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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
1751
Tufton Capital Management
Maryland
$4.04M +$144K +244 +4%
RF
1752
RHS Financial
California
$4.04M -$124K -210 -3%
SJIM
1753
St. Johns Investment Management
Florida
$4.04M -$36.7K -62 -0.9%
CL
1754
CIM LLC
New York
$4.02M +$6.51K +11 +0.2%
CAM
1755
Carret Asset Management
New York
$4.02M -$22.5K -38 -0.6%
ZIM
1756
Zacks Investment Management
Illinois
$4.02M +$64.5K +109 +2%
KCP
1757
Kera Capital Partners
California
$4M +$4.02M +6,794 New
SAI
1758
Savvy Advisors Inc
New York
$3.99M +$878K +1,484 +28%
IA
1759
Insight Advisors
Pennsylvania
$3.99M – – –
RBC
1760
Romano Brothers & Co
Illinois
$3.99M +$114K +192 +3%
HKIMG
1761
Hutchens & Kramer Investment Management Group
Indiana
$3.98M -$917K -1,550 -19%
CFO
1762
Colony Family Offices
North Carolina
$3.97M +$532K +899 +15%
HIM
1763
Hanlon Investment Management
New Jersey
$3.96M -$720K -1,217 -15%
FC
1764
Forte Capital
New York
$3.95M -$192K -324 -5%
LSA
1765
Lion Street Advisors
Texas
$3.95M +$212K +358 +6%
LFP
1766
Leeward Financial Partners
Washington
$3.95M +$144K +243 +4%
HP
1767
Holistic Planning
Texas
$3.95M -$140K -236 -3%
WSA
1768
Warm Springs Advisors
California
$3.92M +$3.94M +6,663 New
OFG
1769
Opulen Financial Group
Virginia
$3.92M +$3.94M +6,656 New
HA
1770
Helium Advisors
Washington
$3.92M +$3.94M +6,654 New
SCG
1771
Sonata Capital Group
Washington
$3.91M +$4.14K +7 +0.1%
SPWM
1772
Straight Path Wealth Management
Michigan
$3.91M +$17.2K +29 +0.4%
MAMG
1773
Milestone Asset Management Group
Connecticut
$3.9M +$3.92M +6,631 New
RWPA
1774
Richard W. Paul & Associates
Michigan
$3.9M -$66.3K -112 -2%
HCM
1775
Harvey Capital Management
Florida
$3.9M – – –
69 70
71
72 73