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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
VIPI
3601
Vista Investment Partners II
Indiana
$315K – – –
ZAM
3602
Zevin Asset Management
Massachusetts
$315K – – –
XWM
3603
Xcel Wealth Management
Florida
$311K -$2.73K -4 -0.8%
TCM
3604
Tradewinds Capital Management
Washington
$310K +$683 +1 +0.2%
FMB
3605
Field & Main Bank
Kentucky
$310K -$369K -540 -53%
CIG
3606
Cairn Investment Group
Washington
$310K – – –
AIC
3607
Argus Investors Counsel
New York
$310K -$7.51K -11 -2%
SRB
3608
Shotwell Rutter Baer
Michigan
$310K +$12.3K +18 +4%
SFG
3609
SevenBridge Financial Group
Pennsylvania
$309K – – –
SWIG
3610
Strategic Wealth Investment Group
Kentucky
$308K +$683 +1 +0.2%
MWP
3611
Meredith Wealth Planning
Illinois
$307K +$683 +1 +0.2%
IA
3612
IFG Advisors
Missouri
$307K -$10.2K -15 -3%
PFA
3613
Perryman Financial Advisory
Texas
$306K +$683 +1 +0.2%
CWA
3614
CJM Wealth Advisers
Virginia
$306K +$15.7K +23 +5%
CFGSD
3615
Compass Financial Group (South Dakota)
South Dakota
$306K -$15K -22 -4%
HP
3616
HT Partners
Connecticut
$306K – – –
MWM
3617
Mittelman Wealth Management
Massachusetts
$305K +$319K +467 New
LAA
3618
Liberty Atlantic Advisors
Texas
$304K -$8.19K -12 -3%
NI
3619
Natural Investments
California
$303K – – –
OWM
3620
Opes Wealth Management
California
$302K – – –
TCTWM
3621
Three Cord True Wealth Management
Pennsylvania
$301K +$15K +22 +5%
ICCON
3622
Investment Counsel Company of Nevada
Nevada
$301K -$1.33M -1,953 -81%
RPA
3623
Redwood Park Advisors
California
$301K +$683 +1 +0.2%
HI
3624
Hoey Investments
Pennsylvania
$300K – – –
CCM
3625
Ciovacco Capital Management
Georgia
$300K – – –
143 144
145
146 147