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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
AIC
1776
Argus Investors Counsel
New York
$254K +$252K +756 New
FAT
1777
First American Trust
California
$254K +$252K +756 New
TF
1778
Tompkins Financial
New York
$253K -$36.9K -111 -13%
PW
1779
Peninsula Wealth
California
$252K -$121K -364 -33%
VBFG
1780
Vishria Bird Financial Group
Tennessee
$250K -$3.33K -10 -1%
G
1781
GenTrust
Florida
$249K -$362K -1,089 -59%
SCM
1782
Stonehearth Capital Management
Massachusetts
$249K -$24.6K -74 -9%
DWA
1783
Dougherty Wealth Advisers
Minnesota
$249K – – –
MHIC
1784
Marble Harbor Investment Counsel
Massachusetts
$248K – – –
HCMNY
1785
Howard Capital Management (New York)
New York
$247K – – –
NPA
1786
Nichols & Pratt Advisers
Massachusetts
$247K – – –
WA
1787
WBH Advisory
Maryland
$247K – – –
JWBC
1788
J.W. Burns & Co
New York
$245K -$21.6K -65 -8%
RCM
1789
Radnor Capital Management
Pennsylvania
$244K +$242K +727 New
ACM
1790
Ategra Capital Management
Virginia
$244K – – –
SPL
1791
Smart Portfolios LLC
Washington
$243K +$9.32K +28 +4%
ST
1792
Sabal Trust
Florida
$243K +$241K +724 New
HCIA
1793
Hochman Cole Investment Advisors
Illinois
$242K – – –
MAS
1794
Madden Advisory Services
Florida
$242K – – –
TAM
1795
Tocqueville Asset Management
New York
$241K – – –
LWM
1796
Laidlaw Wealth Management
New York
$240K -$405K -1,217 -63%
TCWA
1797
Ten Capital Wealth Advisors
Washington
$240K +$237K +713 New
DI
1798
DFPG Investments
Utah
$239K +$15.6K +47 +7%
PRWA
1799
Platte River Wealth Advisors
Colorado
$239K +$236K +710 New
CFA
1800
Capstone Financial Advisors
Illinois
$238K – – –
70 71
72
73 74