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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
MLL
1876
Moody Lynn & Lieberson
Massachusetts
$375K – – –
MMPW
1877
Mitchell McLeod Pugh & Williams
Alabama
$371K – – –
WIC
1878
Woodmont Investment Counsel
Tennessee
$371K – – –
AIM
1879
AMI Investment Management
Indiana
$370K – – –
ONST
1880
Old North State Trust
North Carolina
$369K -$63.7K -179 -15%
AP
1881
Atwood & Palmer
Missouri
$368K +$45.9K +129 +15%
BFG
1882
Bouchey Financial Group
New York
$368K +$348K +979 New
FNT
1883
First Nebraska Trust
Nebraska
$368K -$57.7K -162 -14%
G
1884
Gainplan
Michigan
$365K -$6.41K -18 -2%
HCMNY
1885
Howard Capital Management (New York)
New York
$365K +$84.4K +237 +32%
TPA
1886
Trivium Point Advisory
Connecticut
$363K -$180K -507 -35%
NSB
1887
Norway Savings Bank
Maine
$361K -$17.8K -50 -5%
KFS
1888
Kaizen Financial Strategies
California
$359K +$341K +957 New
SAM
1889
Seelaus Asset Management
New Jersey
$357K – – –
MAM
1890
McLean Asset Management
Virginia
$356K +$337K +947 New
SWIG
1891
Strategic Wealth Investment Group
Kentucky
$356K +$338K +949 New
SDWIA
1892
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$354K +$27.8K +78 +9%
AWAP
1893
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$354K +$336K +944 New
FWM
1894
Foresight Wealth Management
Utah
$352K -$619K -1,740 -65%
FCM
1895
Firestone Capital Management
Florida
$352K +$53.4K +150 +19%
SIA
1896
Stegner Investment Associates
Kentucky
$352K +$95.7K +269 +40%
TW
1897
TrinityPoint Wealth
Connecticut
$347K -$25.3K -71 -7%
TAM
1898
Townsend Asset Management
North Carolina
$346K +$356 +1 +0.1%
GFG
1899
Greystone Financial Group
Michigan
$346K +$314K +883 New
AWA
1900
Acorn Wealth Advisors
Michigan
$345K +$7.12K +20 +2%
74 75
76
77 78