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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
VPF
3401
Vantage Point Financial
Illinois
$446K +$2.72K +4 +0.6%
SWK
3402
Stephen W. Kidder
$445K – – –
EFG
3403
Elm3 Financial Group
Georgia
$445K -$164K -242 -27%
NC
3404
NewSquare Capital
Pennsylvania
$445K -$55.7K -82 -11%
HA
3405
Hegarty Advisors
New York
$443K +$439K +647 New
FA
3406
Fullerton Advisors
California
$442K +$438K +645 New
BCM
3407
BluePath Capital Management
Georgia
$442K +$25.1K +37 +6%
CMP
3408
Coston McIsaac & Partners
Maine
$440K -$50.3K -74 -10%
AWA
3409
A4 Wealth Advisors
North Carolina
$440K -$181K -267 -29%
GDP
3410
Great Diamond Partners
Maine
$440K -$3.4K -5 -0.8%
SFG
3411
SageGuard Financial Group
Tennessee
$439K +$435K +641 New
PWM
3412
Prentice Wealth Management
New York
$438K – – –
BCA
3413
Ballentine Capital Advisors
South Carolina
$437K – – –
SSA
3414
Shepherd Street Advisors
California
$435K +$431K +635 New
MCP
3415
Mirador Capital Partners
California
$434K +$67.9K +100 +19%
LFA
3416
Lauterbach Financial Advisors
Texas
$434K – – –
DOA
3417
D'Orazio & Associates
Virginia
$433K – – –
APW
3418
Aurora Private Wealth
New Jersey
$433K +$430K +633 New
SWM
3419
Steinberganna Wealth Management
New York
$431K +$1.36K +2 +0.3%
IWM
3420
IMG Wealth Management
Florida
$429K +$164K +242 +63%
KHCM
3421
Kirtland Hills Capital Management
Ohio
$429K – – –
SPI
3422
Sutton Place Investors
New York
$429K -$41.4K -61 -9%
SA
3423
SoundView Advisors
Washington
$428K +$425K +626 New
FTA
3424
Financial & Tax Architects
Missouri
$428K -$25.8K -38 -6%
PCA
3425
Purkiss Capital Advisors
Connecticut
$426K +$54.3K +80 +15%
135 136
137
138 139