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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
JPLA
1876
Joseph P. Lucia & Associates
New York
$23K – – –
FFC
1877
First Financial Corp
Indiana
$18K +$16.7K +57 New
BWL
1878
Bogart Wealth LLC
Virginia
$16K – – –
MSFP
1879
Mark Sheptoff Financial Planning
Connecticut
$16K – – –
CL
1880
Cabana LLC
Arkansas
$16K +$15.3K +52 New
AWM
1881
Atticus Wealth Management
Florida
$15K – – –
GCM
1882
Gables Capital Management
Florida
$15K – – –
PK
1883
Pflug Koory
Nebraska
$15K – – –
SL
1884
Savior LLC
Massachusetts
$15K – – –
SFA
1885
Semmax Financial Advisors
North Carolina
$14K -$27.9K -95 -67%
DCM
1886
Davis Capital Management
Florida
$13K – – –
BFIM
1887
Beese Fulmer Investment Management
Ohio
$13K +$12.6K +43 New
DOA
1888
D'Orazio & Associates
Virginia
$12K +$11.5K +39 New
UFF
1889
USA Financial Formulas
Michigan
$11K – – –
TVWM
1890
Tower View Wealth Management
Wisconsin
$11K +$9.98K +34 New
TFA
1891
Toth Financial Advisory
Virginia
$9K – – –
OIA
1892
Optimum Investment Advisors
Illinois
$6K – – –
PC
1893
Permanens Capital
New York
$5K – – –
AF
1894
Arrow Financial
New York
$4K – – –
BWA
1895
Burt Wealth Advisors
Maryland
$3K – – –
FMP
1896
Financial Management Professionals
Texas
$2K – – –
PGAM
1897
Princeton Global Asset Management
New Jersey
$1K +$1.47K +5 New
TI
1898
tru Independence
Oregon
$246 +$234K +797 New
WIM
1899
Westside Investment Management
California
$8 – – –
NLI
1900
Nippon Life Insurance
Japan
– -$301M -1,165,800 Closed
74 75
76
77 78