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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
NFC
1526
Northeast Financial Consultants
Connecticut
$556K +$928 +3 +0.2%
AMCA
1527
Arthur M. Cohen & Associates
Illinois
$555K +$3.4K +11 +0.6%
BCP
1528
Blue Chip Partners
Michigan
$551K +$528K +1,705 New
FA
1529
Faithward Advisors
Pennsylvania
$550K -$56.6K -183 -10%
BWM
1530
Baystate Wealth Management
Massachusetts
$550K -$48K -155 -8%
IPW
1531
Inlet Private Wealth
Florida
$546K -$63.4K -205 -11%
CCMD
1532
Cypress Capital Management (Delaware)
Delaware
$538K +$32.5K +105 +7%
EHC
1533
Everett Harris & Co
California
$534K +$511K +1,652 New
BCMO
1534
Buckingham Capital Management (Ohio)
Ohio
$531K -$143K -463 -22%
AAIM
1535
Asset Advisors Investment Management
Georgia
$528K – – –
WLPWM
1536
Walled Lake Planning & Wealth Management
Illinois
$528K +$506K +1,634 New
CS
1537
Cannell & Spears
New York
$525K – – –
WA
1538
Wealthstar Advisors
Texas
$521K -$619 -2 -0.1%
CIM
1539
Confluence Investment Management
Missouri
$521K +$32.2K +104 +6%
BFS
1540
Bradley Foster & Sargent
Connecticut
$517K +$74.9K +242 +18%
LBD
1541
Landsberg Bennett & Dubbaneh
Florida
$514K +$31.3K +101 +7%
MAA
1542
Matrix Asset Advisors
New York
$513K – – –
MIC
1543
Means Investment Company
Maine
$512K +$105K +339 +28%
RAM
1544
Redmond Asset Management
Virginia
$511K +$39.6K +128 +9%
CWA
1545
Clarity Wealth Advisors
California
$511K +$490K +1,583 New
CANC
1546
Culbertson A N & Co
Virginia
$508K +$13.9K +45 +3%
ME
1547
McIlrath & Eck
Washington
$507K – – –
RE
1548
RBC Europe
United Kingdom
$507K – – –
TNA
1549
True North Advisors
Texas
$505K +$484K +1,564 New
NB
1550
Nicolet Bankshares
Wisconsin
$504K -$337K -1,089 -41%
60 61
62
63 64