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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
ARMC
2551
American Research & Management Company
Massachusetts
$44K – – –
LWA
2552
Lowe Wealth Advisors
Maryland
$44K – – –
PIA
2553
Powell Investment Advisors
Florida
$44K – – –
DFC
2554
DB Fitzpatrick & Co
Idaho
$41K – – –
TCM
2555
Tradewinds Capital Management
Washington
$39K – – –
CYG
2556
Clean Yield Group
Vermont
$39K +$33.5K +75 +625%
TFA
2557
Toth Financial Advisory
Virginia
$37K +$23.7K +53 +189%
LIA
2558
LS Investment Advisors
Michigan
$36K – – –
MCA
2559
Maryland Capital Advisors
Maryland
$34K – – –
TC
2560
Tacita Capital
Ontario, Canada
$34K +$33.5K +75 New
BCM
2561
Blume Capital Management
California
$29K -$29.5K -66 -50%
MAM
2562
McCarthy Asset Management
California
$24K – – –
PK
2563
Pflug Koory
Nebraska
$24K – – –
GCM
2564
Gables Capital Management
Florida
$23K – – –
CT
2565
Clearstead Trust
Maine
$22K -$6.07M -13,580 -98%
FMP
2566
Financial Management Professionals
Texas
$21K -$13.9M -31,074 -100%
AWM
2567
Aspire Wealth Management
Massachusetts
$21K -$983K -2,199 -98%
SFG
2568
Steward Financial Group
Texas
$21K – – –
ASBI
2569
American State Bank (Iowa)
Iowa
$20.9K – – –
GP
2570
Greenline Partners
New York
$20K – – –
PCFFS
2571
Pacific Center for Financial Services
California
$20K – – –
DB
2572
Dravo Bay
Delaware
$20K +$19.7K +44 New
FFA
2573
Fairfield Financial Advisors
Massachusetts
$19.7K +$19.2K +43 New
TVWM
2574
Tower View Wealth Management
Wisconsin
$17K +$447 +1 +3%
SFCL
2575
Strengthening Families & Communities LLC
Massachusetts
$15K – – –
101 102
103
104 105