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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
3776
Marotta Asset Management
Virginia
$244K -$146K -215 -38%
PWA
3777
Portus Wealth Advisors
North Carolina
$243K -$36K -53 -13%
FDDB
3778
Fidelity D&D Bancorp
Pennsylvania
$242K – – –
FF
3779
Farnam Financial
Arizona
$242K -$9.51K -14 -4%
IA
3780
IF Advisors
Texas
$242K +$240K +353 New
NI
3781
NDVR Inc
Massachusetts
$241K – – –
WA
3782
Wealthstar Advisors
Texas
$240K -$478K -704 -67%
BBA
3783
Braun-Bostich & Associates
Pennsylvania
$240K -$19K -28 -7%
BSAM
3784
Blue Square Asset Management
New York
$240K – – –
DWG
3785
Darden Wealth Group
Michigan
$239K -$19K -28 -7%
PF
3786
Phoenix Financial
Israel
$239K – – –
MA
3787
McGrath & Associates
North Carolina
$237K +$10.9K +16 +5%
TSS
3788
Two Sigma Securities
New York
$237K -$765K -1,127 -77%
LCGC
3789
Legacy Capital Group California
California
$237K – – –
BFA
3790
Brown Financial Advisors
Ohio
$236K +$3.4K +5 +1%
CAP
3791
Columbia Advisory Partners
Washington
$236K – – –
IWA
3792
Independent Wealth Advisors
North Carolina
$236K +$234K +344 New
BAG
3793
Bridgewealth Advisory Group
California
$235K +$10.2K +15 +5%
VAM
3794
Vienna Asset Management
California
$235K +$679 +1 +0.3%
KCM
3795
Key Capital Management
Tennessee
$234K +$232K +342 New
CWM
3796
Concentrum Wealth Management
California
$234K -$4.07K -6 -2%
MIM
3797
Moseley Investment Management
Florida
$234K – – –
BAM
3798
Byrne Asset Management
New Jersey
$232K – – –
SWM
3799
Stark Wealth Management
Pennsylvania
$232K +$230K +338 New
VAG
3800
Vannoy Advisory Group
Texas
$230K – – –
150 151
152
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