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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
HI
3351
Hoey Investments
Pennsylvania
$308K – – –
MIM
3352
MTM Investment Management
South Carolina
$307K – – –
CCM
3353
Ciovacco Capital Management
Georgia
$307K +$296K +459 New
YWM
3354
Yardley Wealth Management
Pennsylvania
$307K – – –
RPA
3355
Redwood Park Advisors
California
$306K +$644 +1 +0.2%
MWM
3356
Mittelman Wealth Management
Massachusetts
$306K -$13.5K -21 -4%
RWS
3357
Rochester Wealth Strategies
Michigan
$305K +$644 +1 +0.2%
CIA
3358
Cascade Investment Advisors
Oregon
$304K +$292K +454 New
SFG
3359
SevenBridge Financial Group
Pennsylvania
$304K -$98.5K -153 -26%
CH
3360
Canton Hathaway
Rhode Island
$303K – – –
LWM
3361
Level Wealth Management
North Carolina
$303K -$36.7K -57 -11%
BPW
3362
BLVD Private Wealth
Kentucky
$303K -$6.44K -10 -2%
FWSM
3363
First Wilshire Securities Management
California
$303K – – –
OPTFSNA
3364
Old Point Trust & Financial Services N A
Virginia
$303K – – –
TWP
3365
Tower Wealth Partners
Pennsylvania
$303K +$9.02K +14 +3%
FI
3366
Financial Insights
Washington
$303K +$25.8K +40 +10%
TNAM
3367
Terra Nova Asset Management
New York
$302K +$644 +1 +0.2%
CPCP
3368
Cedar Point Capital Partners
Iowa
$302K – – –
CA
3369
CV Advisors
Florida
$302K – – –
EG
3370
Ellerson Group
Maryland
$301K – – –
AG
3371
Advocate Group
Minnesota
$301K – – –
FBC
3372
Fairfield, Bush & Co
Connecticut
$301K – – –
SJL
3373
Shayne & Jacobs LLC
Tennessee
$301K – – –
BIM
3374
Breakwater Investment Management
Washington
$301K – – –
FNBSF
3375
First National Bank Sioux Falls
South Dakota
$301K – – –
133 134
135
136 137