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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
UL
2226
Unionview LLC
Washington
$486K +$2K +5 +0.4%
MCM
2227
Morton Capital Management
California
$485K -$15.2K -38 -3%
DC
2228
Defender Capital
North Carolina
$485K – – –
B
2229
Bensler
Washington
$484K +$164K +409 +53%
WF
2230
WoodTrust Financial
Wisconsin
$483K -$32.5K -81 -6%
RFA
2231
Register Financial Advisors
Georgia
$477K -$4.01K -10 -0.9%
MPIA
2232
Mountain Pacific Investment Advisers
Idaho
$476K – – –
ST
2233
Somerset Trust
Pennsylvania
$474K – – –
PIM
2234
Provident Investment Management
Michigan
$473K -$10.4K -26 -2%
SFP
2235
Strategic Financial Planning
Texas
$472K – – –
HCMG
2236
Howard Capital Management Group
California
$471K – – –
SFS
2237
Security Financial Services
Indiana
$470K -$116K -290 -20%
OC
2238
Oarsman Capital
Wisconsin
$469K +$457K +1,140 New
CI
2239
Ceera Investments
Texas
$465K +$143K +356 +46%
LJAC
2240
L.J. Altfest & Co
New York
$464K -$401 -1 -0.1%
KOMWMG
2241
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$463K -$61.7K -154 -12%
OHIS
2242
Oak Harvest Investment Services
Texas
$462K -$51.7K -129 -10%
LK
2243
Lumbard & Kellner
New Hampshire
$462K -$4.41K -11 -1%
CPRC
2244
Consolidated Portfolio Review Corp
New York
$462K +$451K +1,124 New
BIA
2245
Barry Investment Advisors
Massachusetts
$460K +$449K +1,119 New
RWS
2246
Resolute Wealth Strategies
Mississippi
$459K +$447K +1,116 New
BWM
2247
BNC Wealth Management
Oregon
$458K – – –
HA
2248
Hofer & Associates
California
$457K – – –
E
2249
ETFidea
New York
$457K -$91K -227 -17%
BW
2250
Basepoint Wealth
Iowa
$455K -$177K -442 -29%
88 89
90
91 92