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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
BPM
1826
Bowling Portfolio Management
Ohio
$203K +$195K +629 New
FFSOTS
1827
Fiduciary Financial Services of The Southwest
Texas
$202K +$193K +624 New
ACM
1828
Allred Capital Management
Texas
$201K +$192K +621 New
FANJ
1829
Financial Architects (New Jersey)
New Jersey
$200K +$5.26K +17 +3%
LFASL
1830
Lugano Financial Advisors SA (LFA)
Switzerland
$200K +$192K +620 New
SWA
1831
Sutton Wealth Advisors
Florida
$195K – – –
FWM
1832
FSA Wealth Management
Massachusetts
$191K +$183K +590 New
RFM
1833
Royal Fund Management
Florida
$187K -$48.3K -156 -21%
NSB
1834
Norway Savings Bank
Maine
$178K – – –
CIAS
1835
CBIZ Investment Advisory Services
Ohio
$174K – – –
FWM
1836
Filbrandt Wealth Management
Wisconsin
$173K +$166K +537 New
PAI
1837
Pittenger & Anderson Inc
Nebraska
$169K – – –
CHC
1838
City Holding Co
West Virginia
$161K -$4.64K -15 -3%
HWA
1839
HCR Wealth Advisors
California
$160K +$153K +495 New
SFA
1840
Stewardship Financial Advisors
Georgia
$152K +$35K +113 +32%
HCM
1841
Hillman Capital Management
Maryland
$151K +$144K +466 New
DCM
1842
Disciplina Capital Management
Tennessee
$147K -$49.5K -160 -26%
MIFH
1843
Migdal Insurance & Financial Holdings
Israel
$145K – – –
GFPC
1844
Global Financial Private Capital
Florida
$144K -$51.4K -166 -27%
PAIM
1845
Punch & Associates Investment Management
Minnesota
$137K +$131K +423 New
GG
1846
Gleason Group
Kentucky
$135K +$129K +418 New
TVWM
1847
Tower View Wealth Management
Wisconsin
$131K – – –
AA
1848
AlphaMark Advisors
Kentucky
$122K – – –
THWM
1849
Taylor Hoffman Wealth Management
Virginia
$122K – – –
RWB
1850
RMR Wealth Builders
New Jersey
$122K +$117K +378 New
72 73
74
75 76