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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
KCFA
2126
Key Client Fiduciary Advisors
New Jersey
$403K – – –
RB
2127
Richmond Brothers
Michigan
$402K -$46.3K -116 -9%
ACM
2128
Advance Capital Management
Michigan
$402K – – –
TPW
2129
Tiller Private Wealth
Pennsylvania
$402K +$81.9K +205 +22%
ST
2130
Spinnaker Trust
Maine
$400K -$5.19K -13 -1%
BWM
2131
BNC Wealth Management
Oregon
$400K – – –
E
2132
ETFidea
New York
$400K -$14K -35 -3%
WMS
2133
Wealth Management Solutions
Pennsylvania
$399K -$65.9K -165 -13%
AW
2134
Alaethes Wealth
Nevada
$399K +$9.58K +24 +2%
FNBTCON
2135
First National Bank & Trust Co of Newtown
Pennsylvania
$398K – – –
ICM
2136
Intrepid Capital Management
Florida
$398K +$65.1K +163 +17%
NC
2137
NewSquare Capital
Pennsylvania
$397K -$89K -223 -17%
BCMO
2138
Buckingham Capital Management (Ohio)
Ohio
$396K – – –
HFS
2139
Haverford Financial Services
Pennsylvania
$396K – – –
PFG
2140
Pinnacle Financial Group
Illinois
$396K – – –
CAM
2141
Congress Asset Management
Massachusetts
$395K -$227K -569 -34%
SWK
2142
Stephen W. Kidder
$395K -$39.9K -100 -8%
SDWIA
2143
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$394K -$73.9K -185 -14%
LMKC
2144
L.M. Kohn & Company
Ohio
$392K -$180K -451 -29%
CCG
2145
Chatham Capital Group
Georgia
$391K – – –
LRPA
2146
L. Roy Papp & Associates
Arizona
$389K +$799 +2 +0.2%
EIA
2147
Edgemoor Investment Advisors
Maryland
$387K – – –
FFWM
2148
Future Financial Wealth Management
Ohio
$387K – – –
EVM
2149
Evelyn V. Moreno
$386K – – –
PCM
2150
Passive Capital Management
Maryland
$386K – – –
84 85
86
87 88