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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
FBA
1726
Front Barnett Associates
Illinois
$280K – – –
APW
1727
Acima Private Wealth
Virginia
$279K – – –
AWA
1728
Arkadios Wealth Advisors
Georgia
$278K +$254K +822 New
BI
1729
Ballast Inc
Kentucky
$278K -$619 -2 -0.2%
OCM
1730
Oakwood Capital Management
California
$278K +$29.4K +95 +12%
PFA
1731
Plotkin Financial Advisors
Maryland
$277K +$266K +858 New
SCP
1732
Seizert Capital Partners
Michigan
$274K – – –
EPWM
1733
Essex Private Wealth Management
Massachusetts
$273K +$262K +845 New
MPM
1734
Meritage Portfolio Management
Kansas
$272K – – –
FA
1735
Fortis Advisors
Pennsylvania
$272K +$2.48K +8 +1%
PIM
1736
Penobscot Investment Management
Massachusetts
$271K +$260K +839 New
AWM
1737
AllSquare Wealth Management
New York
$269K – – –
LWMT
1738
Legacy Wealth Management (Tennessee)
Tennessee
$269K +$257K +832 New
AIA
1739
Alera Investment Advisors
Illinois
$268K -$309K -998 -55%
MCM
1740
Maple Capital Management
Vermont
$268K +$26.6K +86 +12%
JWM
1741
JGP Wealth Management
Oregon
$267K – – –
SDWIA
1742
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$267K +$256K +827 New
RCS
1743
Retirement Capital Strategies
California
$266K – – –
G
1744
GenTrust
Florida
$266K +$309 +1 +0.1%
LWS
1745
Lucia Wealth Services
California
$265K +$3.71K +12 +1%
CM
1746
Churchill Management
California
$263K -$20.1K -65 -7%
MS
1747
Madden Securities
Texas
$263K +$251K +812 New
CCM
1748
Cribstone Capital Management
Maine
$260K -$124K -400 -33%
SIM
1749
Sadoff Investment Management
Wisconsin
$259K -$103K -332 -29%
NCM
1750
Neumann Capital Management
California
$259K – – –
68 69
70
71 72