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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
GFG
1201
Goldstone Financial Group
Illinois
$6.89M +$1.01M +2,254 +19%
I2I
1202
Insight 2811 Inc
Illinois
$6.87M +$682K +1,523 +12%
EFH
1203
Eaton Financial Holdings
Florida
$6.87M +$480K +1,072 +8%
CP
1204
Coho Partners
Pennsylvania
$6.85M +$6.42M +14,338 New
DIM
1205
Delta Investment Management
California
$6.81M +$2.57M +5,743 +67%
DA
1206
Doliver Advisors
Texas
$6.79M -$31.3K -70 -0.5%
BFS
1207
Bare Financial Services
Pennsylvania
$6.77M +$6.34M +14,173 New
BBWP
1208
Beacon Bridge Wealth Partners
Pennsylvania
$6.75M +$679K +1,517 +12%
NPP
1209
New Potomac Partners
Maryland
$6.73M +$1.34K +3 +0%
CWS
1210
Confluence Wealth Services
Pennsylvania
$6.72M +$3.26M +7,279 +107%
CD
1211
Chapin Davis
Maryland
$6.71M +$149K +334 +2%
SGK
1212
Steigerwald Gordon & Koch
Virginia
$6.71M +$284K +634 +5%
TSWM
1213
Tyler-Stone Wealth Management
Ohio
$6.69M +$418K +933 +7%
NG
1214
NatWest Group
United Kingdom
$6.68M – – –
RP
1215
Riverbridge Partners
Minnesota
$6.67M +$5.09M +11,361 +438%
CPC
1216
Congress Park Capital
New York
$6.63M +$1.62M +3,613 +35%
KC
1217
Kingfisher Capital
North Carolina
$6.61M +$3.13K +7 +0.1%
AAS
1218
Annex Advisory Services
Wisconsin
$6.61M +$540K +1,206 +10%
FFG
1219
Foundry Financial Group
New Hampshire
$6.61M +$6.19M +13,830 New
APG
1220
Abacus Planning Group
South Carolina
$6.6M +$7.16K +16 +0.1%
TPI
1221
Trust Point Inc
Wisconsin
$6.58M +$6.16M +13,771 New
SMI
1222
Shelter Mutual Insurance
Missouri
$6.57M – – –
FPCG
1223
Forum Private Client Group
Indiana
$6.55M +$6.14M +13,716 New
LIA
1224
LifePlan Investment Advisors
North Carolina
$6.5M +$1.2M +2,689 +25%
TFS
1225
Thoroughbred Financial Services
Tennessee
$6.47M +$287K +641 +5%
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