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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
1301
Horan Capital Management
Maryland
$561K +$50.1K +173 +10%
AIS
1302
American Investment Services
Massachusetts
$559K – – –
SIAS
1303
Shine Investment Advisory Services
Colorado
$555K – – –
BMA
1304
Brooks Moore & Associates
Tennessee
$553K – – –
TCCM
1305
Timber Creek Capital Management
Massachusetts
$549K -$34.2K -118 -6%
ME
1306
McIlrath & Eck
Washington
$548K – – –
FVCM
1307
F&V Capital Management
Florida
$545K – – –
ZCA
1308
Zeke Capital Advisors
Pennsylvania
$542K – – –
PMG
1309
ProVise Management Group
Florida
$541K -$23.2K -80 -4%
FIM
1310
Frontier Investment Management
Texas
$539K +$94.2K +325 +22%
CPC
1311
Congress Park Capital
New York
$535K +$32.7K +113 +7%
OSNBOA
1312
Old Second National Bank of Aurora
Illinois
$531K – – –
AIC
1313
Archer Investment Corporation
Indiana
$523K -$13.3K -46 -3%
MLL
1314
Moody Lynn & Lieberson
Massachusetts
$523K – – –
PWP
1315
Principle Wealth Partners
Connecticut
$523K +$14.8K +51 +3%
AIA
1316
Alera Investment Advisors
Illinois
$523K +$155K +535 +43%
VWM
1317
Valley Wealth Managers
New Jersey
$522K +$81.4K +281 +19%
CIM
1318
Confluence Investment Management
Missouri
$521K -$28.7K -99 -5%
WA
1319
WBH Advisory
Maryland
$520K – – –
ANTB
1320
AMG National Trust Bank
Colorado
$519K +$112K +388 +28%
WA
1321
Wambolt & Associates
Colorado
$518K +$869 +3 +0.2%
PCM
1322
Princeton Capital Management
New Jersey
$516K – – –
CCB
1323
Cutter & Co Brokerage
Missouri
$512K -$28.1K -97 -5%
AEPG
1324
American Economic Planning Group
New Jersey
$511K – – –
VCA
1325
Verdence Capital Advisors
Maryland
$509K +$143K +495 +40%
51 52
53
54 55