$658K +1,315 New
CCG
2408
Chatham Capital Group
Georgia
$688K – – –
BFIM
2409
Beese Fulmer Investment Management
Ohio
$688K +$318K +636 +95%
TC
2410
Tenret Company
Florida
$687K – – –
RAM
2411
Redmond Asset Management
Virginia
$685K -$12K -24 -2%
SCA
2412
STALEY CAPITAL ADVISERS
Pennsylvania
$685K +$73.1K +146 +13%
CG
2413
Cutler Group
California
$683K +$650K +1,300 New
AC
2414
Apella Capital
Connecticut
$683K +$5K +10 +0.8%
WWP
2415
Walden Wealth Partners
Ohio
$683K +$500 +1 +0.1%
FI
2416
Financial Insights
Washington
$679K +$7.5K +15 +1%
VCM
2417
Violich Capital Management
California
$679K +$35K +70 +6%
LJHT
2418
Laurie J. Hall Trustee
$676K -$29.5K -59 -4%
CIP
2419
Chartwell Investment Partners
Pennsylvania
$676K – – –
TAM
2420
Townsend Asset Management
North Carolina
$674K -$16.5K -33 -3%
ST
2421
Sabal Trust
Florida
$673K -$308K -615 -32%
ERIM
2422
Eagle Ridge Investment Management
Connecticut
$668K -$17K -34 -3%
PFA
2423
Pathway Financial Advisors
Vermont
$666K – – –
B
2424
Bellecapital
Switzerland
$666K -$240K -480 -27%
MAS
2425
Madden Advisory Services
Florida
$662K +$500 +1 +0.1%
95 96
97
98 99