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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
1951
Oakwood Capital Management
California
$361K -$491K -1,269 -58%
FA
1952
FMA Advisory
Pennsylvania
$361K +$1.16K +3 +0.3%
AWA
1953
ARS Wealth Advisors
Florida
$360K – – –
SIM
1954
Sadoff Investment Management
Wisconsin
$360K – – –
TP
1955
Truvvo Partners
New York
$360K – – –
FANJ
1956
Financial Architects (New Jersey)
New Jersey
$360K +$128K +331 +58%
TW
1957
TrinityPoint Wealth
Connecticut
$358K – – –
KCPG
1958
Kavar Capital Partners Group
Kansas
$354K +$73.6K +190 +27%
TCM
1959
Tandem Capital Management
New Jersey
$351K – – –
HTHT
1960
Hemenway Trust Hemenway Trust
New Hampshire
$350K -$13.6K -35 -4%
CP
1961
Covenant Partners
Tennessee
$348K – – –
BFM
1962
Boston Financial Management
Massachusetts
$348K +$10.1K +26 +3%
TAM
1963
Tocqueville Asset Management
New York
$347K – – –
UBG
1964
United Bank (Georgia)
Georgia
$340K -$11.2K -29 -3%
DAM
1965
Delta Asset Management
Tennessee
$336K – – –
AIC
1966
Archer Investment Corporation
Indiana
$335K +$3.1K +8 +1%
BHTS
1967
Bar Harbor Trust Services
Maine
$334K -$774 -2 -0.2%
RIG
1968
Roosevelt Investment Group
New York
$334K +$325K +839 New
UFF
1969
USA Financial Formulas
Michigan
$333K -$20.5K -53 -6%
PFM
1970
Patton Fund Management
Texas
$332K -$1.52M -3,927 -82%
IHWM
1971
Iron Horse Wealth Management
Iowa
$330K – – –
AIA
1972
Alera Investment Advisors
Illinois
$329K – – –
WIA
1973
Wealthstreet Investment Advisors
Texas
$329K – – –
PD
1974
Planning Directions
Pennsylvania
$328K -$23.6K -61 -7%
RCS
1975
Retirement Capital Strategies
California
$328K +$319K +824 New
77 78
79
80 81