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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
LJAC
2426
L.J. Altfest & Co
New York
$659K +$13K +26 +2%
WA1
2427
Wimmer Associates 1
California
$657K -$12.5K -25 -2%
TCM
2428
TruNorth Capital Management
Michigan
$657K +$625K +1,249 New
ACA
2429
Atlas Capital Advisors
Wyoming
$657K +$15.5K +31 +3%
AMBIA
2430
Allen Mooney & Barnes Investment Advisors
Georgia
$656K +$60K +120 +11%
AW
2431
Avion Wealth
Texas
$652K -$38.5K -77 -6%
BP
2432
BCK Partners
New York
$651K -$74.6K -149 -11%
TF
2433
Tenon Financial
New Jersey
$650K +$619K +1,237 New
BEW
2434
Burton Enright Welch
California
$650K – – –
OBWP
2435
O'Brien Wealth Partners
Massachusetts
$648K – – –
RFA
2436
Register Financial Advisors
Georgia
$646K +$85.6K +171 +16%
LIG
2437
Lokken Investment Group
Delaware
$644K – – –
HFS
2438
Haverford Financial Services
Pennsylvania
$641K – – –
DLCIG
2439
D.L. Carlson Investment Group
New Hampshire
$641K – – –
CFA
2440
Capstone Financial Advisors
Illinois
$641K +$65.5K +131 +12%
MC
2441
Martin & Co
Tennessee
$640K – – –
SHWM
2442
Smith & Howard Wealth Management
Georgia
$638K -$15K -30 -2%
PIFP
2443
Partners in Financial Planning
Virginia
$638K – – –
T
2444
Tidemark
California
$638K +$118K +236 +24%
ACA
2445
Anchor Capital Advisors
Massachusetts
$634K -$12.5K -25 -2%
FAM
2446
Fenimore Asset Management
New York
$631K – – –
TFG
2447
Tilson Financial Group
New Jersey
$626K -$23.5K -47 -4%
CF
2448
Convergence Financial
Missouri
$622K -$11.5K -23 -2%
MAM
2449
Milestone Asset Management
Pennsylvania
$622K -$49K -98 -8%
MGI
2450
MayTech Global Investments
New York
$621K +$500 +1 +0.1%
96 97
98
99 100