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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
GWS
1551
Glassman Wealth Services
Virginia
$233K – – –
DWA
1552
Dougherty Wealth Advisers
Minnesota
$231K – – –
ML
1553
McAdam LLC
Pennsylvania
$231K +$230K +774 New
LDB
1554
Lee, Danner & Bass
Tennessee
$229K -$88K -296 -28%
OCM
1555
Oakwood Capital Management
California
$228K -$206K -692 -48%
CFA
1556
Capstone Financial Advisors
Illinois
$228K -$107K -361 -32%
BI
1557
Bredin Investment
Delaware
$228K – – –
CC
1558
Cedar Capital
Illinois
$227K -$13M -43,844 -98%
ACM
1559
Ategra Capital Management
Virginia
$225K +$297 +1 +0.1%
PWA
1560
Providence Wealth Advisors
Illinois
$225K +$224K +755 New
SVCP
1561
Silicon Valley Capital Partners
California
$223K +$892 +3 +0.4%
ACM
1562
Advisors Capital Management
New Jersey
$223K +$222K +747 New
AMM
1563
American Money Management
California
$222K -$137K -460 -38%
MCM
1564
Maple Capital Management
Vermont
$222K +$17.2K +58 +8%
SIM
1565
Sonora Investment Management
Arizona
$221K -$10.1K -34 -4%
HCIA
1566
Hochman Cole Investment Advisors
Illinois
$220K – – –
TAM
1567
Tradition Asset Management
Virginia
$220K – – –
PW
1568
Peninsula Wealth
California
$220K +$892 +3 +0.4%
SA
1569
Shilanski & Associates
Alaska
$220K +$219K +737 New
VCM
1570
Vigilant Capital Management
Maine
$219K -$176K -593 -45%
NPA
1571
Nichols & Pratt Advisers
Massachusetts
$219K – – –
RFM
1572
Royal Fund Management
Florida
$219K – – –
BC
1573
Barnett & Company
Tennessee
$219K +$58.6K +197 +37%
PCM
1574
Pointe Capital Management
Michigan
$217K – – –
GWM
1575
Greenwich Wealth Management
Connecticut
$215K -$35.4K -119 -14%
61 62
63
64 65