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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
GP
2126
Greenline Partners
New York
$44K -$1.78K -5 -4%
GTAM
2127
Global Trust Asset Management
Florida
$42K – – –
MLFP
2128
MPS Loria Financial Planners
Illinois
$41K – – –
CICI
2129
Capital Investment Counsel Inc
North Carolina
$40K -$57K -160 -60%
HFM
2130
Hartford Financial Management
Connecticut
$40K – – –
CAM
2131
Costello Asset Management
Pennsylvania
$37K – – –
TI
2132
Truehand Inc
New Hampshire
$36K – – –
LWA
2133
Lowe Wealth Advisors
Maryland
$32K – – –
TCM
2134
Tradewinds Capital Management
Washington
$32K – – –
PA
2135
Perennial Advisors
New York
$29K +$27.1K +76 New
JPLA
2136
Joseph P. Lucia & Associates
New York
$27K +$26K +73 New
LGA
2137
Lebenthal Global Advisors
New York
$25K +$24.6K +69 New
TAM
2138
Tucker Asset Management
Colorado
$24.8K +$23.5K +66 New
FA
2139
Fortis Advisors
Pennsylvania
$24K +$23.1K +65 New
SIM
2140
Seaview Investment Managers
Florida
$24K +$23.1K +65 New
CBT
2141
CoreFirst Bank & Trust
Kansas
$23K +$22.1K +62 New
MF
2142
Manchester Financial
California
$22K – – –
VCM
2143
Vigilant Capital Management
Maine
$21K -$87.2K -245 -82%
BWL
2144
Bogart Wealth LLC
Virginia
$20K +$4.98K +14 +35%
PAIM
2145
Punch & Associates Investment Management
Minnesota
$20K +$18.5K +52 New
MAM
2146
McCarthy Asset Management
California
$20K +$18.9K +53 New
GCM
2147
Gables Capital Management
Florida
$19K – – –
SL
2148
Savior LLC
Massachusetts
$19K – – –
SIAG
2149
Signet Investment Advisory Group
Rhode Island
$19K +$17.8K +50 New
PWA
2150
Phoenix Wealth Advisors
North Carolina
$19K +$18.2K +51 New
84 85
86
87 88