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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
1751
Torch Wealth Management
Ohio
$257K – – –
LWM
1752
Lyell Wealth Management
California
$257K +$246K +795 New
MWM
1753
Maltin Wealth Management
New Jersey
$256K +$245K +791 New
KAM
1754
Knightsbridge Asset Management
California
$255K -$3.1K -10 -1%
OBWP
1755
O'Brien Wealth Partners
Massachusetts
$254K +$29.7K +96 +14%
MCC
1756
Malaga Cove Capital
California
$254K +$243K +785 New
SFI
1757
SPC Financial Inc
Maryland
$254K +$243K +785 New
ZIM
1758
Zacks Investment Management
Illinois
$253K -$454K -1,468 -65%
GWS
1759
Glassman Wealth Services
Virginia
$252K – – –
RAM
1760
Riggs Asset Management
Pennsylvania
$252K +$27.2K +88 +13%
SWP
1761
Strategic Wealth Partners
Ohio
$251K -$1.1M -3,549 -82%
SPL
1762
Smart Portfolios LLC
Washington
$251K -$12.4K -40 -5%
ANBT
1763
American National Bank & Trust
Texas
$250K -$3.4K -11 -1%
SIM
1764
Sonora Investment Management
Arizona
$249K +$9.59K +31 +4%
TA
1765
TCG Advisors
Texas
$249K +$239K +771 New
ONST
1766
Old North State Trust
North Carolina
$247K -$8.36K -27 -3%
CFA
1767
Capstone Financial Advisors
Illinois
$247K +$309 +1 +0.1%
JWBC
1768
John W. Brooker & Co
California
$247K +$236K +763 New
HIS
1769
Horizon Investment Services
Indiana
$246K +$235K +760 New
PA
1770
Probity Advisors
Texas
$245K +$235K +759 New
ACM
1771
Ategra Capital Management
Virginia
$245K +$309 +1 +0.1%
PWA
1772
Providence Wealth Advisors
Illinois
$243K – – –
SVCP
1773
Silicon Valley Capital Partners
California
$243K +$1.24K +4 +0.5%
TW
1774
Towerpoint Wealth
California
$241K +$145K +470 +171%
DWA
1775
Dougherty Wealth Advisers
Minnesota
$240K -$10.5K -34 -4%
69 70
71
72 73