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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
MMG
1801
Monetary Management Group
Missouri
$208K – – –
DI
1802
DFPG Investments
Utah
$206K -$42.9K -146 -18%
MIC
1803
Meridian Investment Counsel
California
$204K +$194K +660 New
LI
1804
Lafayette Investments
Maryland
$203K +$193K +656 New
MD
1805
Money Design
Japan
$202K +$33.2K +113 +21%
FVWA
1806
Foster Victor Wealth Advisors
South Carolina
$202K +$191K +651 New
ACS
1807
Archford Capital Strategies
Illinois
$201K +$191K +650 New
RCA
1808
Ranch Capital Advisors
Florida
$195K -$89.3K -304 -34%
CIAS
1809
CBIZ Investment Advisory Services
Ohio
$188K – – –
AC
1810
AlphaCore Capital
California
$185K -$11.8M -40,327 -99%
FWM
1811
FSA Wealth Management
Massachusetts
$183K – – –
HBT
1812
Hills Bank & Trust
Iowa
$166K +$157K +535 New
PAI
1813
Pittenger & Anderson Inc
Nebraska
$160K -$57K -194 -27%
RP
1814
Rowlandmiller & Partners
Georgia
$157K – – –
HIM
1815
HawsGoodwin Investment Management
Tennessee
$157K +$21.4K +73 +17%
HWA
1816
HCR Wealth Advisors
California
$154K – – –
CHC
1817
City Holding Co
West Virginia
$148K – – –
BCP
1818
Blue Chip Partners
Michigan
$147K -$176K -598 -56%
SFA
1819
Stewardship Financial Advisors
Georgia
$146K +$17K +58 +14%
FWM
1820
Filbrandt Wealth Management
Wisconsin
$142K – – –
VNA
1821
Valley National Advisers
Pennsylvania
$134K -$53.7K -183 -30%
GG
1822
Gleason Group
Kentucky
$131K +$294 +1 +0.2%
AA
1823
AlphaMark Advisors
Kentucky
$125K +$7.93K +27 +7%
RWB
1824
RMR Wealth Builders
New Jersey
$125K +$118K +402 New
THWM
1825
Taylor Hoffman Wealth Management
Virginia
$117K +$111K +378 New
71 72
73
74 75