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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
PD
2576
Planning Directions
Pennsylvania
$417K +$50.6K +113 +15%
EP
2577
EPIQ Partners
Minnesota
$416K +$24.6K +55 +7%
DWA
2578
Douglass Winthrop Advisors
New York
$414K – – –
CFFP
2579
Center for Financial Planning
Michigan
$414K +$21.9K +49 +6%
CPP
2580
Capasso Planning Partners
South Carolina
$413K +$86.8K +194 +29%
SP
2581
Stonebrook Private
Michigan
$412K +$386K +863 New
UBG
2582
United Bank (Georgia)
Georgia
$412K -$448 -1 -0.1%
WH
2583
Willner & Heller
California
$410K +$384K +859 New
TFG
2584
Taylor Financial Group
Virginia
$410K +$384K +858 New
CNBT
2585
Cornerstone National Bank & Trust
Illinois
$409K – – –
SRL
2586
Scientech Research LLC
New Jersey
$408K +$383K +855 New
FWM
2587
Finer Wealth Management
Massachusetts
$407K -$50.6K -113 -12%
SPI
2588
Sutton Place Investors
New York
$406K +$161K +360 +73%
SWK
2589
Stephen W. Kidder
$406K -$22.4K -50 -6%
IP
2590
Ignite Planners
California
$405K -$14.8K -33 -4%
HIGP
2591
Hill Investment Group Partners
Missouri
$404K -$95.8K -214 -20%
SIC
2592
SJS Investment Consulting
Ohio
$404K +$40.3K +90 +12%
NWA
2593
Navis Wealth Advisors
New York
$402K +$448 +1 +0.1%
LK
2594
Lumbard & Kellner
New Hampshire
$402K -$13.4K -30 -3%
FPGT
2595
Financial Partners Group (Tennessee)
Tennessee
$401K +$3.13K +7 +0.8%
SKK
2596
Shepherd Kaplan Krochuk
Massachusetts
$400K +$20.6K +46 +6%
WA
2597
WealthTrust Axiom
Pennsylvania
$400K – – –
TFA
2598
Tobias Financial Advisors
Florida
$398K – – –
POIA
2599
Pin Oak Investment Advisors
Texas
$398K – – –
JWM
2600
JPL Wealth Management
Colorado
$398K +$372K +832 New
102 103
104
105 106