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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
6F
3451
626 Financial
Michigan
$259K – – –
HCWM
3452
Hidden Cove Wealth Management
Washington
$259K +$249K +387 New
DBIA
3453
Dumont & Blake Investment Advisors
New Jersey
$258K -$3.22K -5 -1%
AMG
3454
Advisors Management Group
Wisconsin
$258K -$20.6K -32 -8%
IWM
3455
IMG Wealth Management
Florida
$258K +$5.15K +8 +2%
MIM
3456
Merrion Investment Management
New Jersey
$256K – – –
KWA
3457
Kellett Wealth Advisors
Ohio
$254K +$32.2K +50 +15%
TDC
3458
Thompson Davis & Co
Virginia
$254K – – –
CF
3459
Claris Financial
Virginia
$253K +$243K +378 New
ACM
3460
Altrius Capital Management
North Carolina
$253K -$25.1K -39 -9%
BBA
3461
Braun-Bostich & Associates
Pennsylvania
$253K -$12.2K -19 -5%
DWG
3462
Darden Wealth Group
Michigan
$253K +$243K +377 New
NPA
3463
Nichols & Pratt Advisers
Massachusetts
$252K – – –
4A
3464
4Wealth Advisors
Illinois
$252K +$644 +1 +0.3%
PF
3465
Prosperitas Financial
California
$251K -$12.9K -20 -5%
VNIM
3466
Vaughan Nelson Investment Management
Texas
$251K -$12.9K -20 -5%
MDCM
3467
Morgan Dempsey Capital Management
Wisconsin
$251K – – –
FFIC
3468
First Fiduciary Investment Counsel
Ohio
$248K -$30.3K -47 -11%
AA
3469
AJ Advisors
Tennessee
$247K +$644 +1 +0.3%
WCM
3470
Wallace Capital Management
Texas
$247K – – –
DFG
3471
Dupree Financial Group
Kentucky
$246K +$7.73K +12 +3%
RA
3472
Rise Advisors
New York
$246K -$4.51K -7 -2%
AFM
3473
Abbot Financial Management
Massachusetts
$246K – – –
ICP
3474
Ironvine Capital Partners
Nebraska
$246K +$1.29K +2 +0.5%
FF
3475
Farnam Financial
Arizona
$246K +$644 +1 +0.3%
137 138
139
140 141