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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1751
AllSquare Wealth Management
New York
$277K -$8.32K -25 -3%
AWM
1752
Affinity Wealth Management
Delaware
$276K +$270K +812 New
LOPW
1753
Live Oak Private Wealth
North Carolina
$275K -$249K -748 -48%
FMW
1754
Farr Miller & Washington
District of Columbia
$274K – – –
EW
1755
Evoke Wealth
California
$273K -$41.3K -124 -13%
HIM
1756
Hotaling Investment Management
Pennsylvania
$272K -$16.6K -50 -6%
SIM
1757
Sadoff Investment Management
Wisconsin
$272K +$3.33K +10 +1%
RCS
1758
Retirement Capital Strategies
California
$270K – – –
NCM
1759
Neumann Capital Management
California
$269K – – –
ZIM
1760
Zacks Investment Management
Illinois
$266K -$68.9K -207 -21%
GCP
1761
Gill Capital Partners
Colorado
$266K -$17.3K -52 -6%
FCM
1762
Firestone Capital Management
Florida
$265K +$8.65K +26 +3%
EIA
1763
Edgemoor Investment Advisors
Maryland
$265K +$27.3K +82 +12%
PMG
1764
ProVise Management Group
Florida
$265K +$263K +790 New
RAM
1765
Riggs Asset Management
Pennsylvania
$263K +$3.99K +12 +2%
WI
1766
WBI Investments
New Jersey
$262K +$260K +780 New
LSPW
1767
Lake Street Private Wealth
Illinois
$261K +$15.6K +47 +6%
SKK
1768
Shepherd Kaplan Krochuk
Massachusetts
$261K +$259K +777 New
ANBT
1769
American National Bank & Trust
Texas
$260K – – –
HHAA
1770
Henry H. Armstrong Associates
Pennsylvania
$260K – – –
SVCP
1771
Silicon Valley Capital Partners
California
$256K +$998 +3 +0.4%
TCOO
1772
Trust Company of Oklahoma
Oklahoma
$255K +$253K +760 New
OAM
1773
Oppenheimer Asset Management
New York
$255K -$196K -589 -44%
HIS
1774
Horizon Investment Services
Indiana
$255K – – –
PWA
1775
Providence Wealth Advisors
Illinois
$254K – – –
69 70
71
72 73