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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
SI
2451
Saxon Interests
Texas
$1.86M -$29.2K -43 -2%
HIM
2452
Hanlon Investment Management
New Jersey
$1.86M -$58.4K -86 -3%
AFAS
2453
Acorn Financial Advisory Services
Virginia
$1.85M +$170K +250 +10%
KPP
2454
Kings Path Partners
Texas
$1.85M -$8.83K -13 -0.5%
SCM
2455
Sheridan Capital Management
California
$1.85M +$136K +200 +8%
SFGP
2456
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$1.84M +$1.47M +2,168 +414%
RBC
2457
Roble Belko & Company
Pennsylvania
$1.84M – – –
CA
2458
Cortland Associates
Missouri
$1.83M +$458K +674 +34%
EWP
2459
Evergreen Wealth Partners
Montana
$1.83M +$1.82M +2,674 New
HOWA
2460
Hudson Oak Wealth Advisory
New Jersey
$1.83M +$1.82M +2,674 New
CW
2461
Code Waechter
Florida
$1.83M +$129K +190 +8%
NWA
2462
Navis Wealth Advisors
New York
$1.83M -$30.6K -45 -2%
RA
2463
RoundAngle Advisors
New Jersey
$1.83M +$270K +397 +18%
GWA
2464
Geometric Wealth Advisors
District of Columbia
$1.82M -$25.8K -38 -1%
CKAIS
2465
Christensen King & Associates Investment Services
Washington
$1.82M +$17.7K +26 +1%
VDC
2466
Van Diest Capital
Iowa
$1.82M +$1.8M +2,650 New
IFWM
2467
Institute for Wealth Management
Colorado
$1.81M +$18.3K +27 +1%
CIS
2468
Continental Investors Services
Washington
$1.81M -$477K -702 -21%
CCWP
2469
Cedar Cove Wealth Partners
Minnesota
$1.81M +$1.8M +2,645 New
CI
2470
Ceera Investments
Texas
$1.81M -$1.76M -2,592 -50%
WAS
2471
Wealth Advisory Solutions
Indiana
$1.81M +$51.6K +76 +3%
KLCM
2472
KG&L Capital Management
Louisiana
$1.8M +$679 +1 +0%
LAM
2473
Lakewood Asset Management
Illinois
$1.8M -$76.7K -113 -4%
FWP
2474
Family Wealth Partners
North Carolina
$1.8M – – –
RFP
2475
Root Financial Partners
California
$1.79M +$319K +470 +22%
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