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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
SI
2576
Stonekeep Investments
New Mexico
$616K +$80.1K +144 +16%
SHWM
2577
Smith & Howard Wealth Management
Georgia
$615K -$79.5K -143 -12%
HPIA
2578
Hamilton Point Investment Advisors
North Carolina
$615K – – –
MAM
2579
Milestone Asset Management
Pennsylvania
$615K +$556 +1 +0.1%
MP
2580
McDonald Partners
Ohio
$609K +$79K +142 +16%
IPW
2581
Impact Partnership Wealth
Georgia
$609K -$256K -460 -30%
MIM
2582
Marco Investment Management
Georgia
$606K – – –
BWP
2583
Barlow Wealth Partners
Kentucky
$606K +$99.5K +179 +20%
NLP
2584
Next Level Private
New York
$606K +$1.11K +2 +0.2%
SMA
2585
Seven Mile Advisory
New Jersey
$600K – – –
HFS
2586
Haverford Financial Services
Pennsylvania
$600K – – –
HGA
2587
Hobbs Group Advisors
South Carolina
$597K +$45K +81 +8%
CFAM
2588
Center For Asset Management
Florida
$597K +$2.22K +4 +0.4%
SHA
2589
Seneca House Advisors
Virginia
$595K +$19.5K +35 +4%
DW30
2590
Drucker Wealth 3.0
New Jersey
$595K -$155K -279 -21%
XT
2591
XTX Topco
Cayman Islands
$594K +$573K +1,030 New
DAM
2592
Delta Asset Management
Tennessee
$594K – – –
RWS
2593
Resolute Wealth Strategies
Mississippi
$592K +$556 +1 +0.1%
MFG
2594
Monte Financial Group
Connecticut
$592K -$9.45K -17 -2%
GFWA
2595
Grey Fox Wealth Advisors
Delaware
$592K -$27.2K -49 -5%
KCFA
2596
Key Client Fiduciary Advisors
New Jersey
$592K -$6.12K -11 -1%
MLL
2597
Moody Lynn & Lieberson
Massachusetts
$590K – – –
SOAG
2598
Silver Oak Advisory Group
Oregon
$587K – – –
KFS
2599
Kaizen Financial Strategies
California
$586K +$556 +1 +0.1%
NPFS
2600
Novak & Powell Financial Services
Florida
$586K -$65.1K -117 -10%
102 103
104
105 106