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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
AMM
1926
American Money Management
California
– -$240K -742 Closed
HCIA
1927
Hochman Cole Investment Advisors
Illinois
– -$238K -737 Closed
MHIC
1928
Marble Harbor Investment Counsel
Massachusetts
– -$238K -737 Closed
CPC
1929
Consolidated Planning Corp
Georgia
– -$238K -736 Closed
NPA
1930
Nichols & Pratt Advisers
Massachusetts
– -$238K -735 Closed
MAS
1931
Madden Advisory Services
Florida
– -$233K -722 Closed
TCOO
1932
Trust Company of Oklahoma
Oklahoma
– -$233K -720 Closed
TAM
1933
Tocqueville Asset Management
New York
– -$232K -718 Closed
MIM
1934
Marco Investment Management
Georgia
– -$229K -708 Closed
EIA
1935
Edgemoor Investment Advisors
Maryland
– -$228K -706 Closed
FVWA
1936
Foster Victor Wealth Advisors
South Carolina
– -$230K -706 Closed
BSAM
1937
Blue Sky Asset Management
Colorado
– -$226K -700 Closed
KCPG
1938
Kavar Capital Partners Group
Kansas
– -$226K -699 Closed
TA
1939
TFG Advisers
Michigan
– -$223K -691 Closed
LCM
1940
LVM Capital Management
Michigan
– -$223K -689 Closed
PD
1941
Planning Directions
Pennsylvania
– -$222K -687 Closed
JPG
1942
Jordan Park Group
California
– -$221K -685 Closed
RWA
1943
RGT Wealth Advisors
Texas
– -$220K -682 Closed
MPW
1944
Monterey Private Wealth
California
– -$220K -679 Closed
RIM
1945
Regent Investment Management
Kentucky
– -$219K -678 Closed
GLR
1946
Great Lakes Retirement
Ohio
– -$218K -675 Closed
MIC
1947
Meridian Investment Counsel
California
– -$213K -660 Closed
WAS
1948
Wealth Advisory Solutions
Indiana
– -$212K -658 Closed
TP
1949
Truvvo Partners
New York
– -$211K -652 Closed
AGA
1950
Arkos Global Advisors
Texas
– -$210K -650 Closed
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