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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
NP
1176
NorthRock Partners
Minnesota
$333K -$114K -437 -26%
GWS
1177
Glassman Wealth Services
Virginia
$328K -$31.4K -120 -9%
MM
1178
Main Management
California
$327K – – –
HCM
1179
Hengehold Capital Management
Ohio
$327K +$19.4K +74 +6%
FMW
1180
Farr Miller & Washington
District of Columbia
$325K +$3.14K +12 +1%
WWM
1181
Windsor Wealth Management
Indiana
$325K +$317K +1,211 New
VST
1182
Van Strum & Towne
California
$324K – – –
TBA
1183
Tower Bridge Advisors
Pennsylvania
$324K +$315K +1,204 New
ANTB
1184
AMG National Trust Bank
Colorado
$323K – – –
FVCM
1185
F&V Capital Management
Florida
$323K +$314K +1,200 New
RAM
1186
Redmond Asset Management
Virginia
$322K +$97.2K +371 +45%
CSIA
1187
Charles Schwab Investment Advisory
California
$317K +$99K +378 +47%
AWA
1188
Acorn Wealth Advisors
Michigan
$317K +$301K +1,149 New
KJWM
1189
Kiley Juergens Wealth Management
Washington
$316K +$308K +1,178 New
AIM
1190
Avity Investment Management
Connecticut
$315K -$91.7K -350 -23%
CANC
1191
Culbertson A N & Co
Virginia
$305K +$297K +1,133 New
AWA
1192
ARS Wealth Advisors
Florida
$304K +$9.69K +37 +3%
CPC
1193
Congress Park Capital
New York
$303K +$295K +1,126 New
HFA
1194
Huber Financial Advisors
Illinois
$303K +$295K +1,126 New
CAL
1195
Capital Advisors Ltd
Ohio
$302K -$25.4K -97 -8%
GHAM
1196
Gilman Hill Asset Management
Connecticut
$302K – – –
PTC
1197
Philadelphia Trust Company
Pennsylvania
$299K – – –
LWS
1198
Lucia Wealth Services
California
$299K +$291K +1,113 New
CB
1199
CNB Bank
Pennsylvania
$299K +$292K +1,114 New
GC
1200
Garde Capital
Washington
$298K +$82.8K +316 +40%
46 47
48
49 50