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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
2451
Simplicity Wealth
New Jersey
$215K +$212K +474 New
CIA
2452
Caerus Investment Advisors
Texas
$214K – – –
OLA
2453
Oliver Luxxe Assets
New Jersey
$214K +$211K +471 New
PCM
2454
Prelude Capital Management
New York
$213K +$210K +469 New
CISOA
2455
Capital Investment Services of America
Wisconsin
$212K – – –
MAG
2456
MRA Advisory Group
New Jersey
$212K – – –
SCA
2457
STALEY CAPITAL ADVISERS
Pennsylvania
$212K – – –
EWS
2458
Evergreen Wealth Solutions
Pennsylvania
$212K +$447 +1 +0.2%
SMF
2459
Sterling Manor Financial
New York
$211K +$208K +466 New
AP
2460
Americana Partners
Texas
$210K – – –
LFG
2461
Lockerman Financial Group
California
$209K -$330K -737 -62%
KWM
2462
Kolinsky Wealth Management
New Jersey
$209K +$206K +460 New
BIA
2463
Benchmark Investment Advisors
Illinois
$208K +$6.26K +14 +3%
DIP
2464
DT Investment Partners
Pennsylvania
$208K +$16.5K +37 +9%
FFC
2465
First Financial Corp
Indiana
$208K +$20.1K +45 +11%
AWM
2466
Accurate Wealth Management
Florida
$207K +$4.03K +9 +2%
HBT
2467
Hills Bank & Trust
Iowa
$206K -$3.13K -7 -2%
MWM
2468
Moulton Wealth Management
Washington
$205K +$894 +2 +0.4%
CRI
2469
Colonial River Investments
Virginia
$205K +$202K +451 New
RRCM
2470
Rappaport Reiches Capital Management
Illinois
$205K +$202K +451 New
SRC
2471
Shufro Rose & Co
New York
$204K -$16.1K -36 -7%
ACM
2472
Allred Capital Management
Texas
$204K – – –
CCM
2473
Crossvault Capital Management
Texas
$204K – – –
LWMG
2474
Levy Wealth Management Group
Pennsylvania
$204K +$447 +1 +0.2%
WIP
2475
WealthCare Investment Partners
Rhode Island
$204K +$205K +458 New
97 98
99
100 101