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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
FFG
2326
Frisch Financial Group
New York
$1.54M +$571K +995 +67%
BTW
2327
Boston Trust Walden
Massachusetts
$1.54M -$71.8K -125 -5%
SAM
2328
Smithbridge Asset Management
Pennsylvania
$1.54M -$265K -461 -16%
SI
2329
Saxon Interests
Texas
$1.54M – – –
RFG
2330
Range Financial Group
Oregon
$1.54M +$4.59K +8 +0.3%
AFG
2331
ABLE Financial Group
Arizona
$1.54M +$66.6K +116 +5%
GWA
2332
Geometric Wealth Advisors
District of Columbia
$1.54M +$32.2K +56 +2%
BC
2333
Burney Company
Virginia
$1.54M +$118K +205 +9%
PSC
2334
Prentiss Smith & Co
Vermont
$1.54M – – –
VCP
2335
Vista Capital Partners
Oregon
$1.53M -$27K -47 -2%
WA
2336
Westfuller Advisors
New York
$1.53M -$122K -212 -8%
SCM
2337
Sheridan Capital Management
California
$1.52M +$1.41M +2,447 New
CPSC
2338
Carl P. Sherr & Co
Massachusetts
$1.52M -$12.1K -21 -0.9%
EI
2339
Ellevest Inc
New York
$1.52M -$225K -391 -14%
STCOSD
2340
Sageworth Trust Company of South Dakota
South Dakota
$1.52M +$655K +1,140 +88%
CCA
2341
Cora Capital Advisors
New Jersey
$1.51M -$238K -415 -15%
FA
2342
Fedenia Advisers
Wisconsin
$1.51M -$1.4M -2,430 -50%
W
2343
Wealthquest
Ohio
$1.51M +$181K +315 +15%
TLA
2344
Tanglewood Legacy Advisors
Texas
$1.5M -$63.2K -110 -4%
HFS
2345
Haverford Financial Services
Pennsylvania
$1.5M – – –
TWA
2346
Talisman Wealth Advisors
New Jersey
$1.49M +$102K +178 +8%
CWM
2347
CIBC World Markets
New York
$1.49M +$4.02K +7 +0.3%
CAAS
2348
Capital Asset Advisory Services
Michigan
$1.49M +$469K +816 +52%
PAW
2349
Plan A Wealth
Nebraska
$1.49M +$396K +690 +40%
SFA
2350
Seneca Financial Advisors
New York
$1.49M +$1.72K +3 +0.1%
92 93
94
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