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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
DFA
2601
Delta Financial Advisors
Louisiana
$581K +$3.89K +7 +0.7%
PAM
2602
Peninsula Asset Management
Florida
$581K – – –
MPCG
2603
Matrix Private Capital Group
New York
$579K -$5K -9 -0.9%
MSFP
2604
Mark Sheptoff Financial Planning
Connecticut
$578K +$41.1K +74 +8%
FSA
2605
Financial Security Advisor
Virginia
$577K +$1.67K +3 +0.3%
GG
2606
Gleason Group
Kentucky
$577K +$1.11K +2 +0.2%
DA
2607
Dash Acquisitions
California
$576K – – –
UBV
2608
United Bank (Virginia)
Virginia
$575K – – –
CPC
2609
Consolidated Planning Corp
Georgia
$575K – – –
FA
2610
Fiduciary Alliance
South Carolina
$574K -$13.3K -24 -2%
SPWG
2611
Sage Private Wealth Group
Illinois
$574K -$30.6K -55 -5%
ESBC
2612
E.S. Barr & Co
Kentucky
$572K +$117K +211 +27%
SP
2613
Stonebrook Private
Michigan
$572K +$1.67K +3 +0.3%
GLR
2614
Great Lakes Retirement
Ohio
$567K -$308K -554 -36%
CSB
2615
City State Bank
Iowa
$566K -$21.7K -39 -4%
CWM
2616
Compass Wealth Management
Connecticut
$565K -$55.6K -100 -9%
PIA
2617
Petredis Investment Advisors
Pennsylvania
$564K +$544K +978 New
CA
2618
Cambridge Advisors
Nebraska
$561K – – –
FNT
2619
First Nebraska Trust
Nebraska
$561K – – –
MGWA
2620
Monument Group Wealth Advisors
Massachusetts
$561K +$37.3K +67 +7%
HAIM
2621
Hunter Associates Investment Management
Pennsylvania
$559K – – –
BB
2622
Bell Bank
North Dakota
$551K +$32.2K +58 +6%
JSC
2623
Jackson Square Capital
California
$551K +$281K +506 +113%
RFN
2624
Redwood Financial Network
Ohio
$551K +$78.4K +141 +17%
HHAA
2625
Henry H. Armstrong Associates
Pennsylvania
$549K – – –
103 104
105
106 107