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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
3151
Sawgrass Asset Management
Florida
$440K +$14.8K +23 +4%
SFG
3152
Synergy Financial Group
California
$440K -$1.93K -3 -0.5%
HWM
3153
Hassell Wealth Management
Louisiana
$440K – – –
PC
3154
Promus Capital
Illinois
$439K – – –
HP
3155
Hilltop Partners
Indiana
$438K -$42.5K -66 -9%
PAM
3156
Palisade Asset Management
Minnesota
$438K +$53.5K +83 +15%
KMC
3157
Kirr Marbach & Co
Indiana
$438K +$421K +654 New
TPW
3158
TL Private Wealth
Texas
$436K +$644 +1 +0.2%
KWM
3159
Kiker Wealth Management
Georgia
$435K +$16.7K +26 +4%
SWK
3160
Stephen W. Kidder
$435K -$32.2K -50 -7%
VPF
3161
Vantage Point Financial
Illinois
$433K -$12.2K -19 -3%
GDP
3162
Great Diamond Partners
Maine
$433K – – –
CCC
3163
Compass Capital Corp
Massachusetts
$432K +$407K +632 New
BLFG
3164
Brian Low Financial Group
Louisiana
$430K +$93.4K +145 +29%
AMM
3165
American Money Management
California
$430K +$10.9K +17 +3%
PWM
3166
Prentice Wealth Management
New York
$428K +$36.1K +56 +10%
BCA
3167
Ballentine Capital Advisors
South Carolina
$427K – – –
CCA
3168
Checchi Capital Advisers
California
$427K +$46.4K +72 +13%
LFA
3169
Lauterbach Financial Advisors
Texas
$424K – – –
DOA
3170
D'Orazio & Associates
Virginia
$423K – – –
SWM
3171
Steinberganna Wealth Management
New York
$421K +$404K +628 New
HOWA
3172
Heritage Oak Wealth Advisors
Florida
$420K +$54.1K +84 +15%
VDI
3173
Vaughan David Investments
Illinois
$420K +$147K +229 +57%
KHCM
3174
Kirtland Hills Capital Management
Ohio
$419K – – –
SFS
3175
Security Financial Services
Indiana
$419K -$1.93K -3 -0.5%
125 126
127
128 129