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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
DFC
2551
DB Fitzpatrick & Co
Idaho
$41K – – –
TCM
2552
Tradewinds Capital Management
Washington
$39K – – –
CYG
2553
Clean Yield Group
Vermont
$39K +$33.5K +75 +625%
TFA
2554
Toth Financial Advisory
Virginia
$37K +$23.7K +53 +189%
LIA
2555
LS Investment Advisors
Michigan
$36K – – –
MCA
2556
Maryland Capital Advisors
Maryland
$34K – – –
TC
2557
Tacita Capital
Ontario, Canada
$34K +$33.5K +75 New
BCM
2558
Blume Capital Management
California
$29K -$29.5K -66 -50%
MAM
2559
McCarthy Asset Management
California
$24K – – –
PK
2560
Pflug Koory
Nebraska
$24K – – –
GCM
2561
Gables Capital Management
Florida
$23K – – –
CT
2562
Clearstead Trust
Maine
$22K -$6.07M -13,580 -98%
FMP
2563
Financial Management Professionals
Texas
$21K -$13.9M -31,074 -100%
AWM
2564
Aspire Wealth Management
Massachusetts
$21K -$983K -2,199 -98%
SFG
2565
Steward Financial Group
Texas
$21K – – –
ASBI
2566
American State Bank (Iowa)
Iowa
$20.9K – – –
GP
2567
Greenline Partners
New York
$20K – – –
PCFFS
2568
Pacific Center for Financial Services
California
$20K – – –
DB
2569
Dravo Bay
Delaware
$20K +$19.7K +44 New
FFA
2570
Fairfield Financial Advisors
Massachusetts
$19.7K +$19.2K +43 New
TVWM
2571
Tower View Wealth Management
Wisconsin
$17K +$447 +1 +3%
SFCL
2572
Strengthening Families & Communities LLC
Massachusetts
$15K – – –
M1FG
2573
Mach-1 Financial Group
Arkansas
$14K – – –
HCM
2574
Highlander Capital Management
New Jersey
$11K – – –
BLC
2575
Brown, Lisle/Cummings
Rhode Island
$9.98K -$33.5K -75 -77%
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103
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