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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
1701
Avity Investment Management
Connecticut
$285K – – –
TAM
1702
Townsend Asset Management
North Carolina
$285K +$587 +2 +0.2%
SWA
1703
Sutton Wealth Advisors
Florida
$284K +$68.7K +234 +34%
NRI
1704
NFP Retirement Inc
California
$283K +$881 +3 +0.3%
HCM
1705
Howland Capital Management
Massachusetts
$282K +$7.63K +26 +3%
AWA
1706
ARS Wealth Advisors
Florida
$281K -$77.8K -265 -23%
AWA
1707
Acorn Wealth Advisors
Michigan
$281K +$2.35K +8 +0.9%
PD
1708
Planning Directions
Pennsylvania
$281K +$267K +909 New
HIMC
1709
Heritage Investors Management Corp
Maryland
$279K -$156K -533 -37%
BFO
1710
Biltmore Family Office
North Carolina
$279K – – –
FBA
1711
Front Barnett Associates
Illinois
$278K +$3.82K +13 +1%
CC
1712
Cedar Capital
Illinois
$275K -$3.63M -12,356 -93%
WTFG
1713
Wells Trecaso Financial Group
Ohio
$274K – – –
AP
1714
Atwood & Palmer
Missouri
$273K – – –
SWM
1715
Shakespeare Wealth Management
Wisconsin
$273K – – –
TCM
1716
Tandem Capital Management
New Jersey
$273K – – –
AGA
1717
Arkos Global Advisors
Texas
$273K +$259K +882 New
WAS
1718
Wealth Advisory Solutions
Indiana
$273K +$260K +884 New
CG
1719
Corundum Group
Colorado
$271K – – –
CP
1720
Covenant Partners
Tennessee
$271K – – –
TW
1721
Towerpoint Wealth
California
$271K +$1.47K +5 +0.6%
HC
1722
HNP Capital
New York
$270K -$49.1M -167,172 -99%
GM
1723
GeoWealth Management
Illinois
$268K -$146K -497 -36%
SCM
1724
Stonehearth Capital Management
Massachusetts
$267K -$27.9K -95 -10%
TF
1725
Tompkins Financial
New York
$267K +$29.4K +100 +13%
67 68
69
70 71