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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
RE
1926
RBC Europe
United Kingdom
$318K – – –
DAM
1927
Delta Asset Management
Tennessee
$317K – – –
BHTS
1928
Bar Harbor Trust Services
Maine
$316K -$7.47K -21 -2%
FVWA
1929
Foster Victor Wealth Advisors
South Carolina
$315K -$32K -90 -10%
HWA
1930
Hilltop Wealth Advisors
North Carolina
$315K – – –
AIC
1931
Archer Investment Corporation
Indiana
$313K +$1.07K +3 +0.4%
IHWM
1932
Iron Horse Wealth Management
Iowa
$312K +$295K +830 New
AIA
1933
Alera Investment Advisors
Illinois
$311K – – –
WTFG
1934
Wells Trecaso Financial Group
Ohio
$310K – – –
WIA
1935
Wealthstreet Investment Advisors
Texas
$310K +$294K +827 New
AWM
1936
AllSquare Wealth Management
New York
$309K – – –
FM
1937
Foster & Motley
Ohio
$306K -$45.9K -129 -14%
OWA
1938
One Wealth Advisors
California
$301K +$286K +803 New
NCM
1939
Neumann Capital Management
California
$300K – – –
FNBOMD
1940
First National Bank of Mount Dora
Florida
$300K +$284K +799 New
ZIM
1941
Zacks Investment Management
Illinois
$299K +$1.07K +3 +0.4%
SWM
1942
Shakespeare Wealth Management
Wisconsin
$297K -$31.7K -89 -10%
EIA
1943
Edgemoor Investment Advisors
Maryland
$296K – – –
BC
1944
Barnett & Company
Tennessee
$295K +$178K +500 +174%
CBT
1945
Capital Bank & Trust
California
$294K +$279K +784 New
KCM
1946
Kathmere Capital Management
Pennsylvania
$292K +$136K +381 +96%
SKK
1947
Shepherd Kaplan Krochuk
Massachusetts
$291K -$356 -1 -0.1%
SVCP
1948
Silicon Valley Capital Partners
California
$287K +$1.07K +3 +0.4%
HIS
1949
Horizon Investment Services
Indiana
$285K – – –
AIC
1950
Ayalon Insurance Company
Israel
$285K +$160K +450 +146%
76 77
78
79 80