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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
1626
Realta Investment Advisors
Delaware
$396K -$1.24K -4 -0.3%
HDIM
1627
Hanson & Doremus Investment Management
Vermont
$396K +$18.9K +61 +5%
PA
1628
Paragon Advisors
Texas
$395K +$374K +1,207 New
LWA
1629
Lenox Wealth Advisors
New York
$394K -$46.1K -149 -11%
AIM
1630
Arcadia Investment Management
Michigan
$394K – – –
TW
1631
TrinityPoint Wealth
Connecticut
$394K +$26.9K +87 +8%
MM
1632
Main Management
California
$393K – – –
ST
1633
Spinnaker Trust
Maine
$393K – – –
VST
1634
Van Strum & Towne
California
$390K – – –
CP
1635
Covenant Partners
Tennessee
$388K – – –
FSA
1636
Fort Sheridan Advisors
Illinois
$388K – – –
VCM
1637
Virtue Capital Management
Tennessee
$387K -$1.61M -5,187 -81%
PS
1638
Portfolio Strategies
New York
$382K +$366K +1,182 New
HWA
1639
Hilltop Wealth Advisors
North Carolina
$380K +$363K +1,174 New
SFP
1640
Strategic Financial Planning
Texas
$380K +$364K +1,177 New
TF
1641
Tompkins Financial
New York
$378K -$712K -2,300 -66%
FMTC
1642
Farmers & Merchants Trust Company
California
$378K – – –
WCFA
1643
Walkner Condon Financial Advisors
Wisconsin
$378K +$362K +1,170 New
SL
1644
Summitry LLC
California
$374K +$52K +168 +17%
MPIA
1645
Mountain Pacific Investment Advisers
Idaho
$372K – – –
FNT
1646
First Nebraska Trust
Nebraska
$371K – – –
ACM
1647
Advisors Capital Management
New Jersey
$369K +$122K +394 +53%
TC
1648
Tatro Capital
Kentucky
$369K +$353K +1,140 New
CAMG
1649
CWA Asset Management Group
Florida
$368K -$314K -1,016 -47%
GC
1650
Garde Capital
Washington
$366K -$27.9K -90 -7%
64 65
66
67 68