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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
UAG
2176
United Advisor Group
Ohio
$1.97M -$376K -655 -17%
FL
2177
FreeGulliver LLC
Louisiana
$1.97M +$188K +328 +12%
TF
2178
Theory Financial
Colorado
$1.96M +$35K +61 +2%
PA
2179
PSI Advisors
Florida
$1.96M -$83.8K -146 -4%
LFG
2180
Lazard Frères Gestion
France
$1.96M – – –
RA
2181
Rodgers & Associates
Pennsylvania
$1.94M +$309K +539 +21%
JMFC
2182
J.M. Forbes & Co
Massachusetts
$1.94M – – –
NFP
2183
Narus Financial Partners
Utah
$1.94M -$2.87K -5 -0.2%
CAI
2184
Capital Advisors Inc
Oklahoma
$1.94M -$184K -321 -9%
HA
2185
Huntleigh Advisors
Missouri
$1.94M -$14.4K -25 -0.8%
BCMLT
2186
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.93M -$158K -275 -8%
SW
2187
SlateStone Wealth
Florida
$1.93M -$73.5K -128 -4%
BEW
2188
Burton Enright Welch
California
$1.93M +$1.01M +1,757 +129%
TWP
2189
Triad Wealth Partners
Kansas
$1.92M +$45.9K +80 +3%
RWM
2190
Raffa Wealth Management
District of Columbia
$1.92M -$78.7K -137 -4%
JWWM
2191
Johnson & White Wealth Management
Pennsylvania
$1.92M +$12.6K +22 +0.7%
FWM
2192
Fingerlakes Wealth Management
New York
$1.92M +$1.72K +3 +0.1%
KCM
2193
Kornitzer Capital Management
Kansas
$1.91M – – –
MA
2194
MJP Associates
Connecticut
$1.91M +$277K +482 +19%
SIC
2195
SFE Investment Counsel
California
$1.91M -$2.26M -3,935 -56%
EFG
2196
Ehrlich Financial Group
California
$1.91M -$102K -177 -5%
JWM
2197
JFG Wealth Management
Colorado
$1.91M -$574 -1 -0%
HL
2198
HeadInvest LLC
Maine
$1.91M -$311K -542 -15%
PP
2199
Patron Partners
Texas
$1.91M +$437K +761 +33%
KAM
2200
KEB Asset Management
Illinois
$1.9M – – –
86 87
88
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