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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CJA
1601
C-J Advisory
California
$181K – – –
FANJ
1602
Financial Architects (New Jersey)
New Jersey
$180K – – –
SWA
1603
Sutton Wealth Advisors
Florida
$180K -$192K -647 -52%
NSB
1604
Norway Savings Bank
Maine
$165K -$5.95K -20 -3%
EWM
1605
Edge Wealth Management
New York
$159K +$33.6K +113 +27%
PAI
1606
Pittenger & Anderson Inc
Nebraska
$156K +$1.49K +5 +1%
CHC
1607
City Holding Co
West Virginia
$153K – – –
MAM
1608
Meeder Asset Management
Ohio
$142K +$112K +376 +372%
MIFH
1609
Migdal Insurance & Financial Holdings
Israel
$134K – – –
CPA
1610
Capital Planning Advisors
California
$128K -$180K -605 -58%
AAP
1611
Arax Advisory Partners
Colorado
$121K -$193K -650 -62%
TVWM
1612
Tower View Wealth Management
Wisconsin
$121K +$120K +404 New
THWM
1613
Taylor Hoffman Wealth Management
Virginia
$113K – – –
AA
1614
AlphaMark Advisors
Kentucky
$112K – – –
SFA
1615
Stewardship Financial Advisors
Georgia
$107K – – –
TA
1616
Thor Advisors
New York
$107K +$107K +359 New
RWM
1617
Raffa Wealth Management
District of Columbia
$104K +$104K +350 New
ACA
1618
Atlas Capital Advisors
Wyoming
$102K -$24.7K -83 -20%
ACA
1619
Aptus Capital Advisors
Alabama
$102K +$102K +342 New
RP
1620
Rice Partnership
Hawaii
$102K +$102K +343 New
WAS
1621
Winch Advisory Services
Wisconsin
$97K – – –
MCM
1622
Manchester Capital Management
Vermont
$89K – – –
EDRH
1623
Edmond de Rothschild Holding
Switzerland
$88K – – –
FGAM
1624
Financial Gravity Asset Management
Texas
$84K – – –
AIM
1625
Anchor Investment Management
South Carolina
$83.3K – – –
63 64
65
66 67