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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
3426
IMG Wealth Management
Florida
$429K +$164K +242 +63%
KHCM
3427
Kirtland Hills Capital Management
Ohio
$429K – – –
SPI
3428
Sutton Place Investors
New York
$429K -$41.4K -61 -9%
SA
3429
SoundView Advisors
Washington
$428K +$425K +626 New
FTA
3430
Financial & Tax Architects
Missouri
$428K -$25.8K -38 -6%
PCA
3431
Purkiss Capital Advisors
Connecticut
$426K +$54.3K +80 +15%
ACA
3432
American Capital Advisory
Idaho
$426K – – –
BF
3433
Brogan Financial
Tennessee
$425K +$2.04K +3 +0.5%
JLBC
3434
J.L. Bainbridge & Co
Florida
$425K -$102K -150 -19%
DA
3435
Dover Advisors
Virginia
$425K – – –
VDI
3436
Vaughan David Investments
Illinois
$424K -$6.11K -9 -1%
HIC
3437
Hamrick Investment Counsel
Washington
$424K +$420K +619 New
HEM
3438
Henson-Edgewater Management
Ohio
$424K +$420K +619 New
LIA
3439
Lynx Investment Advisory
District of Columbia
$423K +$1.36K +2 +0.3%
AFA
3440
Alpha Financial Advisors
North Carolina
$422K +$39.4K +58 +10%
IGGA
3441
Iron Gate Global Advisors
Utah
$422K +$134K +197 +47%
IWP
3442
Invenio Wealth Partners
Florida
$421K – – –
PC
3443
Permanens Capital
New York
$421K +$13.6K +20 +3%
RCP
3444
Rothschild Capital Partners
New York
$418K -$233K -343 -36%
ONSWM
3445
Old North State Wealth Management
North Carolina
$417K +$2.72K +4 +0.7%
TFA
3446
TrustWell Financial Advisors
Florida
$416K +$413K +608 New
IIA
3447
IPG Investment Advisors
California
$416K – – –
SFS
3448
Security Financial Services
Indiana
$416K -$12.9K -19 -3%
MCG
3449
McCollum Christoferson Group
New York
$414K – – –
KA
3450
Kearns & Associates
California
$414K -$679 -1 -0.2%
136 137
138
139 140