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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
SWMG
1326
Signature Wealth Management Group
Georgia
$57K +$55.3K +211 New
AIS
1327
Accurate Investment Solutions
Pennsylvania
$55K -$3.51M -13,385 -99%
RWM
1328
Raffa Wealth Management
District of Columbia
$53.8K -$13.1K -50 -20%
UOTTAIMCU
1329
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$44K +$42.4K +162 New
PCTC
1330
Perkins Coie Trust Company
Washington
$40K – – –
HR
1331
Howe & Rusling
New York
$39K +$38K +145 New
CWM
1332
Catamount Wealth Management
Connecticut
$35K +$34.3K +131 New
AWMS
1333
Advocacy Wealth Management Services
Georgia
$34K – – –
PS
1334
Portfolio Strategies
New York
$31K +$30.6K +117 New
TA
1335
Townsend & Associates
Colorado
$28K +$27.8K +106 New
GTAM
1336
Global Trust Asset Management
Florida
$27K +$25.9K +99 New
FMTCOCP
1337
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$26.9K – – –
NPC
1338
National Planning Corporation
California
$21.3K -$25.1M -96,001 -100%
NC
1339
NewSquare Capital
Pennsylvania
$19K +$2.36K +9 +15%
THWM
1340
Taylor Hoffman Wealth Management
Virginia
$19K +$18.9K +72 New
SAM
1341
Shamrock Asset Management
Texas
$18K +$262 +1 +1%
PFSC
1342
Peoples Financial Services Corp
Pennsylvania
$16K +$16K +61 New
LWA
1343
Lowe Wealth Advisors
Maryland
$15K – – –
TCM
1344
Tradewinds Capital Management
Washington
$15K – – –
WC
1345
Whitnell & Co
Illinois
$14K – – –
MAM
1346
Meeder Asset Management
Ohio
$11K – – –
WIM
1347
Westside Investment Management
California
$7.18K +$262 +1 +4%
TSW
1348
Thompson Siegel & Walmsley
Virginia
$7K – – –
SA
1349
SRH Advisors
Kansas
$4K – – –
BWA
1350
Burt Wealth Advisors
Maryland
$3K – – –
52 53
54
55 56