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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
1451
Financial Advisors
Massachusetts
$792K +$111K +334 +17%
BAM
1452
Barrett Asset Management
New York
$777K +$3.33K +10 +0.4%
RC
1453
Randolph Company
Ohio
$775K -$7.65K -23 -1%
MWM
1454
Meridian Wealth Management
Kentucky
$775K +$229K +689 +43%
KPCM
1455
Kings Point Capital Management
New York
$771K +$58.2K +175 +8%
IA
1456
Independence Advisors
Pennsylvania
$766K – – –
KTC
1457
Kistler-Tiffany Companies
Pennsylvania
$764K +$333 +1 +0%
MA
1458
MONECO Advisors
Connecticut
$764K +$54.9K +165 +8%
FIA
1459
Foundations Investment Advisors
Arizona
$759K +$420K +1,263 +126%
CCM
1460
Carlson Capital Management
Minnesota
$757K +$11K +33 +1%
RICHC
1461
Renaissance Investment Consultants Holding Company
Pennsylvania
$756K -$28.3K -85 -4%
CAL
1462
Capital Advisors Ltd
Ohio
$756K – – –
IIA
1463
IPG Investment Advisors
California
$755K – – –
BO
1464
Bank OZK
Arkansas
$749K – – –
VWA
1465
V Wealth Advisors
Kansas
$748K -$1.22M -3,666 -62%
AIS
1466
American Investment Services
Massachusetts
$748K – – –
APP
1467
Avantax Planning Partners
Iowa
$747K -$48.9K -147 -6%
MIG
1468
McGuire Investment Group
Rhode Island
$747K -$333 -1 -0%
MBTD
1469
Mechanics Bank - Trust Department
California
$746K – – –
KAH
1470
Kathryn A. Hall
$744K – – –
LBD
1471
Landsberg Bennett & Dubbaneh
Florida
$742K +$17K +51 +2%
KP
1472
Keel Point
Alabama
$735K -$13.3K -40 -2%
SHWM
1473
Silicon Hills Wealth Management
Texas
$734K +$335K +1,008 +86%
FWM
1474
Focused Wealth Management
New York
$733K -$81.2K -244 -10%
GD
1475
Grandfield & Dodd
New York
$730K – – –
57 58
59
60 61