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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
MF
3026
Manuka Financial
Virginia
$791K – – –
JPG
3027
Jordan Park Group
California
$790K +$183K +269 +30%
AWA
3028
AmeriServ Wealth Advisors
Pennsylvania
$790K – – –
HBT
3029
Hills Bank & Trust
Iowa
$789K +$105K +155 +16%
BF
3030
Blankinship & Foster
California
$789K – – –
LWM
3031
LJI Wealth Management
Indiana
$788K +$144K +212 +23%
FAM
3032
Fenimore Asset Management
New York
$788K -$34K -50 -4%
SFP
3033
Strategic Financial Planning
Texas
$787K – – –
OL
3034
one8zero8 LLC
North Carolina
$785K +$679 +1 +0.1%
CWA
3035
Clearview Wealth Advisors
Oregon
$784K -$679 -1 -0.1%
SFS
3036
Sharp Financial Services
Pennsylvania
$784K +$4.75K +7 +0.6%
ST
3037
Somerset Trust
Pennsylvania
$782K – – –
RCM
3038
Radnor Capital Management
Pennsylvania
$780K – – –
SC
3039
Slow Capital
California
$780K -$11.5K -17 -1%
PIP
3040
Peachtree Investment Partners
Florida
$779K -$338K -498 -30%
TWD
3041
True Wealth Design
Ohio
$777K +$20.4K +30 +3%
PS
3042
Pinney & Scofield
Massachusetts
$777K – – –
FVWA
3043
Foster Victor Wealth Advisors
South Carolina
$776K +$38.7K +57 +5%
CA
3044
Centennial Advisors
Texas
$774K +$767K +1,130 New
BW
3045
Balance Wealth
Ohio
$774K +$74.7K +110 +11%
SIAP
3046
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$773K +$421K +620 +122%
BZWA
3047
Blue Zone Wealth Advisors
California
$773K +$365K +538 +91%
AAA
3048
Andrews Advisory Associates
Hawaii
$773K +$766K +1,128 New
FRA
3049
Front Row Advisors
California
$766K -$32.6K -48 -4%
GC
3050
Glenorchy Capital
Australia
$766K – – –
120 121
122
123 124