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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
2451
Professional Financial Advisors
Nebraska
$271K +$239K +597 New
PIM
2452
Penobscot Investment Management
Massachusetts
$270K – – –
EAM
2453
Empirical Asset Management
Massachusetts
$269K +$1.2K +3 +0.5%
EF
2454
Empirical Finance
Pennsylvania
$264K +$258K +643 New
HIS
2455
Harvest Investment Services
Illinois
$263K – – –
HTHT
2456
Hemenway Trust Hemenway Trust
New Hampshire
$261K – – –
OPCM
2457
Osborne Partners Capital Management
California
$261K -$104K -259 -29%
FLA
2458
Financial Life Advisors
Texas
$258K +$252K +628 New
LF
2459
LifeSteps Financial
California
$258K – – –
AIS
2460
AM Investment Strategies
Tennessee
$257K – – –
HHAA
2461
Henry H. Armstrong Associates
Pennsylvania
$257K – – –
PD
2462
Planning Directions
Pennsylvania
$256K -$48.1K -120 -16%
TI
2463
Tidal Investments
Wisconsin
$255K +$249K +620 New
EL
2464
EWA LLC
Pennsylvania
$255K +$247K +617 New
ICM
2465
Intrepid Capital Management
Florida
$255K -$178K -443 -42%
TYCC
2466
Texas Yale Capital Corp
Florida
$255K – – –
SFG
2467
Synergy Financial Group
California
$253K -$10K -25 -4%
NL
2468
Navalign LLC
California
$252K -$16.8K -42 -6%
FA
2469
Fiduciary Alliance
South Carolina
$252K -$46.1K -115 -16%
BC
2470
Bowman & Company
Wisconsin
$252K -$31.7K -79 -11%
BAM
2471
Byrne Asset Management
New Jersey
$252K -$19.2K -48 -7%
SWM
2472
Silverlake Wealth Management
Vermont
$251K +$25.7K +64 +12%
CPA
2473
Capital Planning Advisors
California
$251K -$25.3K -63 -9%
CPC
2474
Consolidated Planning Corp
Georgia
$251K – – –
CF
2475
Copperwynd Financial
Arizona
$250K -$401 -1 -0.2%
97 98
99
100 101