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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
1326
Princeton Capital Management
New Jersey
$440K +$475K +1,750 New
WA
1327
WBH Advisory
Maryland
$436K +$219K +805 +87%
RE
1328
RBC Europe
United Kingdom
$434K – – –
BWFA
1329
Baltimore-Washington Financial Advisors
Maryland
$433K +$202K +745 +73%
LJHT
1330
Laurie J. Hall Trustee
$432K -$163K -600 -28%
PWP
1331
Principle Wealth Partners
Connecticut
$432K +$466K +1,717 New
HFA
1332
Hoover Financial Advisors
Pennsylvania
$426K +$460K +1,694 New
HS
1333
Horan Securities
United States
$425K -$3.11M -11,440 -87%
RC
1334
Roundview Capital
New Jersey
$423K -$7.33K -27 -2%
AMCA
1335
Arthur M. Cohen & Associates
Illinois
$423K +$4.34K +16 +1%
WA
1336
Winfield Associates
Ohio
$421K +$92.3K +340 +25%
OCM
1337
Orser Capital Management
Texas
$419K – – –
EGWAG
1338
Elwood & Goetz Wealth Advisory Group
Georgia
$419K +$453K +1,667 New
IIA
1339
IPG Investment Advisors
California
$413K +$446K +1,643 New
BAM
1340
Barrett Asset Management
New York
$412K -$19.3K -71 -4%
TIA
1341
Tiemann Investment Advisors
California
$410K +$12.2K +45 +3%
CP
1342
Covenant Partners
Tennessee
$405K +$437K +1,610 New
AAIM
1343
Asset Advisors Investment Management
Georgia
$404K – – –
ESB
1344
Essex Savings Bank
Connecticut
$402K +$434K +1,599 New
GG
1345
GenWealth Group
New Jersey
$400K -$10.9M -40,183 -96%
MPMG
1346
Minneapolis Portfolio Management Group
Minnesota
$398K +$429K +1,580 New
NCM
1347
Niemann Capital Management
Nevada
$394K +$425K +1,565 New
AIA
1348
Angeles Investment Advisors
California
$393K +$424K +1,563 New
CCT
1349
Capital City Trust
Florida
$386K – – –
SAM
1350
Seelaus Asset Management
New Jersey
$385K -$54.9K -202 -12%
52 53
54
55 56