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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
MVA
3501
Mount Vernon Associates
Maryland
$386K +$68.6K +101 +22%
APA
3502
Astoria Portfolio Advisors
New York
$385K -$107K -157 -22%
MIFH
3503
Migdal Insurance & Financial Holdings
Israel
$385K -$1.24M -1,824 -76%
KFS
3504
Kaizen Financial Strategies
California
$385K – – –
AC
3505
Attessa Capital
Arizona
$383K – – –
EAN
3506
Excelsior Advisor Network
Colorado
$383K +$380K +559 New
AGP
3507
Aspire Growth Partners
Florida
$382K +$1.36K +2 +0.4%
BFWM
3508
Bright Futures Wealth Management
New York
$382K +$29.2K +43 +8%
RA
3509
Rockingstone Advisors
Massachusetts
$382K +$378K +557 New
RB
3510
Richmond Brothers
Michigan
$381K – – –
SAM
3511
Seelaus Asset Management
New Jersey
$380K -$16.3K -24 -4%
MWM
3512
Maltin Wealth Management
New Jersey
$380K -$6.79K -10 -2%
LCM
3513
Leisure Capital Management
California
$379K -$10.9K -16 -3%
WIC
3514
Wilkins Investment Counsel
Massachusetts
$377K – – –
CNC
3515
Citizens & Northern Corp
Pennsylvania
$377K +$25.8K +38 +7%
HWMG
3516
Hurlow Wealth Management Group
Indiana
$377K +$134K +198 +56%
MCM
3517
Mill Capital Management
North Carolina
$377K +$204K +300 +120%
TWM
3518
TCFG Wealth Management
California
$377K -$14.3K -21 -4%
AWP
3519
Abacus Wealth Partners
California
$374K – – –
PWA
3520
Primoris Wealth Advisors
Florida
$374K +$95.7K +141 +35%
TBT
3521
Texas Bank & Trust
Texas
$373K – – –
GWM
3522
Grand Wealth Management
Michigan
$373K +$1.36K +2 +0.4%
CCM
3523
Cambridge Capital Management
Illinois
$373K -$4.75K -7 -1%
SAI
3524
Systematic Alpha Investments
New Jersey
$373K – – –
DWAM
3525
Duncan Williams Asset Management
Tennessee
$372K +$679 +1 +0.2%
139 140
141
142 143