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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
MF
1801
Manchester Financial
California
$34K – – –
MAM
1802
Meeder Asset Management
Ohio
$32K -$185K -605 -83%
AC
1803
Asio Capital
Kentucky
$30K -$61.3K -200 -63%
CBT
1804
Capital Bank & Trust
California
$30K – – –
HGWM
1805
Harvest Group Wealth Management
Massachusetts
$29K – – –
SL
1806
Salomon & Ludwin
Virginia
$29K – – –
HFM
1807
Hartford Financial Management
Connecticut
$28K – – –
LWA
1808
Lowe Wealth Advisors
Maryland
$28K – – –
TCM
1809
Tradewinds Capital Management
Washington
$22K – – –
YAL
1810
Your Advocates Ltd
Texas
$21K +$25.1K +82 New
OIS
1811
Okabena Investment Services
Minnesota
$20K – – –
JPLA
1812
Joseph P. Lucia & Associates
New York
$19K – – –
MSFP
1813
Mark Sheptoff Financial Planning
Connecticut
$16K – – –
SL
1814
Savior LLC
Massachusetts
$13K -$43.2K -141 -74%
GCM
1815
Gables Capital Management
Florida
$13K -$7.97K -26 -34%
BWL
1816
Bogart Wealth LLC
Virginia
$13K +$4.9K +16 +47%
AWM
1817
Atticus Wealth Management
Florida
$12K -$12.9K -42 -47%
PK
1818
Pflug Koory
Nebraska
$12K – – –
NEIRG
1819
New England Investment & Retirement Group
Massachusetts
$12K +$13.8K +45 New
DCM
1820
Davis Capital Management
Florida
$11K +$12.6K +41 New
EWP
1821
Engrave Wealth Partners
Texas
$10K – – –
UFF
1822
USA Financial Formulas
Michigan
$9K -$678K -2,212 -98%
TFA
1823
Toth Financial Advisory
Virginia
$8K – – –
OIA
1824
Optimum Investment Advisors
Illinois
$5K +$5.82K +19 New
PC
1825
Permanens Capital
New York
$4K – – –
71 72
73
74 75