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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
1801
LVM Capital Management
Michigan
$223K – – –
PD
1802
Planning Directions
Pennsylvania
$222K -$9.29K -30 -4%
WEC
1803
Winslow Evans & Crocker
Massachusetts
$222K – – –
FPB
1804
First PREMIER Bank
South Dakota
$221K – – –
JPG
1805
Jordan Park Group
California
$221K +$212K +685 New
MPW
1806
Monterey Private Wealth
California
$220K +$210K +679 New
RWA
1807
RGT Wealth Advisors
Texas
$220K +$211K +682 New
RIM
1808
Regent Investment Management
Kentucky
$219K – – –
GLR
1809
Great Lakes Retirement
Ohio
$218K +$209K +675 New
BBA
1810
Braun-Bostich & Associates
Pennsylvania
$216K +$205K +663 New
DI
1811
DFPG Investments
Utah
$215K +$202K +652 New
MIC
1812
Meridian Investment Counsel
California
$213K +$204K +660 New
WAS
1813
Wealth Advisory Solutions
Indiana
$212K +$204K +658 New
TP
1814
Truvvo Partners
New York
$211K +$202K +652 New
FCM
1815
Firestone Capital Management
Florida
$211K +$202K +653 New
AGA
1816
Arkos Global Advisors
Texas
$210K +$201K +650 New
RPA
1817
Rock Point Advisors
Vermont
$210K +$201K +650 New
MCM
1818
McMillion Capital Management
North Carolina
$209K -$4.95K -16 -2%
VNA
1819
Valley National Advisers
Pennsylvania
$209K – – –
BMM
1820
Berkshire Money Management
Massachusetts
$206K +$197K +636 New
RW
1821
RVW Wealth
California
$205K +$196K +633 New
IC
1822
Investment Counsel
Michigan
$204K +$195K +630 New
CB
1823
Cadence Bank
Mississippi
$204K +$195K +631 New
LF
1824
LifeSteps Financial
California
$203K +$194K +627 New
BPM
1825
Bowling Portfolio Management
Ohio
$203K +$195K +629 New
71 72
73
74 75