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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
VST
1201
Van Strum & Towne
California
$329K – – –
GHAM
1202
Gilman Hill Asset Management
Connecticut
$327K – – –
CA
1203
Cambridge Advisors
Nebraska
$324K +$5.17K +19 +2%
AIM
1204
Avity Investment Management
Connecticut
$319K – – –
AP
1205
Atwood & Palmer
Missouri
$318K +$226K +832 +251%
KWM
1206
Kingsview Wealth Management
Oregon
$317K -$10.1K -37 -3%
WDL
1207
Well Done LLC
Michigan
$314K -$16.3K -60 -5%
LRPA
1208
L. Roy Papp & Associates
Arizona
$313K -$113K -417 -27%
MAA
1209
Matrix Asset Advisors
New York
$313K +$312K +1,146 New
APG
1210
Abacus Planning Group
South Carolina
$312K – – –
RC
1211
Randolph Company
Ohio
$311K +$47.6K +175 +18%
AWA
1212
Acorn Wealth Advisors
Michigan
$310K -$544 -2 -0.2%
MPIA
1213
Mountain Pacific Investment Advisers
Idaho
$310K – – –
LG
1214
Leuthold Group
Minnesota
$310K +$22K +81 +8%
SHA
1215
Seneca House Advisors
Virginia
$309K +$69.9K +257 +29%
BI
1216
Ballast Inc
Kentucky
$307K +$11.4K +42 +4%
GWS
1217
Glassman Wealth Services
Virginia
$304K – – –
WA
1218
Winfield Associates
Ohio
$304K +$19K +70 +7%
SMH
1219
Sanders Morris Harris
Texas
$303K +$96.6K +355 +47%
TBA
1220
Tower Bridge Advisors
Pennsylvania
$301K -$13.6K -50 -4%
AIA
1221
Arbor Investment Advisors
North Carolina
$301K +$300K +1,103 New
MPM
1222
Meritage Portfolio Management
Kansas
$301K +$300K +1,103 New
NAM
1223
NorthCoast Asset Management
Connecticut
$301K +$300K +1,103 New
PCIA
1224
Prime Capital Investment Advisors
Kansas
$298K +$115K +424 +64%
NEGWA
1225
New England Guild Wealth Advisors
Connecticut
$294K -$83K -305 -22%
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