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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CFFP
1676
Center for Financial Planning
Michigan
$331K +$317K +1,023 New
CC
1677
Callan Capital
California
$330K – – –
FFG
1678
Frisch Financial Group
New York
$330K +$33.1K +107 +12%
AWA
1679
Acorn Wealth Advisors
Michigan
$329K +$1.24K +4 +0.4%
DIA
1680
Dana Investment Advisors
Wisconsin
$329K +$315K +1,017 New
NSAM
1681
North Star Asset Management
Wisconsin
$328K +$99K +320 +46%
FSG
1682
Financial Strategies Group
Michigan
$326K +$312K +1,007 New
LG
1683
Leuthold Group
Minnesota
$325K -$204K -660 -40%
LWP
1684
Legacy Wealth Planning
Nevada
$324K +$310K +1,002 New
KFS
1685
Kurt F. Somerville
$323K – – –
CCA
1686
Checchi Capital Advisers
California
$323K +$309K +1,000 New
LWANC
1687
Laurel Wealth Advisors (North Carolina)
North Carolina
$321K -$11.8K -38 -4%
BCM
1688
Buckhead Capital Management
Georgia
$318K -$3.36M -10,867 -92%
CPA
1689
Clear Perspective Advisors
Illinois
$318K – – –
PIA
1690
Perennial Investment Advisors
California
$318K +$304K +982 New
DAM
1691
Delta Asset Management
Tennessee
$314K – – –
GF
1692
Goodman Financial
Texas
$314K – – –
TAM
1693
Tradition Asset Management
Virginia
$314K +$72.4K +234 +32%
FP
1694
Financial Perspectives
Minnesota
$313K +$300K +969 New
BFO
1695
Biltmore Family Office
North Carolina
$313K +$309 +1 +0.1%
HHAA
1696
Henry H. Armstrong Associates
Pennsylvania
$312K – – –
UBG
1697
United Bank (Georgia)
Georgia
$310K -$133K -429 -31%
HIM
1698
Hotaling Investment Management
Pennsylvania
$310K -$7.74K -25 -3%
MMPW
1699
Mitchell McLeod Pugh & Williams
Alabama
$310K – – –
SMH
1700
Sanders Morris Harris
Texas
$308K +$10.8K +35 +3%
66 67
68
69 70