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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
DK
2776
David Kennon
Florida
$267K -$64.9K -145 -21%
HIA
2777
HTG Investment Advisors
Connecticut
$266K +$27.8K +62 +13%
OA
2778
Oxbow Advisors
Texas
$266K +$249K +556 New
MCG
2779
McCollum Christoferson Group
New York
$265K -$20.1K -45 -8%
ICM
2780
Intrepid Capital Management
Florida
$265K -$11.6K -26 -4%
BWL
2781
Beacon Wealthcare LLC
North Carolina
$265K – – –
SAM
2782
SP Asset Management
California
$265K +$448 +1 +0.2%
CCB
2783
Cutter & Co Brokerage
Missouri
$265K +$1.34K +3 +0.5%
TNAM
2784
Terra Nova Asset Management
New York
$264K +$1.79K +4 +0.7%
AAIM
2785
Asset Advisors Investment Management
Georgia
$263K -$147K -329 -37%
CPA
2786
Capital Planning Advisors
California
$262K +$13.9K +31 +6%
JWM
2787
JFG Wealth Management
Colorado
$261K – – –
SIC
2788
Samalin Investment Counsel
New York
$261K +$25.5K +57 +12%
SAI
2789
Systematic Alpha Investments
New Jersey
$260K – – –
IA
2790
IMZ Advisory
Florida
$260K +$231K +517 New
ORC
2791
O'Rourke & Company
Massachusetts
$259K -$2.69K -6 -1%
BAM
2792
Byrne Asset Management
New Jersey
$259K – – –
CVA
2793
Central Valley Advisors
California
$258K +$242K +540 New
BIA
2794
Benchmark Investment Advisors
Illinois
$258K -$30.4K -68 -11%
MRCM
2795
M&R Capital Management
New Jersey
$257K -$157K -351 -39%
SAM
2796
SignalPoint Asset Management
Missouri
$255K – – –
NFW
2797
Noble Family Wealth
Florida
$255K – – –
CAM
2798
Chesapeake Asset Management
New York
$255K -$60.4K -135 -20%
FFA
2799
Frazier Financial Advisors
Ohio
$254K +$239K +533 New
PMG
2800
Private Management Group
California
$254K -$35.8K -80 -13%
110 111
112
113 114