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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
PS
1651
Portfolio Solutions
Michigan
– -$255K -867 Closed
Kovitz Investment Group Partners
1652
Kovitz Investment Group Partners
Illinois
– -$244K -832 Closed
PWA
1653
Providence Wealth Advisors
Illinois
– -$242K -828 Closed
BFS
1654
Bradley Foster & Sargent
Connecticut
– -$239K -817 Closed
MIM
1655
Marco Investment Management
Georgia
– -$236K -805 Closed
MA
1656
MANA Advisors
New York
– -$234K -800 Closed
VDFA
1657
Vickerman & Driscoll Financial Advisors
Washington
– -$234K -798 Closed
MC
1658
Moors & Cabot
Massachusetts
– -$233K -795 Closed
TP
1659
Truvvo Partners
New York
– -$232K -790 Closed
CGT
1660
Capital Guardian Trust
California
– -$228K -779 Closed
PFC
1661
Personal Financial Consultants
California
– -$224K -764 Closed
HFA
1662
HC Financial Advisors
California
– -$220K -751 Closed
PCM
1663
Perritt Capital Management
Illinois
– -$218K -745 Closed
CWA
1664
Cypress Wealth Advisors
California
– -$215K -736 Closed
RM
1665
Resource Management
Louisiana
– -$213K -726 Closed
TWM
1666
Torch Wealth Management
Ohio
– -$211K -720 Closed
TCOO
1667
Trust Company of Oklahoma
Oklahoma
– -$211K -720 Closed
NB
1668
NBT Bank
New York
– -$210K -719 Closed
PAM
1669
Private Asset Management
California
– -$208K -711 Closed
PD
1670
Planning Directions
Pennsylvania
– -$208K -710 Closed
PCM
1671
Pointe Capital Management
Michigan
– -$205K -701 Closed
TNAM
1672
Terra Nova Asset Management
New York
– -$205K -700 Closed
KCPG
1673
Kavar Capital Partners Group
Kansas
– -$205K -699 Closed
KJWM
1674
Kiley Juergens Wealth Management
Washington
– -$152K -520 Closed
ML
1675
McAdam LLC
Pennsylvania
– -$135K -460 Closed
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