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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
TPA
1301
Trivium Point Advisory
Connecticut
$504K +$484K +1,770 New
CIA
1302
CCM Investment Advisers
South Carolina
$502K -$400K -1,464 -45%
WA
1303
WBH Advisory
Maryland
$502K +$8.48K +31 +2%
PCM
1304
Princeton Capital Management
New Jersey
$498K – – –
JCM
1305
Janney Capital Management
Pennsylvania
$497K +$478K +1,748 New
AEPG
1306
American Economic Planning Group
New Jersey
$493K -$873K -3,192 -65%
HCM
1307
Horan Capital Management
Maryland
$492K -$12.6K -46 -3%
PWP
1308
Principle Wealth Partners
Connecticut
$490K +$1.37K +5 +0.3%
ODCM
1309
Old Dominion Capital Management
Virginia
$484K +$28.7K +105 +7%
HFA
1310
Hoover Financial Advisors
Pennsylvania
$482K – – –
AT
1311
Arden Trust
Delaware
$481K -$42.9K -157 -8%
AMCA
1312
Arthur M. Cohen & Associates
Illinois
$480K +$2.46K +9 +0.5%
RC
1313
Roundview Capital
New Jersey
$478K – – –
EGA
1314
Eagle Global Advisors
Texas
$474K -$226K -825 -33%
CPC
1315
Congress Park Capital
New York
$469K +$165K +604 +58%
IIA
1316
IPG Investment Advisors
California
$468K – – –
BAM
1317
Barrett Asset Management
New York
$466K – – –
LA
1318
LexAurum Advisors
Kansas
$464K -$1.75M -6,391 -80%
TIA
1319
Tiemann Investment Advisors
California
$464K +$820 +3 +0.2%
LG
1320
Leuthold Group
Minnesota
$464K +$109K +398 +32%
CP
1321
Covenant Partners
Tennessee
$458K – – –
BCA
1322
Berman Capital Advisors
Georgia
$458K +$142K +520 +48%
AAIM
1323
Asset Advisors Investment Management
Georgia
$457K – – –
EGWAG
1324
Elwood & Goetz Wealth Advisory Group
Georgia
$453K -$20.8K -76 -5%
FNB
1325
Farmers National Bank
Kentucky
$453K +$435K +1,591 New
51 52
53
54 55