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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1326
Catamount Wealth Management
Connecticut
$35K +$34.3K +131 New
AWMS
1327
Advocacy Wealth Management Services
Georgia
$34K – – –
PS
1328
Portfolio Strategies
New York
$31K +$30.6K +117 New
TA
1329
Townsend & Associates
Colorado
$28K +$27.8K +106 New
GTAM
1330
Global Trust Asset Management
Florida
$27K +$25.9K +99 New
FMTCOCP
1331
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$26.9K – – –
NPC
1332
National Planning Corporation
California
$21.3K -$25.1M -96,001 -100%
LGWM
1333
Litman Gregory Wealth Management
California
$19.4K +$1.58M +6,015 +9%
NC
1334
NewSquare Capital
Pennsylvania
$19K +$2.36K +9 +15%
THWM
1335
Taylor Hoffman Wealth Management
Virginia
$19K +$18.9K +72 New
SAM
1336
Shamrock Asset Management
Texas
$18K +$262 +1 +1%
PFSC
1337
Peoples Financial Services Corp
Pennsylvania
$16K +$16K +61 New
LWA
1338
Lowe Wealth Advisors
Maryland
$15K – – –
TCM
1339
Tradewinds Capital Management
Washington
$15K – – –
WC
1340
Whitnell & Co
Illinois
$14K – – –
MAM
1341
Meeder Asset Management
Ohio
$11K – – –
WIM
1342
Westside Investment Management
California
$7.18K +$262 +1 +4%
TSW
1343
Thompson Siegel & Walmsley
Virginia
$7K – – –
PCG
1344
Private Capital Group
Connecticut
$5.42K +$5.28M +20,143 New
SA
1345
SRH Advisors
Kansas
$4K – – –
BWA
1346
Burt Wealth Advisors
Maryland
$3K – – –
HS
1347
Horan Securities
United States
$3K +$2.62K +10 New
IP
1348
Isthmus Partners
Wisconsin
$2K +$2.1K +8 New
HIIFS
1349
Harel Insurance Investments & Financial Services
Israel
$1K -$1.15M -4,396 -100%
CA
1350
Centerpoint Advisors
Massachusetts
$1K +$786 +3 New
52 53
54
55 56