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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
WFAG
1876
Wescott Financial Advisory Group
Pennsylvania
$520K +$76.7K +173 +17%
PIFP
1877
Partners in Financial Planning
Virginia
$519K – – –
HCM
1878
HMS Capital Management
Tennessee
$518K – – –
FAM
1879
Fenimore Asset Management
New York
$517K – – –
FCM
1880
Firestone Capital Management
Florida
$516K – – –
SBF
1881
Sara-Bay Financial
Florida
$515K +$23.9K +54 +5%
SIA
1882
Strategic Investment Advisors
Michigan
$514K +$4.43K +10 +0.8%
ADIM
1883
Alpha DNA Investment Management
Maryland
$511K – – –
MPIA
1884
Mountain Pacific Investment Advisers
Idaho
$511K – – –
PS
1885
Portfolio Strategies
New York
$509K – – –
DC
1886
Defender Capital
North Carolina
$508K – – –
SCM
1887
Seascape Capital Management
New Hampshire
$508K – – –
WF
1888
WoodTrust Financial
Wisconsin
$506K – – –
RW
1889
REDW Wealth
New Mexico
$505K – – –
TAM
1890
Townsend Asset Management
North Carolina
$505K +$21.3K +48 +4%
BFG
1891
Bouchey Financial Group
New York
$504K +$4.43K +10 +0.9%
ST
1892
Spinnaker Trust
Maine
$503K -$22.2K -50 -4%
HCIA
1893
Hochman Cole Investment Advisors
Illinois
$501K -$9.75K -22 -2%
ZIG
1894
Zurich Insurance Group
Switzerland
$501K +$36.3K +82 +7%
BHTS
1895
Bar Harbor Trust Services
Maine
$501K +$187K +422 +57%
GCP
1896
GSA Capital Partners
United Kingdom
$499K -$71.3K -161 -12%
CAMG
1897
CWA Asset Management Group
Florida
$499K +$29.2K +66 +6%
PA
1898
Probity Advisors
Texas
$498K +$269K +608 +111%
SFP
1899
Strategic Financial Planning
Texas
$495K – – –
TCOO
1900
Trust Company of Oklahoma
Oklahoma
$494K -$17.7K -40 -3%
74 75
76
77 78