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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
AIC
1601
Ayalon Insurance Company
Israel
$42K – – –
PG
1602
Proffitt & Goodson
Tennessee
$36K – – –
FIMS
1603
FBL Investment Management Services
Iowa
$34K -$2.77M -9,549 -99%
SL
1604
Salomon & Ludwin
Virginia
$33K -$4.35K -15 -12%
BWL
1605
Bogart Wealth LLC
Virginia
$32K -$40.6K -140 -56%
HFM
1606
Hartford Financial Management
Connecticut
$32K – – –
LWA
1607
Lowe Wealth Advisors
Maryland
$32K – – –
PFC
1608
Phocas Financial Corp
California
$31K – – –
MAM
1609
Meeder Asset Management
Ohio
$30K – – –
TFA
1610
Transamerica Financial Advisors
Florida
$25K +$24.6K +85 New
LIA
1611
LS Investment Advisors
Michigan
$24K – – –
HIIFS
1612
Harel Insurance Investments & Financial Services
Israel
$24K +$2.03K +7 +10%
CBT
1613
Capital Bank & Trust
California
$22K -$154K -531 -88%
GCM
1614
Gables Capital Management
Florida
$22K – – –
JPLA
1615
Joseph P. Lucia & Associates
New York
$22K +$21.2K +73 New
CFN
1616
Cordasco Financial Network
Florida
$19K +$18.3K +63 New
SFA
1617
Semmax Financial Advisors
North Carolina
$18K -$188K -648 -91%
TCM
1618
Tradewinds Capital Management
Washington
$17K – – –
MSFP
1619
Mark Sheptoff Financial Planning
Connecticut
$16K – – –
WC
1620
Whitnell & Co
Illinois
$16K – – –
PK
1621
Pflug Koory
Nebraska
$14K – – –
AOWM
1622
Alpha Omega Wealth Management
Virginia
$10K -$48.7K -168 -83%
PCMK
1623
Paragon Capital Management (Kansas)
Kansas
$10K – – –
TSW
1624
Thompson Siegel & Walmsley
Virginia
$10K +$9.85K +34 New
WIM
1625
Westside Investment Management
California
$7K +$7.53K +26 New
63 64
65
66 67