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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
2201
Wealthstream Advisors
New York
$476K +$459K +997 New
SIM
2202
Sadoff Investment Management
Wisconsin
$475K – – –
FNBTCON
2203
First National Bank & Trust Co of Newtown
Pennsylvania
$475K +$141K +307 +45%
UBV
2204
United Bank (Virginia)
Virginia
$475K +$459K +996 New
CPA
2205
Clear Perspective Advisors
Illinois
$474K +$10.6K +23 +2%
CPWMP
2206
Cardinal Point Wealth Management Partners
California
$474K +$458K +994 New
AWA
2207
Amplius Wealth Advisors
Pennsylvania
$474K +$459K +995 New
PFA
2208
Pathway Financial Advisors
Vermont
$474K +$484K +1,050 New
FNT
2209
First Nebraska Trust
Nebraska
$474K -$129K -280 -22%
MM
2210
Main Management
California
$471K -$1.38M -3,000 -75%
AIM
2211
AMI Investment Management
Indiana
$470K – – –
CFFP
2212
Center for Financial Planning
Michigan
$470K +$41.5K +90 +10%
LJAC
2213
L.J. Altfest & Co
New York
$469K -$39.6K -86 -8%
LIG
2214
Lokken Investment Group
Delaware
$468K +$143K +310 +46%
GC
2215
Garde Capital
Washington
$467K – – –
BW
2216
Bison Wealth
Georgia
$466K -$1.04M -2,250 -70%
FAN
2217
Financial Advisors Network
California
$466K -$2.3K -5 -0.5%
CFA
2218
Capstone Financial Advisors
Illinois
$466K +$33.6K +73 +8%
WWM
2219
Wolff Wiese Magana
California
$465K – – –
ACM
2220
Alpha Capital Management
Texas
$463K -$2.3K -5 -0.5%
CNC
2221
Citizens & Northern Corp
Pennsylvania
$461K -$15.2K -33 -3%
BI
2222
Ballast Inc
Kentucky
$461K +$197K +427 +79%
FPB
2223
First PREMIER Bank
South Dakota
$458K -$29.5K -64 -6%
SBWIC
2224
Schaper Benz & Wise Investment Counsel
Wisconsin
$456K +$441K +956 New
NSAM
2225
North Star Asset Management
Wisconsin
$454K +$125K +271 +40%
87 88
89
90 91