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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
MMPW
1876
Mitchell McLeod Pugh & Williams
Alabama
$371K – – –
WIC
1877
Woodmont Investment Counsel
Tennessee
$371K – – –
AIM
1878
AMI Investment Management
Indiana
$370K – – –
ONST
1879
Old North State Trust
North Carolina
$369K -$63.7K -179 -15%
AP
1880
Atwood & Palmer
Missouri
$368K +$45.9K +129 +15%
BFG
1881
Bouchey Financial Group
New York
$368K +$348K +979 New
FNT
1882
First Nebraska Trust
Nebraska
$368K -$57.7K -162 -14%
G
1883
Gainplan
Michigan
$365K -$6.41K -18 -2%
HCMNY
1884
Howard Capital Management (New York)
New York
$365K +$84.4K +237 +32%
TPA
1885
Trivium Point Advisory
Connecticut
$363K -$180K -507 -35%
NSB
1886
Norway Savings Bank
Maine
$361K -$17.8K -50 -5%
KFS
1887
Kaizen Financial Strategies
California
$359K +$341K +957 New
SAM
1888
Seelaus Asset Management
New Jersey
$357K – – –
MAM
1889
McLean Asset Management
Virginia
$356K +$337K +947 New
SWIG
1890
Strategic Wealth Investment Group
Kentucky
$356K +$338K +949 New
SDWIA
1891
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$354K +$27.8K +78 +9%
AWAP
1892
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$354K +$336K +944 New
FWM
1893
Foresight Wealth Management
Utah
$352K -$619K -1,740 -65%
FCM
1894
Firestone Capital Management
Florida
$352K +$53.4K +150 +19%
SIA
1895
Stegner Investment Associates
Kentucky
$352K +$95.7K +269 +40%
TW
1896
TrinityPoint Wealth
Connecticut
$347K -$25.3K -71 -7%
TAM
1897
Townsend Asset Management
North Carolina
$346K +$356 +1 +0.1%
GFG
1898
Greystone Financial Group
Michigan
$346K +$314K +883 New
AWA
1899
Acorn Wealth Advisors
Michigan
$345K +$7.12K +20 +2%
CAM
1900
Cozad Asset Management
Illinois
$343K -$1.69M -4,734 -84%
74 75
76
77 78