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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
DIA
1701
Davidson Investment Advisors
Montana
$716K +$697K +1,800 New
VAG
1702
VisionPoint Advisory Group
Texas
$712K -$5.36M -13,848 -89%
NFC
1703
Northeast Financial Consultants
Connecticut
$712K – – –
MFW
1704
Mosaic Family Wealth
Missouri
$708K – – –
BC
1705
Burney Company
Virginia
$703K +$273K +705 +66%
MFG
1706
Monumental Financial Group
Maryland
$703K +$685K +1,768 New
DCM
1707
Disciplina Capital Management
Tennessee
$702K +$489K +1,264 +253%
ODG
1708
O'Dell Group
Ohio
$701K -$774 -2 -0.1%
CBB
1709
Citizens Business Bank
California
$700K – – –
AIC
1710
Ayalon Insurance Company
Israel
$700K +$381K +984 +130%
AMCA
1711
Arthur M. Cohen & Associates
Illinois
$699K +$2.32K +6 +0.3%
TCWA
1712
Ten Capital Wealth Advisors
Washington
$697K +$403K +1,040 +146%
PCM
1713
Princeton Capital Management
New Jersey
$696K – – –
PA
1714
Procyon Advisors
Connecticut
$695K -$8.9K -23 -1%
SW
1715
SkyOak Wealth
Michigan
$691K -$18.6K -48 -3%
AFAS
1716
Acorn Financial Advisory Services
Virginia
$690K +$89.8K +232 +15%
SVWAG
1717
Sound View Wealth Advisors Group
Georgia
$687K – – –
FSG
1718
Financial Strategies Group
Michigan
$685K -$20.5K -53 -3%
LWA
1719
Lenox Wealth Advisors
New York
$683K -$535K -1,383 -45%
TWM
1720
Trinity Wealth Management
Pennsylvania
$683K -$57.7K -149 -8%
AWA
1721
AmeriServ Wealth Advisors
Pennsylvania
$683K -$22.1K -57 -3%
APW
1722
Aurora Private Wealth
New Jersey
$683K -$10.8K -28 -2%
JBA
1723
Johnson Bixby & Associates
Washington
$680K -$1.94K -5 -0.3%
CGH
1724
Crossmark Global Holdings
Texas
$674K – – –
BFG
1725
Berger Financial Group
Minnesota
$673K +$418K +1,079 +176%
67 68
69
70 71