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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
LIA
3426
Lynx Investment Advisory
District of Columbia
$404K +$1.37K +2 +0.3%
SG
3427
Stanich Group
New York
$403K +$86.7K +127 +26%
SA
3428
SoundView Advisors
Washington
$402K -$7.51K -11 -2%
SIM
3429
Samara Investment Management
Oregon
$402K +$420K +615 New
IWP
3430
Invenio Wealth Partners
Florida
$401K – – –
SRA
3431
Secured Retirement Advisors
Minnesota
$400K +$419K +613 New
CA
3432
Carson Advisory
Georgia
$400K +$14.3K +21 +4%
BF
3433
Brogan Financial
Tennessee
$399K -$6.83K -10 -2%
SP
3434
Stonebrook Private
Michigan
$399K -$237K -347 -36%
TFA
3435
TrustWell Financial Advisors
Florida
$397K – – –
PFA
3436
Presper Financial Architects
Ohio
$397K +$18.4K +27 +5%
PEA
3437
Park Edge Advisors
Ohio
$396K +$26.6K +39 +7%
SFP
3438
Strategic Financial Planning
Texas
$396K -$333K -487 -42%
KA
3439
Kearns & Associates
California
$395K – – –
HIS
3440
Horizon Investment Services
Indiana
$394K – – –
AWP
3441
Abacus Wealth Partners
California
$394K +$38.9K +57 +10%
HIW
3442
Holos Integrated Wealth
Pennsylvania
$392K +$404K +592 New
SWK
3443
Stephen W. Kidder
$392K -$34.1K -50 -8%
CBOR
3444
Community Bank of Raymore
Missouri
$392K – – –
NCM
3445
Neumann Capital Management
California
$392K – – –
SCM
3446
Shelton Capital Management
Colorado
$392K +$410K +600 New
IB
3447
Intrust Bank
Kansas
$391K – – –
AWA
3448
Acorn Wealth Advisors
Michigan
$389K -$104K -152 -20%
HEM
3449
Henson-Edgewater Management
Ohio
$387K -$18.4K -27 -4%
AFS
3450
AFG Fiduciary Services
Massachusetts
$387K – – –
136 137
138
139 140