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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
TF
1726
Tompkins Financial
New York
$267K +$29.4K +100 +13%
WEC
1727
Winslow Evans & Crocker
Massachusetts
$267K +$52.3K +178 +26%
HIM
1728
Hotaling Investment Management
Pennsylvania
$266K – – –
SDWIA
1729
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$266K – – –
VRM
1730
Vectors Research Management
New York
$266K – – –
SIC
1731
Samalin Investment Counsel
New York
$264K +$250K +852 New
AWM
1732
AllSquare Wealth Management
New York
$263K -$7.34K -25 -3%
GCP
1733
Gill Capital Partners
Colorado
$262K -$22K -75 -8%
SMH
1734
Sanders Morris Harris
Texas
$262K +$248K +845 New
DAM
1735
Delta Asset Management
Tennessee
$261K -$16.1K -55 -6%
MPM
1736
Meritage Portfolio Management
Kansas
$261K – – –
TP
1737
Truvvo Partners
New York
$261K +$248K +843 New
ACM
1738
Argent Capital Management
Missouri
$260K -$1.04M -3,543 -81%
HWA
1739
Hilltop Wealth Advisors
North Carolina
$260K -$96K -327 -28%
JWM
1740
JGP Wealth Management
Oregon
$260K – – –
SSWM
1741
Smith Salley Wealth Management
North Carolina
$260K +$4.4K +15 +2%
PFA
1742
Plotkin Financial Advisors
Maryland
$260K -$5.87K -20 -2%
RP
1743
Riverbridge Partners
Minnesota
$257K -$1.01M -3,443 -81%
AIC
1744
Archer Investment Corporation
Indiana
$256K -$313K -1,065 -56%
AIA
1745
Alera Investment Advisors
Illinois
$256K -$63.4K -216 -21%
RCS
1746
Retirement Capital Strategies
California
$255K – – –
CWM
1747
Cedar Wealth Management
California
$253K +$52K +177 +28%
FMW
1748
Farr Miller & Washington
District of Columbia
$252K -$78.1K -266 -25%
CSIA
1749
Charles Schwab Investment Advisory
California
$251K +$238K +812 New
MS
1750
Madden Securities
Texas
$251K +$238K +812 New
68 69
70
71 72