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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
HIM
2326
Hanlon Investment Management
New Jersey
$1.55M -$1.11M -1,938 -44%
SPWM
2327
Spartan Planning & Wealth Management
North Carolina
$1.54M +$358K +624 +33%
CW
2328
Code Waechter
Florida
$1.54M -$379K -660 -21%
FFG
2329
Frisch Financial Group
New York
$1.54M +$571K +995 +67%
BTW
2330
Boston Trust Walden
Massachusetts
$1.54M -$71.8K -125 -5%
SAM
2331
Smithbridge Asset Management
Pennsylvania
$1.54M -$265K -461 -16%
SI
2332
Saxon Interests
Texas
$1.54M – – –
RFG
2333
Range Financial Group
Oregon
$1.54M +$4.59K +8 +0.3%
AFG
2334
ABLE Financial Group
Arizona
$1.54M +$66.6K +116 +5%
GWA
2335
Geometric Wealth Advisors
District of Columbia
$1.54M +$32.2K +56 +2%
BC
2336
Burney Company
Virginia
$1.54M +$118K +205 +9%
PSC
2337
Prentiss Smith & Co
Vermont
$1.54M – – –
VCP
2338
Vista Capital Partners
Oregon
$1.53M -$27K -47 -2%
WA
2339
Westfuller Advisors
New York
$1.53M -$122K -212 -8%
SCM
2340
Sheridan Capital Management
California
$1.52M +$1.41M +2,447 New
CPSC
2341
Carl P. Sherr & Co
Massachusetts
$1.52M -$12.1K -21 -0.9%
EI
2342
Ellevest Inc
New York
$1.52M -$225K -391 -14%
STCOSD
2343
Sageworth Trust Company of South Dakota
South Dakota
$1.52M +$655K +1,140 +88%
CCA
2344
Cora Capital Advisors
New Jersey
$1.51M -$238K -415 -15%
FA
2345
Fedenia Advisers
Wisconsin
$1.51M -$1.4M -2,430 -50%
W
2346
Wealthquest
Ohio
$1.51M +$181K +315 +15%
TLA
2347
Tanglewood Legacy Advisors
Texas
$1.5M -$63.2K -110 -4%
HFS
2348
Haverford Financial Services
Pennsylvania
$1.5M – – –
TWA
2349
Talisman Wealth Advisors
New Jersey
$1.49M +$102K +178 +8%
CWM
2350
CIBC World Markets
New York
$1.49M +$4.02K +7 +0.3%
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