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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
EF
2451
Empirical Finance
Pennsylvania
$264K +$258K +643 New
HIS
2452
Harvest Investment Services
Illinois
$263K – – –
HTHT
2453
Hemenway Trust Hemenway Trust
New Hampshire
$261K – – –
OPCM
2454
Osborne Partners Capital Management
California
$261K -$104K -259 -29%
FLA
2455
Financial Life Advisors
Texas
$258K +$252K +628 New
LF
2456
LifeSteps Financial
California
$258K – – –
AIS
2457
AM Investment Strategies
Tennessee
$257K – – –
HHAA
2458
Henry H. Armstrong Associates
Pennsylvania
$257K – – –
PD
2459
Planning Directions
Pennsylvania
$256K -$48.1K -120 -16%
TI
2460
Tidal Investments
Wisconsin
$255K +$249K +620 New
EL
2461
EWA LLC
Pennsylvania
$255K +$247K +617 New
ICM
2462
Intrepid Capital Management
Florida
$255K -$178K -443 -42%
TYCC
2463
Texas Yale Capital Corp
Florida
$255K – – –
SFG
2464
Synergy Financial Group
California
$253K -$10K -25 -4%
NL
2465
Navalign LLC
California
$252K -$16.8K -42 -6%
FA
2466
Fiduciary Alliance
South Carolina
$252K -$46.1K -115 -16%
BC
2467
Bowman & Company
Wisconsin
$252K -$31.7K -79 -11%
BAM
2468
Byrne Asset Management
New Jersey
$252K -$19.2K -48 -7%
SWM
2469
Silverlake Wealth Management
Vermont
$251K +$25.7K +64 +12%
CPA
2470
Capital Planning Advisors
California
$251K -$25.3K -63 -9%
CPC
2471
Consolidated Planning Corp
Georgia
$251K – – –
CF
2472
Copperwynd Financial
Arizona
$250K -$401 -1 -0.2%
POIA
2473
Pin Oak Investment Advisors
Texas
$249K – – –
PAM
2474
Private Asset Management
California
$249K -$19.6K -49 -8%
KA
2475
Kearns & Associates
California
$249K – – –
97 98
99
100 101