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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
HAS
3401
Horizon Advisory Services
New York
$218K – – –
NI
3402
Natural Investments
California
$218K – – –
2L
3403
25 LLC
Missouri
$217K +$229K +387 New
6F
3404
626 Financial
Michigan
$217K – – –
PAM
3405
Pegasus Asset Management
New York
$216K -$4.13K -7 -2%
UAS
3406
United Asset Strategies
New York
$216K +$5.32K +9 +2%
MIM
3407
Merrion Investment Management
New Jersey
$215K – – –
FIC
3408
Family Investment Center
Missouri
$214K +$17.1K +29 +8%
GBWM
3409
Granite Bay Wealth Management
New Hampshire
$214K +$3.54K +6 +2%
NC
3410
NBW Capital
Massachusetts
$214K -$2.36K -4 -1%
NPA
3411
Nichols & Pratt Advisers
Massachusetts
$212K +$16.5K +28 +8%
4A
3412
4Wealth Advisors
Illinois
$211K – – –
MF
3413
Manchester Financial
California
$211K +$221K +375 New
DF
3414
DecisionPoint Financial
Arizona
$209K – – –
MNA
3415
Manning & Napier Advisors
New York
$209K +$220K +372 New
RA
3416
Rise Advisors
New York
$208K +$22.4K +38 +11%
EM
3417
ELCO Management
New York
$207K -$5.91K -10 -3%
WCM
3418
Wallace Capital Management
Texas
$207K +$217K +368 New
AFM
3419
Abbot Financial Management
Massachusetts
$207K – – –
AA
3420
AJ Advisors
Tennessee
$206K +$591 +1 +0.3%
AIM
3421
Anchor Investment Management
South Carolina
$206K -$19.5K -33 -8%
EFP
3422
EnRich Financial Partners
Wisconsin
$206K -$4.13K -7 -2%
PMSA
3423
Patrick M. Sweeney & Associates
Illinois
$205K – – –
LG
3424
LaFleur & Godfrey
Michigan
$205K – – –
LTI
3425
Laffer Tengler Investments
Tennessee
$205K +$215K +364 New
135 136
137
138 139