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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
2801
Allied Investment Advisors
Montana
$396K +$381K +686 New
MSS
2802
Mitchell Sinkler & Starr
Pennsylvania
$396K – – –
NCM
2803
Neumann Capital Management
California
$395K – – –
NG
2804
NWK Group
California
$395K – – –
EA
2805
Ellsworth Advisors
Ohio
$395K +$1.11K +2 +0.3%
BCA
2806
Ballentine Capital Advisors
South Carolina
$391K -$15K -27 -4%
LIA
2807
Lynx Investment Advisory
District of Columbia
$388K +$1.67K +3 +0.4%
AP
2808
Americana Partners
Texas
$387K -$335K -602 -47%
SRA
2809
Secured Retirement Advisors
Minnesota
$387K – – –
CJ
2810
Caitlin John
Michigan
$387K +$32.2K +58 +10%
BCM
2811
BluePath Capital Management
Georgia
$386K -$96.2K -173 -21%
JLBC
2812
J.L. Bainbridge & Co
Florida
$386K – – –
WCM
2813
Westend Capital Management
California
$385K +$232K +417 +166%
FCM
2814
Fogel Capital Management
Florida
$384K – – –
KOMWMG
2815
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$384K +$10K +18 +3%
SAM
2816
Seelaus Asset Management
New Jersey
$384K -$13.9K -25 -4%
FA
2817
FSA Advisors
Michigan
$382K +$44.5K +80 +13%
CPRC
2818
Consolidated Portfolio Review Corp
New York
$382K -$39.5K -71 -10%
SBIA
2819
Sheaff Brock Investment Advisors
Indiana
$382K +$35K +63 +11%
WN
2820
Williams & Novak
California
$380K +$41.7K +75 +13%
CP
2821
Castleview Partners
Texas
$380K -$93.4K -168 -20%
BWM
2822
BlackDiamond Wealth Management
New York
$377K -$73.4K -132 -17%
WIC
2823
Wilkins Investment Counsel
Massachusetts
$375K – – –
IC
2824
Innealta Capital
Texas
$374K -$57.3K -103 -14%
FVWA
2825
Foster Victor Wealth Advisors
South Carolina
$371K -$81.2K -146 -19%
111 112
113
114 115