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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
DAM
1926
Delta Asset Management
Tennessee
$317K – – –
BHTS
1927
Bar Harbor Trust Services
Maine
$316K -$7.47K -21 -2%
FVWA
1928
Foster Victor Wealth Advisors
South Carolina
$315K -$32K -90 -10%
HWA
1929
Hilltop Wealth Advisors
North Carolina
$315K – – –
AIC
1930
Archer Investment Corporation
Indiana
$313K +$1.07K +3 +0.4%
IHWM
1931
Iron Horse Wealth Management
Iowa
$312K +$295K +830 New
AIA
1932
Alera Investment Advisors
Illinois
$311K – – –
WTFG
1933
Wells Trecaso Financial Group
Ohio
$310K – – –
WIA
1934
Wealthstreet Investment Advisors
Texas
$310K +$294K +827 New
AWM
1935
AllSquare Wealth Management
New York
$309K – – –
FM
1936
Foster & Motley
Ohio
$306K -$45.9K -129 -14%
OWA
1937
One Wealth Advisors
California
$301K +$286K +803 New
NCM
1938
Neumann Capital Management
California
$300K – – –
FNBOMD
1939
First National Bank of Mount Dora
Florida
$300K +$284K +799 New
ZIM
1940
Zacks Investment Management
Illinois
$299K +$1.07K +3 +0.4%
SWM
1941
Shakespeare Wealth Management
Wisconsin
$297K -$31.7K -89 -10%
EIA
1942
Edgemoor Investment Advisors
Maryland
$296K – – –
BC
1943
Barnett & Company
Tennessee
$295K +$178K +500 +174%
CBT
1944
Capital Bank & Trust
California
$294K +$279K +784 New
KCM
1945
Kathmere Capital Management
Pennsylvania
$292K +$136K +381 +96%
SKK
1946
Shepherd Kaplan Krochuk
Massachusetts
$291K -$356 -1 -0.1%
SVCP
1947
Silicon Valley Capital Partners
California
$287K +$1.07K +3 +0.4%
HIS
1948
Horizon Investment Services
Indiana
$285K – – –
AIC
1949
Ayalon Insurance Company
Israel
$285K +$160K +450 +146%
GCP
1950
Gill Capital Partners
Colorado
$284K -$12.5K -35 -4%
76 77
78
79 80