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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
RPA
1951
Rock Point Advisors
Vermont
– -$210K -650 Closed
CB
1952
Cadence Bank
Mississippi
– -$204K -631 Closed
IC
1953
Investment Counsel
Michigan
– -$204K -630 Closed
BPM
1954
Bowling Portfolio Management
Ohio
– -$203K -629 Closed
LF
1955
LifeSteps Financial
California
– -$203K -627 Closed
ACM
1956
Allred Capital Management
Texas
– -$201K -621 Closed
LFASL
1957
Lugano Financial Advisors SA (LFA)
Switzerland
– -$200K -620 Closed
HCM
1958
Hillman Capital Management
Maryland
– -$151K -466 Closed
PAIM
1959
Punch & Associates Investment Management
Minnesota
– -$137K -423 Closed
TVWM
1960
Tower View Wealth Management
Wisconsin
– -$131K -404 Closed
THWM
1961
Taylor Hoffman Wealth Management
Virginia
– -$122K -378 Closed
ACM
1962
Anfield Capital Management
California
– -$108K -323 Closed
CCP
1963
Clarkston Capital Partners
Michigan
– -$62K -193 Closed
CP
1964
Corbenic Partners
Pennsylvania
– -$53K -163 Closed
CL
1965
Cabana LLC
Arkansas
– -$42K -131 Closed
CHAM
1966
Clear Harbor Asset Management
Connecticut
– -$35.6K -110 Closed
FBT
1967
First Bank & Trust
South Dakota
– -$26K -80 Closed
SCA
1968
Stuart Chaussee & Associates
California
– -$21K -64 Closed
SIC
1969
Samalin Investment Counsel
New York
– -$19K -60 Closed
NC
1970
NewSquare Capital
Pennsylvania
– -$16K -50 Closed
WC
1971
Westwind Capital
New Mexico
– -$2K -6 Closed
WAOI
1972
Wealth Advisors of Iowa
Iowa
– +$3.96M +12,910 New
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