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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
3151
Palisade Asset Management
Minnesota
$438K +$53.5K +83 +15%
KMC
3152
Kirr Marbach & Co
Indiana
$438K +$421K +654 New
TPW
3153
TL Private Wealth
Texas
$436K +$644 +1 +0.2%
KWM
3154
Kiker Wealth Management
Georgia
$435K +$16.7K +26 +4%
SWK
3155
Stephen W. Kidder
$435K -$32.2K -50 -7%
VPF
3156
Vantage Point Financial
Illinois
$433K -$12.2K -19 -3%
GDP
3157
Great Diamond Partners
Maine
$433K – – –
CCC
3158
Compass Capital Corp
Massachusetts
$432K +$407K +632 New
BLFG
3159
Brian Low Financial Group
Louisiana
$430K +$93.4K +145 +29%
AMM
3160
American Money Management
California
$430K +$10.9K +17 +3%
PWM
3161
Prentice Wealth Management
New York
$428K +$36.1K +56 +10%
BCA
3162
Ballentine Capital Advisors
South Carolina
$427K – – –
CCA
3163
Checchi Capital Advisers
California
$427K +$46.4K +72 +13%
LFA
3164
Lauterbach Financial Advisors
Texas
$424K – – –
DOA
3165
D'Orazio & Associates
Virginia
$423K – – –
SWM
3166
Steinberganna Wealth Management
New York
$421K +$404K +628 New
HOWA
3167
Heritage Oak Wealth Advisors
Florida
$420K +$54.1K +84 +15%
VDI
3168
Vaughan David Investments
Illinois
$420K +$147K +229 +57%
KHCM
3169
Kirtland Hills Capital Management
Ohio
$419K – – –
SFS
3170
Security Financial Services
Indiana
$419K -$1.93K -3 -0.5%
MAWAG
3171
Mid-American Wealth Advisory Group
Missouri
$417K +$29.6K +46 +8%
ACA
3172
American Capital Advisory
Idaho
$416K – – –
AIM
3173
Alhambra Investment Management
Florida
$416K +$30.3K +47 +8%
DSAM
3174
Dock Street Asset Management
Florida
$416K +$110K +171 +38%
DA
3175
Dover Advisors
Virginia
$415K -$12.9K -20 -3%
125 126
127
128 129