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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
LA
901
Leonetti & Associates
Illinois
$531K +$14K +58 +3%
FWIA
902
Fort Washington Investment Advisors
Ohio
$530K – – –
PI
903
PHH Investments
Texas
$530K +$526K +2,178 New
HCM
904
Hengehold Capital Management
Ohio
$528K -$43.4K -180 -8%
HPC
905
HM Payson & Co
Maine
$525K +$521K +2,158 New
AWM
906
Affinity Wealth Management
Delaware
$524K -$3.86K -16 -0.7%
PWMAG
907
Pinnacle Wealth Management Advisory Group
New Jersey
$522K +$149K +616 +40%
SWPG
908
Strategic Wealth Partners Group
Illinois
$512K +$158K +655 +45%
PC
909
Peavine Capital
Nevada
$506K – – –
TCM
910
Tuttle Capital Management
Connecticut
$506K +$501K +2,078 New
SGAM
911
Steinberg Global Asset Management
Florida
$504K +$203K +840 +68%
FWM
912
FFT Wealth Management
Pennsylvania
$500K – – –
TCCM
913
Timber Creek Capital Management
Massachusetts
$499K -$3.62K -15 -0.7%
CI
914
Cavalier Investments
Georgia
$498K – – –
TTWM
915
TCV Trust & Wealth Management
Virginia
$498K – – –
BFM
916
Boston Financial Management
Massachusetts
$491K -$49.2K -204 -9%
MIM
917
Montgomery Investment Management
Maryland
$489K – – –
HCM
918
Horan Capital Management
Maryland
$489K +$3.62K +15 +0.8%
NB
919
Nicolet Bankshares
Wisconsin
$489K +$13.3K +55 +3%
BC
920
Barnett & Company
Tennessee
$487K -$7.24K -30 -1%
WPA
921
West Paces Advisors
Georgia
$487K – – –
LWM
922
Lenox Wealth Management
Ohio
$482K -$162K -671 -25%
MWM
923
Merriman Wealth Management
Washington
$482K +$241 +1 +0.1%
JC
924
Jentner Corp
Ohio
$479K – – –
KWM
925
Kingsview Wealth Management
Oregon
$478K +$18.8K +78 +4%
35 36
37
38 39