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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
HIGP
2726
Hill Investment Group Partners
Missouri
$463K – – –
MKA
2727
M. Kulyk & Associates
Georgia
$463K -$1.67K -3 -0.4%
FA
2728
Fagan Associates
New York
$463K – – –
PIM
2729
Penobscot Investment Management
Massachusetts
$462K – – –
SWK
2730
Stephen W. Kidder
$461K -$27.8K -50 -6%
ECM
2731
Elgethun Capital Management
South Dakota
$460K +$556 +1 +0.1%
SPWG
2732
Syntegra Private Wealth Group
Missouri
$460K – – –
BI
2733
Beckerman Institutional
New Jersey
$459K +$443K +796 New
PA
2734
Prism Advisors
California
$457K – – –
WW
2735
Westshore Wealth
California
$455K – – –
GWANC
2736
Guardian Wealth Advisors (North Carolina)
North Carolina
$452K +$23.4K +42 +6%
PFA
2737
Petra Financial Advisors
Colorado
$451K +$8.34K +15 +2%
DPW
2738
DiNuzzo Private Wealth
Pennsylvania
$450K -$14.5K -26 -3%
QFA
2739
Quantum Financial Advisors
California
$449K – – –
CFS
2740
CGC Financial Services
Oregon
$448K +$22.2K +40 +5%
MCP
2741
Mirador Capital Partners
California
$448K +$556 +1 +0.1%
HVIA
2742
Hudson Valley Investment Advisors
New York
$447K -$19.5K -35 -4%
PGF
2743
Plan Group Financial
Oklahoma
$444K -$62.3K -112 -13%
MCIA
2744
Mountain Capital Investment Advisors
Colorado
$444K -$92.9K -167 -18%
LK
2745
Lumbard & Kellner
New Hampshire
$442K -$25K -45 -6%
WAM
2746
WealthTrust Asset Management
Florida
$442K +$556 +1 +0.1%
CAM
2747
Columbia Asset Management
Michigan
$442K – – –
PWH
2748
Priebe Wealth Holdings
Minnesota
$442K – – –
PAWA
2749
Palo Alto Wealth Advisors
California
$441K +$1.67K +3 +0.4%
VBA
2750
von Borstel & Associates
Oregon
$441K +$425K +765 New
108 109
110
111 112