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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CP
2576
Canopy Partners
Ohio
$1.71M – – –
CPRPA
2577
Cerity Partners Retirement Plan Advisors
New York
$1.7M +$1.65M +2,271 New
SW
2578
SkyOak Wealth
Michigan
$1.7M -$35K -48 -2%
RFG
2579
Range Financial Group
Oregon
$1.7M -$157K -216 -9%
SLC
2580
Second Line Capital
Louisiana
$1.69M -$80.1K -110 -5%
LWP
2581
LMG Wealth Partners
Louisiana
$1.69M +$693K +951 +73%
ST
2582
Spinnaker Trust
Maine
$1.69M – – –
HA
2583
HFG Advisors
Ohio
$1.68M -$9.47K -13 -0.6%
RP
2584
Reinhart Partners
Wisconsin
$1.68M – – –
LC
2585
LCNB Corp
Ohio
$1.68M -$32.8K -45 -2%
BFA
2586
Brown Financial Advisory
Alabama
$1.67M -$27.7K -38 -2%
HFS
2587
Haverford Financial Services
Pennsylvania
$1.67M – – –
LAM
2588
Lakewood Asset Management
Illinois
$1.66M -$67K -92 -4%
WFG
2589
Wills Financial Group
Virginia
$1.66M -$17.5K -24 -1%
PWP
2590
Principle Wealth Partners
Connecticut
$1.66M +$75.7K +104 +5%
SAM
2591
Smithbridge Asset Management
Pennsylvania
$1.66M -$6.35M -8,727 -80%
EGA
2592
E&G Advisors
Texas
$1.66M -$80.1K -110 -5%
WWG
2593
West Wealth Group
California
$1.65M +$51.7K +71 +3%
TPW
2594
TOP Private Wealth
Connecticut
$1.65M +$1.61M +2,205 New
AIA
2595
Arbor Investment Advisors
North Carolina
$1.65M – – –
WA
2596
Whipplewood Advisors
Colorado
$1.65M -$71.4K -98 -4%
CG
2597
Castellan Group
Kentucky
$1.64M +$1.6M +2,196 New
LRIA
2598
Leonard Rickey Investment Advisors
Washington
$1.64M +$119K +164 +8%
TCM
2599
TruNorth Capital Management
Michigan
$1.64M – – –
WKSWA
2600
White Knight Strategic Wealth Advisors
New Jersey
$1.64M +$1.21M +1,655 +312%
102 103
104
105 106