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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
AIC
2051
Argus Investors Counsel
New York
$299K -$886 -2 -0.3%
MA
2052
Mezzasalma Advisors
New Jersey
$299K – – –
PRWA
2053
Platte River Wealth Advisors
Colorado
$299K – – –
PIN
2054
Prudent Investors Network
California
$298K -$22.2K -50 -7%
OBWP
2055
O'Brien Wealth Partners
Massachusetts
$298K – – –
MWM
2056
Maltin Wealth Management
New Jersey
$298K +$2.66K +6 +0.9%
DP
2057
DDD Partners
Washington
$297K – – –
FNBTCON
2058
First National Bank & Trust Co of Newtown
Pennsylvania
$297K +$24.4K +55 +9%
JWCA
2059
J.W. Coons Advisors
Ohio
$296K -$4.43K -10 -1%
SWIG
2060
Strategic Wealth Investment Group
Kentucky
$294K +$44.3K +100 +17%
BWM
2061
BNC Wealth Management
Oregon
$293K – – –
NSAM
2062
North Star Asset Management
Wisconsin
$293K – – –
WA
2063
WealthTrust Axiom
Pennsylvania
$292K +$301K +680 New
CCP
2064
Cardan Capital Partners
Colorado
$291K – – –
BWL
2065
Bogart Wealth LLC
Virginia
$291K +$62.9K +142 +27%
MMG
2066
Monetary Management Group
Missouri
$290K – – –
CCM
2067
Cribstone Capital Management
Maine
$289K -$31.9K -72 -10%
LIG
2068
Lokken Investment Group
Delaware
$289K – – –
PAM
2069
Private Asset Management
California
$288K – – –
KFS
2070
Kaizen Financial Strategies
California
$287K +$295K +666 New
NG
2071
NWK Group
California
$286K -$2.66K -6 -0.9%
MAM
2072
Meeder Asset Management
Ohio
$285K -$68.2K -154 -19%
HCM
2073
Howland Capital Management
Massachusetts
$284K -$18.2K -41 -6%
MIC
2074
Meridian Investment Counsel
California
$284K – – –
HIM
2075
Hotaling Investment Management
Pennsylvania
$280K – – –
81 82
83
84 85