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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
2201
Blume Capital Management
California
$63K +$61.6K +147 New
CWA
2202
Carolina Wealth Advisors
South Carolina
$61K – – –
BBHC
2203
Brown Brothers Harriman & Co
New York
$59.7K -$2.82M -6,739 -5%
SFC
2204
SYM Financial Corp
Indiana
$53K +$51.9K +124 New
BBL
2205
Beck Bode LLC
Massachusetts
$51K +$49.4K +118 New
PSIWM
2206
Paradigm Strategies in Wealth Management
Minnesota
$50K – – –
ATC
2207
Adirondack Trust Company
New York
$49K – – –
GTAM
2208
Global Trust Asset Management
Florida
$48K – – –
HFM
2209
Hartford Financial Management
Connecticut
$46K – – –
JPLA
2210
Joseph P. Lucia & Associates
New York
$45K – – –
PIP
2211
Peachtree Investment Partners
Florida
$44K +$419 +1 +1%
CAM
2212
Costello Asset Management
Pennsylvania
$43K – – –
RA
2213
Resolute Advisors
California
$42K +$41.1K +98 New
LWA
2214
Lowe Wealth Advisors
Maryland
$41K – – –
TI
2215
Truehand Inc
New Hampshire
$41K – – –
TCM
2216
Tradewinds Capital Management
Washington
$37K -$77.1K -184 -68%
ARMC
2217
American Research & Management Company
Massachusetts
$37K +$35.6K +85 New
TAM
2218
Tucker Asset Management
Colorado
$36.1K – – –
GP
2219
Greenline Partners
New York
$35K -$2.1K -5 -6%
LIA
2220
LS Investment Advisors
Michigan
$34K -$746K -1,780 -96%
PA
2221
Perennial Advisors
New York
$33K – – –
CWP
2222
Concord Wealth Partners
Virginia
$30K – – –
PIA
2223
Powell Investment Advisors
Florida
$30K – – –
AC
2224
Asio Capital
Kentucky
$26K +$25.1K +60 New
MAM
2225
McCarthy Asset Management
California
$23K – – –
87 88
89
90 91