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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
WEC
1726
Winslow Evans & Crocker
Massachusetts
$267K +$52.3K +178 +26%
HIM
1727
Hotaling Investment Management
Pennsylvania
$266K – – –
SDWIA
1728
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$266K – – –
VRM
1729
Vectors Research Management
New York
$266K – – –
SIC
1730
Samalin Investment Counsel
New York
$264K +$250K +852 New
AWM
1731
AllSquare Wealth Management
New York
$263K -$7.34K -25 -3%
GCP
1732
Gill Capital Partners
Colorado
$262K -$22K -75 -8%
SMH
1733
Sanders Morris Harris
Texas
$262K +$248K +845 New
DAM
1734
Delta Asset Management
Tennessee
$261K -$16.1K -55 -6%
MPM
1735
Meritage Portfolio Management
Kansas
$261K – – –
TP
1736
Truvvo Partners
New York
$261K +$248K +843 New
ACM
1737
Argent Capital Management
Missouri
$260K -$1.04M -3,543 -81%
HWA
1738
Hilltop Wealth Advisors
North Carolina
$260K -$96K -327 -28%
JWM
1739
JGP Wealth Management
Oregon
$260K – – –
SSWM
1740
Smith Salley Wealth Management
North Carolina
$260K +$4.4K +15 +2%
PFA
1741
Plotkin Financial Advisors
Maryland
$260K -$5.87K -20 -2%
RP
1742
Riverbridge Partners
Minnesota
$257K -$1.01M -3,443 -81%
AIC
1743
Archer Investment Corporation
Indiana
$256K -$313K -1,065 -56%
AIA
1744
Alera Investment Advisors
Illinois
$256K -$63.4K -216 -21%
RCS
1745
Retirement Capital Strategies
California
$255K – – –
CWM
1746
Cedar Wealth Management
California
$253K +$52K +177 +28%
FMW
1747
Farr Miller & Washington
District of Columbia
$252K -$78.1K -266 -25%
CSIA
1748
Charles Schwab Investment Advisory
California
$251K +$238K +812 New
MS
1749
Madden Securities
Texas
$251K +$238K +812 New
TPA
1750
Trivium Point Advisory
Connecticut
$249K -$164K -558 -42%
68 69
70
71 72