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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
UAS
3401
United Asset Strategies
New York
$216K +$5.32K +9 +2%
MIM
3402
Merrion Investment Management
New Jersey
$215K – – –
FIC
3403
Family Investment Center
Missouri
$214K +$17.1K +29 +8%
GBWM
3404
Granite Bay Wealth Management
New Hampshire
$214K +$3.54K +6 +2%
NC
3405
NBW Capital
Massachusetts
$214K -$2.36K -4 -1%
NPA
3406
Nichols & Pratt Advisers
Massachusetts
$212K +$16.5K +28 +8%
4A
3407
4Wealth Advisors
Illinois
$211K – – –
MF
3408
Manchester Financial
California
$211K +$221K +375 New
DF
3409
DecisionPoint Financial
Arizona
$209K – – –
MNA
3410
Manning & Napier Advisors
New York
$209K +$220K +372 New
RA
3411
Rise Advisors
New York
$208K +$22.4K +38 +11%
EM
3412
ELCO Management
New York
$207K -$5.91K -10 -3%
WCM
3413
Wallace Capital Management
Texas
$207K +$217K +368 New
AFM
3414
Abbot Financial Management
Massachusetts
$207K – – –
AA
3415
AJ Advisors
Tennessee
$206K +$591 +1 +0.3%
AIM
3416
Anchor Investment Management
South Carolina
$206K -$19.5K -33 -8%
EFP
3417
EnRich Financial Partners
Wisconsin
$206K -$4.13K -7 -2%
PMSA
3418
Patrick M. Sweeney & Associates
Illinois
$205K – – –
LG
3419
LaFleur & Godfrey
Michigan
$205K – – –
LTI
3420
Laffer Tengler Investments
Tennessee
$205K +$215K +364 New
MFG
3421
Midwest Financial Group
Kansas
$204K – – –
OC
3422
Opinicus Capital
Florida
$203K +$591 +1 +0.3%
HHRDM
3423
H&H Retirement Design & Management
Nevada
$203K – – –
CCP
3424
Carmel Capital Partners
California
$202K – – –
AIMA
3425
Ables Iannone Moore & Associates
Georgia
$202K +$213K +360 New
135 136
137
138 139