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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
2151
Phoenix Wealth Advisors
North Carolina
$19K +$18.2K +51 New
ACA
2152
Atlas Capital Advisors
Wyoming
$18K +$17.1K +48 New
EWM
2153
Edge Wealth Management
New York
$18K -$649K -1,823 -97%
PK
2154
Pflug Koory
Nebraska
$18K – – –
ASBI
2155
American State Bank (Iowa)
Iowa
$17.3K +$16.4K +46 New
YAL
2156
Your Advocates Ltd
Texas
$17K -$17.8K -50 -50%
MSFP
2157
Mark Sheptoff Financial Planning
Connecticut
$16K – – –
MIFH
2158
Migdal Insurance & Financial Holdings
Israel
$16K – – –
DOA
2159
D'Orazio & Associates
Virginia
$15K – – –
TVWM
2160
Tower View Wealth Management
Wisconsin
$14K +$1.07K +3 +9%
CIM
2161
Contravisory Investment Management
Massachusetts
$14K +$13.5K +38 New
TFA
2162
Toth Financial Advisory
Virginia
$11K – – –
T2I
2163
Turim 21 Investimentos
Brazil
$11K +$9.97K +28 New
BWA
2164
Burt Wealth Advisors
Maryland
$10K +$5.34K +15 +136%
HCM
2165
Highlander Capital Management
New Jersey
$9K +$8.9K +25 New
OIA
2166
Optimum Investment Advisors
Illinois
$7K – – –
SFA
2167
Semmax Financial Advisors
North Carolina
$6K -$10.7K -30 -65%
PC
2168
Permanens Capital
New York
$6K +$356 +1 +6%
MS
2169
Marshall & Sullivan
Washington
$5K -$1.11M -3,123 -62%
CYG
2170
Clean Yield Group
Vermont
$5K -$4.27K -12 -50%
AF
2171
Arrow Financial
New York
$5K – – –
SAI
2172
Systematic Alpha Investments
New Jersey
$4K +$3.92K +11 New
FGAM
2173
Financial Gravity Asset Management
Texas
$3K +$2.49K +7 New
GI
2174
GS Investments
Minnesota
$3K +$3.2K +9 New
JAWM
2175
J. Arnold Wealth Management
Ohio
$2K -$47K -132 -96%
85 86
87
88 89