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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
APS
2501
American Planning Services
Florida
$201K +$194K +421 New
DIP
2502
DT Investment Partners
Pennsylvania
$201K +$194K +422 New
DSAM
2503
Dock Street Asset Management
Florida
$200K +$194K +420 New
MIM
2504
MTM Investment Management
South Carolina
$197K -$19.8K -43 -9%
MAWCM
2505
Mine & Arao Wealth Creation & Management
California
$197K – – –
FFC
2506
First Financial Corp
Indiana
$197K +$13.4K +29 +8%
IF
2507
Integrity Financial
Wyoming
$193K +$187K +405 New
CFN
2508
Cordasco Financial Network
Florida
$186K – – –
AWM
2509
Atticus Wealth Management
Florida
$184K – – –
VNA
2510
Valley National Advisers
Pennsylvania
$173K – – –
AA
2511
AlphaMark Advisors
Kentucky
$169K +$74.2K +161 +83%
IBOK
2512
Independence Bank of Kentucky
Kentucky
$163K -$461 -1 -0.3%
AWM
2513
Accel Wealth Management
Iowa
$161K +$7.37K +16 +5%
FCG
2514
Financial Connections Group
California
$157K +$153K +331 New
CH
2515
Canton Hathaway
Rhode Island
$156K – – –
CBT
2516
CoreFirst Bank & Trust
Kansas
$153K – – –
VCM
2517
Versant Capital Management
Arizona
$149K – – –
LFA
2518
Level Financial Advisors
New York
$147K +$142K +309 New
RWM
2519
Raffa Wealth Management
District of Columbia
$143K -$13.8K -30 -9%
BC
2520
Barnett & Company
Tennessee
$143K -$18.4K -40 -12%
WA
2521
WestEnd Advisors
North Carolina
$140K +$135K +294 New
MAM
2522
Mystic Asset Management
Rhode Island
$135K +$131K +285 New
RF
2523
Robbins Farley
New Hampshire
$134K – – –
SPA
2524
Shore Point Advisors
New Jersey
$134K +$129K +280 New
PWM
2525
Provident Wealth Management
Tennessee
$133K -$67.7K -147 -35%
99 100
101
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