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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
2126
Professional Financial Advisors
Nebraska
$44K -$3.2K -9 -7%
GP
2127
Greenline Partners
New York
$44K -$1.78K -5 -4%
GTAM
2128
Global Trust Asset Management
Florida
$42K – – –
MLFP
2129
MPS Loria Financial Planners
Illinois
$41K – – –
CICI
2130
Capital Investment Counsel Inc
North Carolina
$40K -$57K -160 -60%
HFM
2131
Hartford Financial Management
Connecticut
$40K – – –
CAM
2132
Costello Asset Management
Pennsylvania
$37K – – –
TI
2133
Truehand Inc
New Hampshire
$36K – – –
LWA
2134
Lowe Wealth Advisors
Maryland
$32K – – –
TCM
2135
Tradewinds Capital Management
Washington
$32K – – –
PA
2136
Perennial Advisors
New York
$29K +$27.1K +76 New
JPLA
2137
Joseph P. Lucia & Associates
New York
$27K +$26K +73 New
LGA
2138
Lebenthal Global Advisors
New York
$25K +$24.6K +69 New
TAM
2139
Tucker Asset Management
Colorado
$24.8K +$23.5K +66 New
FA
2140
Fortis Advisors
Pennsylvania
$24K +$23.1K +65 New
SIM
2141
Seaview Investment Managers
Florida
$24K +$23.1K +65 New
CBT
2142
CoreFirst Bank & Trust
Kansas
$23K +$22.1K +62 New
MF
2143
Manchester Financial
California
$22K – – –
VCM
2144
Vigilant Capital Management
Maine
$21K -$87.2K -245 -82%
BWL
2145
Bogart Wealth LLC
Virginia
$20K +$4.98K +14 +35%
PAIM
2146
Punch & Associates Investment Management
Minnesota
$20K +$18.5K +52 New
MAM
2147
McCarthy Asset Management
California
$20K +$18.9K +53 New
GCM
2148
Gables Capital Management
Florida
$19K – – –
SL
2149
Savior LLC
Massachusetts
$19K – – –
SIAG
2150
Signet Investment Advisory Group
Rhode Island
$19K +$17.8K +50 New
84 85
86
87 88