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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
PG
2201
Proffitt & Goodson
Tennessee
$77K – – –
MCM
2202
Manchester Capital Management
Vermont
$73K – – –
BFG
2203
Baron Financial Group
New Jersey
$67.1K -$10.5K -25 -14%
PCTC
2204
Perkins Coie Trust Company
Washington
$64K – – –
BCM
2205
Blume Capital Management
California
$63K +$61.6K +147 New
CWA
2206
Carolina Wealth Advisors
South Carolina
$61K – – –
WA
2207
WestEnd Advisors
North Carolina
$58K -$51.9K -124 Closed
SFC
2208
SYM Financial Corp
Indiana
$53K +$51.9K +124 New
BBL
2209
Beck Bode LLC
Massachusetts
$51K +$49.4K +118 New
PSIWM
2210
Paradigm Strategies in Wealth Management
Minnesota
$50K – – –
ATC
2211
Adirondack Trust Company
New York
$49K – – –
GTAM
2212
Global Trust Asset Management
Florida
$48K – – –
HFM
2213
Hartford Financial Management
Connecticut
$46K – – –
JPLA
2214
Joseph P. Lucia & Associates
New York
$45K – – –
PIP
2215
Peachtree Investment Partners
Florida
$44K +$419 +1 +1%
CAM
2216
Costello Asset Management
Pennsylvania
$43K – – –
RA
2217
Resolute Advisors
California
$42K +$41.1K +98 New
LWA
2218
Lowe Wealth Advisors
Maryland
$41K – – –
TI
2219
Truehand Inc
New Hampshire
$41K – – –
TCM
2220
Tradewinds Capital Management
Washington
$37K -$77.1K -184 -68%
ARMC
2221
American Research & Management Company
Massachusetts
$37K +$35.6K +85 New
TAM
2222
Tucker Asset Management
Colorado
$36.1K – – –
GP
2223
Greenline Partners
New York
$35K -$2.1K -5 -6%
LIA
2224
LS Investment Advisors
Michigan
$34K -$746K -1,780 -96%
PA
2225
Perennial Advisors
New York
$33K – – –
87 88
89
90 91