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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
3126
American Capital Advisory
Idaho
$386K – – –
SA
3127
SoundView Advisors
Washington
$385K +$6.89K +12 +2%
SFG
3128
SevenBridge Financial Group
Pennsylvania
$384K -$22.4K -39 -6%
PEA
3129
Park Edge Advisors
Ohio
$384K -$35.6K -62 -9%
FDW
3130
Fourth Dimension Wealth
Ohio
$384K – – –
BW
3131
Balance Wealth
Ohio
$381K +$29.9K +52 +9%
IWP
3132
Invenio Wealth Partners
Florida
$381K – – –
LIA
3133
Lynx Investment Advisory
District of Columbia
$381K +$1.15K +2 +0.3%
WKSWA
3134
White Knight Strategic Wealth Advisors
New Jersey
$381K -$4.02K -7 -1%
LKIM
3135
Lawson Kroeker Investment Management
Nebraska
$380K – – –
BWL
3136
Beacon Wealthcare LLC
North Carolina
$380K +$5.17K +9 +1%
IIA
3137
IPG Investment Advisors
California
$379K -$12.6K -22 -3%
PD
3138
Planning Directions
Pennsylvania
$379K -$68.3K -119 -16%
BCM
3139
BluePath Capital Management
Georgia
$377K – – –
LK
3140
Lumbard & Kellner
New Hampshire
$376K -$41.3K -72 -11%
BF
3141
Brogan Financial
Tennessee
$376K +$1.15K +2 +0.3%
MCG
3142
McCollum Christoferson Group
New York
$376K – – –
KA
3143
Kearns & Associates
California
$376K – – –
SC
3144
Schiavi & Co
Delaware
$376K – – –
HIS
3145
Horizon Investment Services
Indiana
$375K – – –
FLA
3146
Financial Life Advisors
Texas
$374K – – –
VCM
3147
Verde Capital Management
Michigan
$374K -$22.4K -39 -6%
WN
3148
Williams & Novak
California
$373K – – –
NCM
3149
Neumann Capital Management
California
$373K -$48.8K -85 -12%
CBOR
3150
Community Bank of Raymore
Missouri
$373K – – –
124 125
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