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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
LIM
3201
Letson Investment Management
Georgia
$343K – – –
SSWM
3202
Strait & Sound Wealth Management
California
$343K – – –
RSS
3203
Rosenblum Silverman Sutton
California
$341K -$10.7K -18 -3%
VRM
3204
Vectors Research Management
New York
$340K -$29K -49 -8%
CMAI
3205
Capital Management Associates Inc
Minnesota
$340K +$592 +1 +0.2%
PA
3206
Probity Advisors
Texas
$338K -$22.5K -38 -6%
OFG
3207
Orcam Financial Group
California
$338K – – –
DOA
3208
D'Orazio & Associates
Virginia
$338K +$16K +27 +5%
BCM
3209
Buckhead Capital Management
Georgia
$338K – – –
APW
3210
Aventura Private Wealth
Florida
$338K +$340K +574 New
SFGP
3211
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$337K +$339K +573 New
SWM
3212
Sendero Wealth Management
Texas
$337K +$123K +208 +57%
BMM
3213
Berkshire Money Management
Massachusetts
$336K +$339K +572 New
FH
3214
Financial Harvest
Florida
$336K +$338K +571 New
MC
3215
Matisse Capital
Oregon
$335K – – –
SWM
3216
SFG Wealth Management
Maryland
$335K -$18.9K -32 -5%
APW
3217
Axim Planning & Wealth
Ohio
$333K -$20.1K -34 -6%
CCA
3218
Checchi Capital Advisers
California
$333K – – –
FA
3219
Financial Alternatives
California
$333K – – –
HWA
3220
Hillcrest Wealth Advisors
New Jersey
$333K – – –
KOMWMG
3221
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$333K -$59.2K -100 -15%
RWM
3222
Revisor Wealth Management
Ohio
$333K -$559K -944 -63%
SC
3223
Schiavi & Co
Delaware
$332K – – –
FVWA
3224
Foster Victor Wealth Advisors
South Carolina
$332K -$52.1K -88 -14%
TBT
3225
Texas Bank & Trust
Texas
$331K +$333K +563 New
127 128
129
130 131