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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
AP
1876
Arlington Partners
Alabama
$537K -$106K -253 -17%
LWMT
1877
Legacy Wealth Management (Tennessee)
Tennessee
$534K +$82.9K +198 +19%
HFS
1878
Haverford Financial Services
Pennsylvania
$527K – – –
MA
1879
MONECO Advisors
Connecticut
$526K -$167K -398 -25%
ST
1880
Spinnaker Trust
Maine
$524K +$172K +411 +51%
PIFP
1881
Partners in Financial Planning
Virginia
$518K +$505K +1,205 New
EWA
1882
ERTS Wealth Advisors
Michigan
$518K -$35.6K -85 -7%
MCP
1883
Mirador Capital Partners
California
$517K -$54.9K -131 -10%
HCM
1884
HMS Capital Management
Tennessee
$517K +$46.9K +112 +10%
FAM
1885
Fenimore Asset Management
New York
$516K – – –
FCM
1886
Firestone Capital Management
Florida
$516K +$2.93K +7 +0.6%
APWA
1887
Atlas Private Wealth Advisors
New Jersey
$516K +$31K +74 +7%
HTHT
1888
Hemenway Trust Hemenway Trust
New Hampshire
$513K +$132K +315 +36%
ACM
1889
Ategra Capital Management
Virginia
$511K +$13.4K +32 +3%
TCOO
1890
Trust Company of Oklahoma
Oklahoma
$510K – – –
ADIM
1891
Alpha DNA Investment Management
Maryland
$510K +$49.4K +118 +11%
HCIA
1892
Hochman Cole Investment Advisors
Illinois
$510K +$62.8K +150 +14%
SIA
1893
Strategic Investment Advisors
Michigan
$509K -$134K -320 -21%
MPIA
1894
Mountain Pacific Investment Advisers
Idaho
$509K – – –
WFC
1895
Western Financial Corp
California
$509K +$496K +1,185 New
WCFA
1896
Walkner Condon Financial Advisors
Wisconsin
$508K -$2.1K -5 -0.4%
PS
1897
Portfolio Strategies
New York
$508K – – –
SCM
1898
Seascape Capital Management
New Hampshire
$507K +$838 +2 +0.2%
DC
1899
Defender Capital
North Carolina
$506K +$1.26K +3 +0.3%
OCM
1900
Oakwood Capital Management
California
$506K +$113K +270 +30%
74 75
76
77 78