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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
SFGP
2451
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$1.84M +$1.47M +2,168 +414%
RBC
2452
Roble Belko & Company
Pennsylvania
$1.84M – – –
CA
2453
Cortland Associates
Missouri
$1.83M +$458K +674 +34%
EWP
2454
Evergreen Wealth Partners
Montana
$1.83M +$1.82M +2,674 New
HOWA
2455
Hudson Oak Wealth Advisory
New Jersey
$1.83M +$1.82M +2,674 New
CW
2456
Code Waechter
Florida
$1.83M +$129K +190 +8%
NWA
2457
Navis Wealth Advisors
New York
$1.83M -$30.6K -45 -2%
RA
2458
RoundAngle Advisors
New Jersey
$1.83M +$270K +397 +18%
GWA
2459
Geometric Wealth Advisors
District of Columbia
$1.82M -$25.8K -38 -1%
CKAIS
2460
Christensen King & Associates Investment Services
Washington
$1.82M +$17.7K +26 +1%
VDC
2461
Van Diest Capital
Iowa
$1.82M +$1.8M +2,650 New
IFWM
2462
Institute for Wealth Management
Colorado
$1.81M +$18.3K +27 +1%
CIS
2463
Continental Investors Services
Washington
$1.81M -$477K -702 -21%
CCWP
2464
Cedar Cove Wealth Partners
Minnesota
$1.81M +$1.8M +2,645 New
CI
2465
Ceera Investments
Texas
$1.81M -$1.76M -2,592 -50%
WAS
2466
Wealth Advisory Solutions
Indiana
$1.81M +$51.6K +76 +3%
KLCM
2467
KG&L Capital Management
Louisiana
$1.8M +$679 +1 +0%
LAM
2468
Lakewood Asset Management
Illinois
$1.8M -$76.7K -113 -4%
FWP
2469
Family Wealth Partners
North Carolina
$1.8M – – –
RFP
2470
Root Financial Partners
California
$1.79M +$319K +470 +22%
DWP
2471
Destiny Wealth Partners
Florida
$1.79M -$130K -191 -7%
TA
2472
TruWealth Advisors
Louisiana
$1.79M +$1.12M +1,650 +173%
AFO
2473
Allie Family Office
Florida
$1.78M – – –
AI
2474
Axiom Investors
Connecticut
$1.78M -$67.9K -100 -4%
HFS
2475
Haverford Financial Services
Pennsylvania
$1.78M +$40.7K +60 +2%
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