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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
GTCM
2251
Gyon Technologies Capital Management
New Jersey
$315K +$53.9K +131 +19%
PCM
2252
Pointe Capital Management
Michigan
$314K -$98.7K -240 -22%
NAMM
2253
NorthStar Asset Management (Massachusetts)
Massachusetts
$313K – – –
TPW
2254
TL Private Wealth
Texas
$313K -$28.4K -69 -8%
ACM
2255
Alpha Capital Management
Texas
$311K -$11.9K -29 -3%
AIM
2256
Avity Investment Management
Connecticut
$311K – – –
CNC
2257
Citizens & Northern Corp
Pennsylvania
$309K – – –
NCM
2258
Neumann Capital Management
California
$309K – – –
BFS
2259
Bickling Financial Services
Massachusetts
$308K – – –
DA
2260
Drake & Associates
Wisconsin
$303K +$328K +798 New
RCM
2261
Radnor Capital Management
Pennsylvania
$302K +$12.3K +30 +4%
GWAG
2262
Garrett Wealth Advisory Group
Texas
$301K – – –
RCC
2263
Red Cedar Capital
Nebraska
$301K – – –
WA
2264
WealthTrust Axiom
Pennsylvania
$299K +$45.2K +110 +16%
BI
2265
Blooom Inc
Kansas
$299K +$322K +784 New
HFP
2266
Holistic Financial Partners
Indiana
$298K – – –
WOC
2267
West Oak Capital
California
$298K – – –
FGG
2268
Financial Guidance Group
Florida
$298K +$323K +785 New
LDB
2269
Lee, Danner & Bass
Tennessee
$297K -$77.7K -189 -19%
MIP
2270
Marietta Investment Partners
Wisconsin
$296K – – –
FSA
2271
Financial Sense Advisors
California
$296K +$321K +780 New
AWM
2272
AllSquare Wealth Management
New York
$295K – – –
EGA
2273
Eagle Global Advisors
Texas
$293K -$28.8K -70 -8%
CRI
2274
Colonial River Investments
Virginia
$293K +$132K +321 +71%
CWP
2275
CFM Wealth Partners
Texas
$292K -$251K -611 -44%
89 90
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