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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
IPW
3451
Inlet Private Wealth
Florida
$263K +$253K +393 New
PWM
3452
Partners Wealth Management
California
$263K -$30.3K -47 -11%
SCM
3453
Stordahl Capital Management
Colorado
$262K – – –
VP
3454
Verisail Partners
Georgia
$260K -$44.4K -69 -15%
HAS
3455
Horizon Advisory Services
New York
$260K – – –
6F
3456
626 Financial
Michigan
$259K – – –
HCWM
3457
Hidden Cove Wealth Management
Washington
$259K +$249K +387 New
DBIA
3458
Dumont & Blake Investment Advisors
New Jersey
$258K -$3.22K -5 -1%
AMG
3459
Advisors Management Group
Wisconsin
$258K -$20.6K -32 -8%
IWM
3460
IMG Wealth Management
Florida
$258K +$5.15K +8 +2%
MIM
3461
Merrion Investment Management
New Jersey
$256K – – –
KWA
3462
Kellett Wealth Advisors
Ohio
$254K +$32.2K +50 +15%
TDC
3463
Thompson Davis & Co
Virginia
$254K – – –
CF
3464
Claris Financial
Virginia
$253K +$243K +378 New
ACM
3465
Altrius Capital Management
North Carolina
$253K -$25.1K -39 -9%
BBA
3466
Braun-Bostich & Associates
Pennsylvania
$253K -$12.2K -19 -5%
DWG
3467
Darden Wealth Group
Michigan
$253K +$243K +377 New
NPA
3468
Nichols & Pratt Advisers
Massachusetts
$252K – – –
4A
3469
4Wealth Advisors
Illinois
$252K +$644 +1 +0.3%
PF
3470
Prosperitas Financial
California
$251K -$12.9K -20 -5%
VNIM
3471
Vaughan Nelson Investment Management
Texas
$251K -$12.9K -20 -5%
MDCM
3472
Morgan Dempsey Capital Management
Wisconsin
$251K – – –
FFIC
3473
First Fiduciary Investment Counsel
Ohio
$248K -$30.3K -47 -11%
AA
3474
AJ Advisors
Tennessee
$247K +$644 +1 +0.3%
WCM
3475
Wallace Capital Management
Texas
$247K – – –
137 138
139
140 141