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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
KCM
2626
Kathmere Capital Management
Pennsylvania
$207K -$13.9K -31 -6%
VNA
2627
Valley National Advisers
Pennsylvania
$204K -$6.71K -15 -3%
SGC
2628
Slocum, Gordon & Co
Rhode Island
$204K – – –
FPIS
2629
Financial Planning & Information Services
Wisconsin
$203K -$119K -267 -36%
MTC
2630
Matrix Trust Company
Colorado
$203K +$73.4K +164 +53%
AIA
2631
Alera Investment Advisors
Illinois
$203K – – –
RCM
2632
Radnor Capital Management
Pennsylvania
$202K +$210K +470 New
PFA
2633
Petra Financial Advisors
Colorado
$202K – – –
HP
2634
HT Partners
Connecticut
$201K – – –
MHR
2635
Matthew Hamilton Rosenberg
$199K +$447 +1 +0.2%
MAWCM
2636
Mine & Arao Wealth Creation & Management
California
$198K – – –
MSFP
2637
Mark Sheptoff Financial Planning
Connecticut
$196K +$137K +307 +207%
BCM
2638
Blume Capital Management
California
$193K +$201K +450 New
EG
2639
Ellerson Group
Maryland
$193K -$65.8K -147 -25%
MM
2640
Main Management
California
$191K – – –
AIM
2641
Anchor Investment Management
South Carolina
$183K +$60.4K +135 +46%
CCP
2642
Carmel Capital Partners
California
$181K -$1.79K -4 -0.9%
VNIM
2643
Vaughan Nelson Investment Management
Texas
$178K – – –
HCM
2644
Hillman Capital Management
Maryland
$171K – – –
SIM
2645
Strategic Investment Management
Virginia
$170K – – –
GWM
2646
Grand Wealth Management
Michigan
$167K -$23.3K -52 -12%
WA
2647
WestEnd Advisors
North Carolina
$162K +$169K +378 New
RAM
2648
Riggs Asset Management
Pennsylvania
$161K +$15.7K +35 +10%
CICI
2649
Capital Investment Counsel Inc
North Carolina
$156K -$43.4K -97 -21%
DAC
2650
Dividend Assets Capital
South Carolina
$153K -$40.3K -90 -20%
104 105
106
107 108