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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
1576
Stonehearth Capital Management
Massachusetts
$215K – – –
TCOO
1577
Trust Company of Oklahoma
Oklahoma
$215K – – –
PD
1578
Planning Directions
Pennsylvania
$214K +$297 +1 +0.1%
TAM
1579
Tocqueville Asset Management
New York
$213K – – –
MIM
1580
Marco Investment Management
Georgia
$211K – – –
TA
1581
TFG Advisers
Michigan
$211K +$892 +3 +0.4%
EIA
1582
Edgemoor Investment Advisors
Maryland
$211K +$210K +706 New
QPWM
1583
Quadrant Private Wealth Management
Pennsylvania
$210K +$209K +702 New
KCPG
1584
Kavar Capital Partners Group
Kansas
$209K – – –
ACA
1585
Ackerman Capital Advisors
Texas
$209K +$208K +699 New
FVWA
1586
Foster Victor Wealth Advisors
South Carolina
$208K -$49.9K -168 -19%
NSAM
1587
North Star Asset Management
Wisconsin
$207K – – –
LCM
1588
LVM Capital Management
Michigan
$206K – – –
RAM
1589
Riggs Asset Management
Pennsylvania
$206K – – –
WEC
1590
Winslow Evans & Crocker
Massachusetts
$206K – – –
OBWP
1591
O'Brien Wealth Partners
Massachusetts
$205K -$257K -864 -56%
FPB
1592
First PREMIER Bank
South Dakota
$204K – – –
RIM
1593
Regent Investment Management
Kentucky
$203K +$202K +678 New
PCM
1594
Perritt Capital Management
Illinois
$202K +$201K +675 New
CC
1595
Chanos & Company
New York
$202K +$202K +678 New
HWA
1596
HHM Wealth Advisors
Tennessee
$202K +$202K +678 New
MCM
1597
McMillion Capital Management
North Carolina
$198K – – –
VNA
1598
Valley National Advisers
Pennsylvania
$193K +$73.4K +247 +62%
DCM
1599
Disciplina Capital Management
Tennessee
$184K – – –
GFPC
1600
Global Financial Private Capital
Florida
$182K -$279K -940 -61%
62 63
64
65 66