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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
2051
HHM Wealth Advisors
Tennessee
$695K +$201K +521 +40%
ACIM
2052
Azimuth Capital Investment Management
Michigan
$694K -$19.3K -50 -3%
VAFP
2053
Vahanian & Associates Financial Planning
New York
$694K -$50.2K -130 -7%
DSN
2054
D. Scott Neal
Kentucky
$693K – – –
MWM
2055
Meritas Wealth Management
California
$692K +$695K +1,800 New
TSS
2056
Two Sigma Securities
New York
$688K +$691K +1,790 New
MFG
2057
Mendota Financial Group
Wisconsin
$685K +$688K +1,783 New
HIF
2058
Hill Island Financial
Michigan
$684K +$687K +1,779 New
RFN
2059
Redwood Financial Network
Ohio
$681K -$78.3K -203 -10%
STCOSD
2060
Sageworth Trust Company of South Dakota
South Dakota
$681K – – –
TCCM
2061
Timber Creek Capital Management
Massachusetts
$680K -$17.4K -45 -2%
CWA
2062
Clearview Wealth Advisors
Oregon
$678K +$386 +1 +0.1%
SCP
2063
Stevens Capital Partners
Nebraska
$678K +$681K +1,764 New
CNHF
2064
Conrad N. Hilton Foundation
California
$677K +$680K +1,763 New
TFA
2065
Triad Financial Advisors
North Carolina
$674K +$205K +531 +43%
SW
2066
SlateStone Wealth
Florida
$672K – – –
VCM
2067
Vigilant Capital Management
Maine
$671K -$390K -1,010 -37%
CWM
2068
CCG Wealth Management
California
$667K +$116K +300 +21%
DWA
2069
Delap Wealth Advisory
Oregon
$666K +$669K +1,734 New
RK
2070
Rather & Kittrell
Tennessee
$665K – – –
CANC
2071
Culbertson A N & Co
Virginia
$665K +$172K +446 +35%
HCM
2072
Hollencrest Capital Management
California
$664K +$336K +870 +102%
HFS
2073
Howard Financial Services
Texas
$661K -$297K -770 -31%
AWAG
2074
ARS Wealth Advisors Group
Florida
$661K +$377K +976 +131%
CNB
2075
Camden National Bank
Maine
$659K -$10.8K -28 -2%
81 82
83
84 85