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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
DOA
2851
D'Orazio & Associates
Virginia
$299K +$288K +547 New
SAI
2852
Systematic Alpha Investments
New Jersey
$298K – – –
ACA
2853
American Capital Advisory
Idaho
$297K – – –
VDI
2854
Vaughan David Investments
Illinois
$297K -$57.3K -109 -17%
SWP
2855
ShoreHaven Wealth Partners
New Jersey
$297K +$1.58K +3 +0.6%
PHS
2856
Pekin Hardy Strauss
Illinois
$295K -$55.2K -105 -16%
SRB
2857
Shotwell Rutter Baer
Michigan
$295K -$8.94K -17 -3%
WIP
2858
WealthCare Investment Partners
Rhode Island
$295K +$5.78K +11 +2%
HTIM
2859
Harbour Trust & Investment Management
Indiana
$293K -$127K -241 -31%
NFW
2860
Noble Family Wealth
Florida
$292K – – –
SJL
2861
Shayne & Jacobs LLC
Tennessee
$292K +$38.4K +73 +16%
SAMC
2862
Spectrum Asset Management (California)
California
$288K -$1.58K -3 -0.6%
CCB
2863
Cutter & Co Brokerage
Missouri
$288K -$15.8K -30 -5%
OHWA
2864
Oak Hill Wealth Advisors
Virginia
$288K +$277K +526 New
XWM
2865
Xcel Wealth Management
Florida
$286K -$1.05K -2 -0.4%
CGF
2866
Constant Guidance Financial
Massachusetts
$286K +$13.7K +26 +5%
RCA
2867
Riverview Capital Advisers
Massachusetts
$286K – – –
EB
2868
Exchange Bank
California
$284K +$13.7K +26 +5%
TA
2869
TFG Advisers
Michigan
$283K -$24.7K -47 -8%
HHWM
2870
Hiley Hunt Wealth Management
Nebraska
$283K +$526 +1 +0.2%
PAM
2871
Pegasus Asset Management
New York
$282K +$271K +516 New
MHR
2872
Matthew Hamilton Rosenberg
$282K +$52.6K +100 +24%
RFS
2873
Richardson Financial Services
Massachusetts
$280K -$14.2K -27 -5%
EFP
2874
EnRich Financial Partners
Wisconsin
$279K +$526 +1 +0.2%
VAM
2875
Vienna Asset Management
California
$279K +$526 +1 +0.2%
113 114
115
116 117