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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
BP
1726
BCK Partners
New York
$790K – – –
FBT
1727
First Bank & Trust
South Dakota
$790K – – –
CAI
1728
Capital Advisors Inc
Oklahoma
$783K +$79.6K +190 +12%
RF
1729
RHS Financial
California
$780K +$759K +1,813 New
CNC
1730
Citizens & Northern Corp
Pennsylvania
$778K -$53.2K -127 -7%
WIA
1731
Westbourne Investment Advisors
Maryland
$777K -$33.1K -79 -4%
ODCM
1732
Old Dominion Capital Management
Virginia
$776K – – –
TWP
1733
Treybourne Wealth Planners
Indiana
$776K +$107K +255 +16%
DIA
1734
Davidson Investment Advisors
Montana
$774K – – –
OSNBOA
1735
Old Second National Bank of Aurora
Illinois
$774K – – –
NFC
1736
Northeast Financial Consultants
Connecticut
$770K – – –
RCG
1737
Rock Creek Group
District of Columbia
$769K -$456K -1,089 -38%
APP
1738
Avantax Planning Partners
Iowa
$769K +$44.8K +107 +6%
ADBIC
1739
A.D. Beadell Investment Counsel
Wisconsin
$769K +$750K +1,791 New
CTFG
1740
Capstone Triton Financial Group
Oklahoma
$762K -$111K -264 -13%
SWM
1741
Selective Wealth Management
Virginia
$761K -$167K -398 -18%
BC
1742
Burney Company
Virginia
$759K -$419 -1 -0.1%
BCM
1743
Beck Capital Management
Texas
$758K -$382K -911 -34%
SWM
1744
Southern Wealth Management
Texas
$753K +$4.61K +11 +0.7%
PCM
1745
Princeton Capital Management
New Jersey
$752K – – –
AMCA
1746
Arthur M. Cohen & Associates
Illinois
$745K -$10.1K -24 -1%
SVWAG
1747
Sound View Wealth Advisors Group
Georgia
$743K +$838 +2 +0.1%
SIA
1748
Stegner Investment Associates
Kentucky
$741K +$44.8K +107 +7%
CWA
1749
Clearview Wealth Advisors
Oregon
$740K -$602K -1,438 -46%
ZIM
1750
Zacks Investment Management
Illinois
$740K +$386K +922 +115%
68 69
70
71 72