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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
2076
Advisory Alpha
Michigan
$614K +$407K +910 +206%
SWK
2077
Stephen W. Kidder
$612K -$134K -300 -18%
HCM
2078
HM Capital Management
Missouri
$612K -$30K -67 -5%
CG
2079
Clarus Group
Texas
$610K +$40.3K +90 +7%
STCOSD
2080
Sageworth Trust Company of South Dakota
South Dakota
$603K – – –
PWP
2081
Principle Wealth Partners
Connecticut
$603K +$68K +152 +13%
AW
2082
Avion Wealth
Texas
$602K -$142K -318 -19%
DCM
2083
Donaldson Capital Management
Indiana
$602K -$37.6K -84 -6%
HIS
2084
Harvest Investment Services
Illinois
$602K +$3.58K +8 +0.6%
RCS
2085
Retirement Capital Strategies
California
$600K +$242K +540 +66%
ISL
2086
Ingalls & Snyder LLC
New York
$598K -$48.3K -108 -8%
SCM
2087
Seascape Capital Management
New Hampshire
$598K +$62.2K +139 +12%
VF
2088
Vista Finance
Missouri
$597K -$38K -85 -6%
SIM
2089
Sadoff Investment Management
Wisconsin
$597K +$144K +321 +32%
TWM
2090
Tradition Wealth Management
Minnesota
$593K +$2.24K +5 +0.4%
CSB
2091
City State Bank
Iowa
$591K +$9.39K +21 +2%
VT
2092
Vise Technologies
New York
$589K -$8.95K -20 -2%
SC
2093
Siena Capital
Ohio
$588K – – –
MSCM
2094
McElhenny Sheffield Capital Management
Texas
$587K -$116K -260 -17%
SOAG
2095
Silver Oak Advisory Group
Oregon
$586K – – –
CWMU
2096
Caliber Wealth Management (Utah)
Utah
$585K +$43.4K +97 +8%
RPG
2097
Resource Planning Group
Georgia
$584K -$10.3K -23 -2%
CIP
2098
Chartwell Investment Partners
Pennsylvania
$583K – – –
WA1
2099
Wimmer Associates 1
California
$583K – – –
CANC
2100
Culbertson A N & Co
Virginia
$582K – – –
82 83
84
85 86