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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
HDIM
1626
Hanson & Doremus Investment Management
Vermont
$396K +$18.9K +61 +5%
PA
1627
Paragon Advisors
Texas
$395K +$374K +1,207 New
LWA
1628
Lenox Wealth Advisors
New York
$394K -$46.1K -149 -11%
AIM
1629
Arcadia Investment Management
Michigan
$394K – – –
TW
1630
TrinityPoint Wealth
Connecticut
$394K +$26.9K +87 +8%
MM
1631
Main Management
California
$393K – – –
ST
1632
Spinnaker Trust
Maine
$393K – – –
VST
1633
Van Strum & Towne
California
$390K – – –
CP
1634
Covenant Partners
Tennessee
$388K – – –
FSA
1635
Fort Sheridan Advisors
Illinois
$388K – – –
VCM
1636
Virtue Capital Management
Tennessee
$387K -$1.61M -5,187 -81%
PS
1637
Portfolio Strategies
New York
$382K +$366K +1,182 New
HWA
1638
Hilltop Wealth Advisors
North Carolina
$380K +$363K +1,174 New
SFP
1639
Strategic Financial Planning
Texas
$380K +$364K +1,177 New
TF
1640
Tompkins Financial
New York
$378K -$712K -2,300 -66%
FMTC
1641
Farmers & Merchants Trust Company
California
$378K – – –
WCFA
1642
Walkner Condon Financial Advisors
Wisconsin
$378K +$362K +1,170 New
SL
1643
Summitry LLC
California
$374K +$52K +168 +17%
MPIA
1644
Mountain Pacific Investment Advisers
Idaho
$372K – – –
FNT
1645
First Nebraska Trust
Nebraska
$371K – – –
ACM
1646
Advisors Capital Management
New Jersey
$369K +$122K +394 +53%
TC
1647
Tatro Capital
Kentucky
$369K +$353K +1,140 New
CAMG
1648
CWA Asset Management Group
Florida
$368K -$314K -1,016 -47%
GC
1649
Garde Capital
Washington
$366K -$27.9K -90 -7%
ACM
1650
Azimuth Capital Management
Michigan
$365K – – –
64 65
66
67 68