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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
PIM
2726
Penobscot Investment Management
Massachusetts
$462K – – –
SWK
2727
Stephen W. Kidder
$461K -$27.8K -50 -6%
ECM
2728
Elgethun Capital Management
South Dakota
$460K +$556 +1 +0.1%
SPWG
2729
Syntegra Private Wealth Group
Missouri
$460K – – –
BI
2730
Beckerman Institutional
New Jersey
$459K +$443K +796 New
PA
2731
Prism Advisors
California
$457K – – –
WW
2732
Westshore Wealth
California
$455K – – –
GWANC
2733
Guardian Wealth Advisors (North Carolina)
North Carolina
$452K +$23.4K +42 +6%
PFA
2734
Petra Financial Advisors
Colorado
$451K +$8.34K +15 +2%
DPW
2735
DiNuzzo Private Wealth
Pennsylvania
$450K -$14.5K -26 -3%
QFA
2736
Quantum Financial Advisors
California
$449K – – –
CFS
2737
CGC Financial Services
Oregon
$448K +$22.2K +40 +5%
MCP
2738
Mirador Capital Partners
California
$448K +$556 +1 +0.1%
HVIA
2739
Hudson Valley Investment Advisors
New York
$447K -$19.5K -35 -4%
PGF
2740
Plan Group Financial
Oklahoma
$444K -$62.3K -112 -13%
MCIA
2741
Mountain Capital Investment Advisors
Colorado
$444K -$92.9K -167 -18%
LK
2742
Lumbard & Kellner
New Hampshire
$442K -$25K -45 -6%
WAM
2743
WealthTrust Asset Management
Florida
$442K +$556 +1 +0.1%
CAM
2744
Columbia Asset Management
Michigan
$442K – – –
PWH
2745
Priebe Wealth Holdings
Minnesota
$442K – – –
PAWA
2746
Palo Alto Wealth Advisors
California
$441K +$1.67K +3 +0.4%
VBA
2747
von Borstel & Associates
Oregon
$441K +$425K +765 New
RCP
2748
Rothschild Capital Partners
New York
$440K +$1.11K +2 +0.3%
ORC
2749
O'Rourke & Company
Massachusetts
$440K +$12.2K +22 +3%
OFP
2750
OLIO Financial Planning
Virginia
$440K – – –
108 109
110
111 112