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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
FIA
1676
Foundations Investment Advisors
Arizona
$314K +$294K +1,001 New
IWS
1677
Insight Wealth Strategies
California
$313K -$25.5K -87 -8%
AHC
1678
Adell Harriman & Carpenter
Texas
$312K – – –
GC
1679
Garde Capital
Washington
$311K +$881 +3 +0.3%
KFS
1680
Kurt F. Somerville
$310K – – –
MLL
1681
Moody Lynn & Lieberson
Massachusetts
$310K – – –
ZIM
1682
Zacks Investment Management
Illinois
$310K +$62.8K +214 +27%
AA
1683
Auxano Advisors
Washington
$309K +$293K +999 New
FUBT
1684
First United Bank & Trust
Maryland
$308K -$271K -922 -48%
CPA
1685
Clear Perspective Advisors
Illinois
$306K -$1.47K -5 -0.5%
MMPW
1686
Mitchell McLeod Pugh & Williams
Alabama
$306K – – –
WIC
1687
Woodmont Investment Counsel
Tennessee
$306K +$290K +988 New
AIM
1688
AMI Investment Management
Indiana
$305K -$379K -1,290 -57%
G
1689
Gainplan
Michigan
$305K -$21.4K -73 -7%
FM
1690
Foster & Motley
Ohio
$304K -$47.6K -162 -14%
CAN
1691
Claraphi Advisory Network
United States
$303K -$200K -681 -41%
MWM
1692
Minot Wealth Management
Massachusetts
$303K +$288K +980 New
TW
1693
TrinityPoint Wealth
Connecticut
$301K -$24.7K -84 -8%
TAM
1694
Tradition Asset Management
Virginia
$301K – – –
BMC
1695
Benin Management Corp
Connecticut
$296K – – –
SAM
1696
Seelaus Asset Management
New Jersey
$294K -$44K -150 -14%
RE
1697
RBC Europe
United Kingdom
$293K -$176K -600 -39%
FA
1698
FMA Advisory
Pennsylvania
$292K +$881 +3 +0.3%
EW
1699
Evoke Wealth
California
$290K – – –
SFSG
1700
Stearns Financial Services Group
North Carolina
$287K -$966K -3,289 -78%
66 67
68
69 70