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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
1951
FMA Advisory
Pennsylvania
$361K +$1.16K +3 +0.3%
AWA
1952
ARS Wealth Advisors
Florida
$360K – – –
SIM
1953
Sadoff Investment Management
Wisconsin
$360K – – –
TP
1954
Truvvo Partners
New York
$360K – – –
FANJ
1955
Financial Architects (New Jersey)
New Jersey
$360K +$128K +331 +58%
TW
1956
TrinityPoint Wealth
Connecticut
$358K – – –
KCPG
1957
Kavar Capital Partners Group
Kansas
$354K +$73.6K +190 +27%
TCM
1958
Tandem Capital Management
New Jersey
$351K – – –
HTHT
1959
Hemenway Trust Hemenway Trust
New Hampshire
$350K -$13.6K -35 -4%
CP
1960
Covenant Partners
Tennessee
$348K – – –
BFM
1961
Boston Financial Management
Massachusetts
$348K +$10.1K +26 +3%
TAM
1962
Tocqueville Asset Management
New York
$347K – – –
UBG
1963
United Bank (Georgia)
Georgia
$340K -$11.2K -29 -3%
DAM
1964
Delta Asset Management
Tennessee
$336K – – –
AIC
1965
Archer Investment Corporation
Indiana
$335K +$3.1K +8 +1%
BHTS
1966
Bar Harbor Trust Services
Maine
$334K -$774 -2 -0.2%
RIG
1967
Roosevelt Investment Group
New York
$334K +$325K +839 New
UFF
1968
USA Financial Formulas
Michigan
$333K -$20.5K -53 -6%
PFM
1969
Patton Fund Management
Texas
$332K -$1.52M -3,927 -82%
IHWM
1970
Iron Horse Wealth Management
Iowa
$330K – – –
AIA
1971
Alera Investment Advisors
Illinois
$329K – – –
WIA
1972
Wealthstreet Investment Advisors
Texas
$329K – – –
PD
1973
Planning Directions
Pennsylvania
$328K -$23.6K -61 -7%
RCS
1974
Retirement Capital Strategies
California
$328K +$319K +824 New
AHB
1975
Abner Herrman & Brock
New Jersey
$327K +$68.9K +178 +28%
77 78
79
80 81