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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
ME
1301
McIlrath & Eck
Washington
$165K +$161K +615 New
NSB
1302
Norway Savings Bank
Maine
$161K – – –
AWM
1303
AllSquare Wealth Management
New York
$155K – – –
NL
1304
NVWM LLC
Pennsylvania
$154K +$150K +573 New
CJA
1305
C-J Advisory
California
$144K +$1.57K +6 +1%
EWM
1306
Edge Wealth Management
New York
$140K – – –
CHC
1307
City Holding Co
West Virginia
$139K – – –
SIS
1308
Sound Income Strategies
Florida
$133K +$130K +498 New
BAM
1309
Barrett Asset Management
New York
$124K +$39.3K +150 +48%
CPA
1310
Clear Perspective Advisors
Illinois
$120K – – –
RFM
1311
Royal Fund Management
Florida
$111K -$5.76K -22 -5%
VNA
1312
Valley National Advisers
Pennsylvania
$108K – – –
FM
1313
Forward Management
California
$105K +$13.1K +50 +15%
AP
1314
Atwood & Palmer
Missouri
$104K – – –
RBC
1315
Roble Belko & Company
Pennsylvania
$104K – – –
DPA
1316
Delphi Private Advisors
California
$92K -$10.5K -40 -10%
AIS
1317
AlphaOne Investment Services
Pennsylvania
$91K +$31.4K +120 +55%
WAS
1318
Winch Advisory Services
Wisconsin
$86K +$786 +3 +0.9%
YWP
1319
YorkBridge Wealth Partners
New York
$85K -$11.8K -45 -12%
CMO
1320
Covenant Multifamily Offices
Texas
$75K +$73.3K +280 New
SIM
1321
Sonora Investment Management
Arizona
$74.7K – – –
MCM
1322
Manchester Capital Management
Vermont
$74K +$16.8K +64 +30%
MPPLM
1323
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$66K +$64.4K +246 New
AIM
1324
Anchor Investment Management
South Carolina
$60.5K – – –
FRA
1325
Front Row Advisors
California
$58K +$56.6K +216 New
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