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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
FMB
2551
Field & Main Bank
Kentucky
$75K – – –
BFG
2552
Baron Financial Group
New Jersey
$74.4K – – –
HNWAG
2553
High Net Worth Advisory Group
Florida
$74K +$71.4K +155 New
RTC
2554
Riverview Trust Company
Washington
$72K – – –
PCTC
2555
Perkins Coie Trust Company
Washington
$71K – – –
CWA
2556
Carolina Wealth Advisors
South Carolina
$68K – – –
MTWM
2557
Masso Torrence Wealth Management
New Jersey
$67K +$64.5K +140 New
BCM
2558
Blume Capital Management
California
$62K – – –
IPW
2559
IronBridge Private Wealth
Texas
$60K +$55.8K +121 +3,025%
SFC
2560
SYM Financial Corp
Indiana
$59K – – –
S
2561
Surevest
California
$57K +$54.8K +119 New
CNBTD
2562
Citizens National Bank Trust Department
Mississippi
$57K +$55.3K +120 New
HNWA
2563
Henrickson Nauta Wealth Advisors
Michigan
$56K +$58.1K +126 New
ATC
2564
Adirondack Trust Company
New York
$54K – – –
GTAM
2565
Global Trust Asset Management
Florida
$54K – – –
KC
2566
Knuff & Co
California
$52K -$34.6K -75 -41%
GWM
2567
Grand Wealth Management
Michigan
$52K +$50.2K +109 New
HCP
2568
Hexagon Capital Partners
Arkansas
$51K -$51.6K -112 -51%
HFM
2569
Hartford Financial Management
Connecticut
$51K – – –
RPCONE
2570
Retirement Planning Company of New England
Rhode Island
$51K +$49.8K +108 New
MCM
2571
Mill Capital Management
North Carolina
$50K +$48.4K +105 New
PIP
2572
Peachtree Investment Partners
Florida
$48K -$922 -2 -2%
HFA
2573
HC Financial Advisors
California
$48K +$36.4K +79 +376%
CAM
2574
Costello Asset Management
Pennsylvania
$47K – – –
PIA
2575
Powell Investment Advisors
Florida
$47K +$45.2K +98 New
101 102
103
104 105