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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
PIP
2601
Peachtree Investment Partners
Florida
$217K -$892K -1,995 -80%
BB
2602
Bell Bank
North Dakota
$216K – – –
PCMM
2603
Piedmont Capital Management (Montana)
Montana
$216K +$8.5K +19 +4%
FVWA
2604
Foster Victor Wealth Advisors
South Carolina
$216K +$224K +501 New
JWBC
2605
John W. Brooker & Co
California
$216K – – –
VCM
2606
Verde Capital Management
Michigan
$216K +$4.47K +10 +2%
SC
2607
Schulhoff & Co
Ohio
$216K – – –
HIS
2608
Horizon Investment Services
Indiana
$215K – – –
LB
2609
Legacy Bridge
Iowa
$215K – – –
SW
2610
SMART Wealth
Nebraska
$214K +$223K +499 New
ZCM
2611
Ziegler Capital Management
Illinois
$213K – – –
HIA
2612
HTG Investment Advisors
Connecticut
$213K -$76.5K -171 -26%
EB
2613
Exchange Bank
California
$212K -$65.3K -146 -23%
LRWA
2614
Long Run Wealth Advisors
New York
$212K +$2.68K +6 +1%
FFIC
2615
First Fiduciary Investment Counsel
Ohio
$212K -$2.24K -5 -1%
NCM
2616
Noesis Capital Mangement
Florida
$211K -$12.1K -27 -5%
SPI
2617
Sutton Place Investors
New York
$211K -$115K -258 -34%
LS
2618
Leelyn Smith
Illinois
$211K +$220K +491 New
NA
2619
Nordwand Advisors
Pennsylvania
$210K – – –
SIC
2620
Samalin Investment Counsel
New York
$210K +$218K +488 New
DBRC
2621
D.B. Root & Company
Pennsylvania
$209K +$3.13K +7 +1%
OPOWM
2622
One Plus One Wealth Management
Florida
$209K – – –
RCA
2623
Ranch Capital Advisors
Florida
$208K -$895 -2 -0.4%
GF
2624
Goodman Financial
Texas
$207K -$23.3K -52 -10%
FS
2625
Ferguson Shapiro
Georgia
$207K -$15.7K -35 -7%
103 104
105
106 107