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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
1501
Avity Investment Management
Connecticut
$290K -$59.4K -200 -17%
GF
1502
Goodman Financial
Texas
$290K -$29.7K -100 -9%
DAM
1503
Delta Asset Management
Tennessee
$290K +$22K +74 +8%
BFO
1504
Biltmore Family Office
North Carolina
$289K – – –
HHAA
1505
Henry H. Armstrong Associates
Pennsylvania
$288K -$19.6K -66 -6%
MMPW
1506
Mitchell McLeod Pugh & Williams
Alabama
$287K – – –
BHTS
1507
Bar Harbor Trust Services
Maine
$283K -$14.9K -50 -5%
CWM
1508
CCG Wealth Management
California
$283K -$5.65K -19 -2%
SNB
1509
Security National Bank
Nebraska
$281K -$49K -165 -15%
AIM
1510
Advantage Investment Management
Iowa
$281K -$36K -121 -11%
CNC
1511
Citizens & Northern Corp
Pennsylvania
$277K – – –
JWBC
1512
J.W. Burns & Co
New York
$277K – – –
AWA
1513
ARS Wealth Advisors
Florida
$276K – – –
SFSG
1514
Stearns Financial Services Group
North Carolina
$275K – – –
GWA
1515
Guidant Wealth Advisors
Illinois
$274K -$10.1K -34 -4%
FFG
1516
Frisch Financial Group
New York
$273K – – –
RM
1517
Resource Management
Louisiana
$270K +$15.2K +51 +6%
TC
1518
Truvestments Capital
Florida
$269K +$58.9K +198 +28%
QCM
1519
Quadrant Capital Management
New Jersey
$268K +$1.49K +5 +0.6%
DC
1520
DeDora Capital
California
$268K +$267K +897 New
WTFG
1521
Wells Trecaso Financial Group
Ohio
$267K – – –
CBB
1522
Citizens Business Bank
California
$264K +$263K +885 New
AP
1523
Atwood & Palmer
Missouri
$263K -$24.4K -82 -9%
CM
1524
Churchill Management
California
$262K +$19.3K +65 +8%
FA
1525
FMA Advisory
Pennsylvania
$262K +$261K +877 New
59 60
61
62 63