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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
VNA
2076
Valley National Advisers
Pennsylvania
$157K -$5.34K -15 -3%
AA
2077
AlphaMark Advisors
Kentucky
$151K – – –
AWM
2078
Atticus Wealth Management
Florida
$151K +$126K +355 +740%
MIM
2079
MTM Investment Management
South Carolina
$151K +$143K +403 New
PS
2080
Planned Solutions
California
$150K +$356 +1 +0.3%
RWB
2081
RMR Wealth Builders
New Jersey
$147K +$139K +391 New
AWM
2082
Accel Wealth Management
Iowa
$136K +$128K +361 New
IRAG
2083
Investment Research & Advisory Group
Georgia
$133K – – –
RWM
2084
Raffa Wealth Management
District of Columbia
$131K – – –
IBOK
2085
Independence Bank of Kentucky
Kentucky
$128K – – –
MHR
2086
Matthew Hamilton Rosenberg
$128K – – –
BDS
2087
Banco de Sabadell
Florida
$126K -$331K -930 -73%
AC
2088
AlphaCore Capital
California
$125K – – –
OIM
2089
Oder Investment Management
California
$120K +$114K +319 New
MIM
2090
Merrion Investment Management
New Jersey
$118K +$112K +315 New
MAM
2091
Meeder Asset Management
Ohio
$117K +$9.61K +27 +10%
CFO
2092
Colony Family Offices
North Carolina
$117K +$111K +312 New
BEI
2093
Benjamin Edwards Inc
Missouri
$116K +$22.4K +63 +26%
TF
2094
Tompkins Financial
New York
$112K -$161K -453 -60%
KFO
2095
Kopp Family Office
Minnesota
$110K – – –
SAS
2096
Stelac Advisory Services
New York
$108K +$103K +289 New
KC
2097
Kinloch Capital
Virginia
$106K +$100K +282 New
HGWM
2098
Harvest Group Wealth Management
Massachusetts
$102K +$56.6K +159 +141%
AIM
2099
Anchor Investment Management
South Carolina
$101K – – –
PIP
2100
Peachtree Investment Partners
Florida
$100K +$95.4K +268 New
82 83
84
85 86