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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
AIP
1426
Ahrens Investment Partners
Louisiana
$1.56M -$296K -765 -16%
SMM
1427
Stadion Money Management
Georgia
$1.55M -$114K -295 -7%
MIM
1428
Montgomery Investment Management
Maryland
$1.55M – – –
KFI
1429
Key Financial Inc
Pennsylvania
$1.54M -$37.6K -97 -2%
HL
1430
HeadInvest LLC
Maine
$1.54M -$67.8K -175 -4%
ACM
1431
AlphaStar Capital Management
North Carolina
$1.53M +$82.5K +213 +6%
WFA
1432
Wells Financial Advisors
Massachusetts
$1.53M +$15.9K +41 +1%
TCM
1433
Tufton Capital Management
Maryland
$1.52M +$228K +589 +18%
EGA
1434
E&G Advisors
Texas
$1.52M +$225K +580 +18%
WF
1435
Welch & Forbes
Massachusetts
$1.51M -$103K -266 -7%
PWG
1436
Private Wealth Group
Florida
$1.51M +$141K +363 +11%
ADL
1437
Asset Dedication LLC
California
$1.51M -$367K -947 -20%
DWM
1438
Doyle Wealth Management
Florida
$1.49M +$142K +368 +11%
AWA
1439
ARQ Wealth Advisors
Arizona
$1.48M -$24.8K -64 -2%
BBA
1440
Braun-Bostich & Associates
Pennsylvania
$1.48M -$14.7K -38 -1%
HPCM
1441
Hunter Perkins Capital Management
Illinois
$1.47M – – –
MW
1442
MBL Wealth
North Carolina
$1.47M +$975K +2,519 +215%
MG
1443
McCutchen Group
Washington
$1.46M +$31.4K +81 +2%
BA
1444
Ballast Advisors
Minnesota
$1.45M +$51.9K +134 +4%
KAM
1445
Knightsbridge Asset Management
California
$1.45M – – –
CBT
1446
Capital Bank & Trust
California
$1.44M +$1.1M +2,841 +362%
FSA
1447
Fort Sheridan Advisors
Illinois
$1.44M +$1.4M +3,624 New
HC
1448
Hatton Consulting
Arizona
$1.43M +$1.4M +3,605 New
DACG
1449
Donor Advised Charitable Giving
California
$1.43M -$181K -468 -12%
MPI
1450
Mairs & Power Inc
Minnesota
$1.43M -$9.68K -25 -0.7%
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