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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
SF
2551
Safeguard Financial
Wisconsin
$552K -$526 -1 -0.1%
PAM
2552
Peninsula Asset Management
Florida
$551K +$530K +1,007 New
ETIA
2553
Epic Trust Investment Advisors
Washington
$549K -$12.6K -24 -2%
DFA
2554
Delta Financial Advisors
Louisiana
$548K -$213K -406 -29%
EB
2555
Eastern Bank
Massachusetts
$547K – – –
GG
2556
Gleason Group
Kentucky
$546K +$1.58K +3 +0.3%
FSA
2557
Financial Security Advisor
Virginia
$546K +$80.5K +153 +18%
SHA
2558
Seneca House Advisors
Virginia
$545K +$39.4K +75 +8%
CPC
2559
Consolidated Planning Corp
Georgia
$545K -$24.2K -46 -4%
UBV
2560
United Bank (Virginia)
Virginia
$545K -$15.8K -30 -3%
SHF
2561
Stage Harbor Financial
Massachusetts
$544K – – –
SP
2562
Stonebrook Private
Michigan
$541K -$11.6K -22 -2%
KV
2563
Kickstand Ventures
New York
$540K -$93.1K -177 -15%
SFS
2564
Sharp Financial Services
Pennsylvania
$534K +$106K +201 +26%
WH
2565
Willner & Heller
California
$533K +$15.8K +30 +3%
FNT
2566
First Nebraska Trust
Nebraska
$532K – – –
CA
2567
Cambridge Advisors
Nebraska
$532K +$15.8K +30 +3%
JFGLC
2568
Johnson Financial Group LLC (Colorado)
Colorado
$532K +$511K +972 New
RWA
2569
Rooted Wealth Advisors
Illinois
$531K +$187K +356 +59%
HAIM
2570
Hunter Associates Investment Management
Pennsylvania
$530K -$8.41K -16 -2%
CG
2571
CFO4Life Group
Texas
$527K +$53.6K +102 +12%
LFA
2572
Longview Financial Advisors
Alabama
$527K +$3.15K +6 +0.6%
PMG
2573
Private Management Group
California
$525K -$13.1K -25 -3%
KF
2574
KKM Financial
Illinois
$524K – – –
HGA
2575
Hobbs Group Advisors
South Carolina
$522K +$502K +954 New
101 102
103
104 105