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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
NWM
2151
NEIRG Wealth Management
Massachusetts
$557K +$20K +50 +4%
IWS
2152
Insight Wealth Strategies
California
$557K +$32.9K +82 +6%
CAM
2153
Cozad Asset Management
Illinois
$556K +$16K +40 +3%
LJHT
2154
Laurie J. Hall Trustee
$553K – – –
DCM
2155
Donaldson Capital Management
Indiana
$552K +$58.5K +146 +12%
FPB
2156
First PREMIER Bank
South Dakota
$552K – – –
WAM
2157
Worth Asset Management
Texas
$551K – – –
UFF
2158
USA Financial Formulas
Michigan
$547K +$533K +1,330 New
SCM
2159
Seascape Capital Management
New Hampshire
$545K +$1.2K +3 +0.2%
AGA
2160
Arkos Global Advisors
Texas
$544K -$7.62K -19 -1%
G
2161
GenTrust
Florida
$543K +$291K +725 +122%
LWMT
2162
Legacy Wealth Management (Tennessee)
Tennessee
$543K +$77.4K +193 +17%
SWA
2163
Sutton Wealth Advisors
Florida
$543K +$14.4K +36 +3%
BCMO
2164
Buckingham Capital Management (Ohio)
Ohio
$542K +$86.2K +215 +19%
TSA
2165
Tri-Star Advisors
Texas
$542K -$40.8M -101,843 -99%
OA
2166
Operose Advisors
Wisconsin
$540K +$34.5K +86 +7%
FF
2167
Financial Futures
New Jersey
$539K -$97.8K -244 -16%
LMKC
2168
L.M. Kohn & Company
Ohio
$539K +$88.6K +221 +20%
GWWM
2169
Great Waters Wealth Management
Minnesota
$539K – – –
MHR
2170
Matthew Hamilton Rosenberg
$539K – – –
TC
2171
Tenret Company
Florida
$537K – – –
ML
2172
Mayport LLC
Massachusetts
$537K +$72.2K +180 +16%
NSB
2173
Norway Savings Bank
Maine
$537K -$16K -40 -3%
SFB
2174
STAR Financial Bank
Indiana
$537K -$4.01K -10 -0.8%
MFG
2175
Monte Financial Group
Connecticut
$535K +$12.4K +31 +2%
85 86
87
88 89