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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
DCM
2251
Donaldson Capital Management
Indiana
$460K -$3.09K -8 -0.7%
SCI
2252
Stableford Capital II
Arizona
$458K – – –
TNA
2253
True North Advisors
Texas
$458K +$15.4K +40 +3%
AIC
2254
Archer Investment Corporation
Indiana
$458K +$136K +353 +42%
HA
2255
Hofer & Associates
California
$457K – – –
ISL
2256
Ingalls & Snyder LLC
New York
$456K -$47.9K -124 -9%
SOAG
2257
Silver Oak Advisory Group
Oregon
$456K – – –
FF
2258
Francis Financial
$455K +$50.6K +131 +12%
CWM
2259
Chemistry Wealth Management
New York
$455K – – –
DC
2260
Defender Capital
North Carolina
$453K – – –
FCM
2261
Fortis Capital Management
Washington
$453K +$455K +1,179 New
UL
2262
Unionview LLC
Washington
$453K +$15.4K +40 +4%
V
2263
ViaWealth
Kansas
$452K +$448K +1,160 New
PIM
2264
Provident Investment Management
Michigan
$452K – – –
BWP
2265
Balboa Wealth Partners
Arizona
$452K +$1.16K +3 +0.3%
RFA
2266
Register Financial Advisors
Georgia
$451K +$453K +1,173 New
CCG
2267
Chatham Capital Group
Georgia
$448K +$29.7K +77 +7%
HZ
2268
Hixon Zuercher
Ohio
$446K +$448K +1,161 New
MPIA
2269
Mountain Pacific Investment Advisers
Idaho
$445K +$8.49K +22 +2%
BFG
2270
Bouchey Financial Group
New York
$443K +$386 +1 +0.1%
ST
2271
Somerset Trust
Pennsylvania
$443K +$46.3K +120 +12%
KCFA
2272
Key Client Fiduciary Advisors
New Jersey
$443K +$10.8K +28 +2%
SFP
2273
Strategic Financial Planning
Texas
$441K – – –
HCMG
2274
Howard Capital Management Group
California
$440K +$28.9K +75 +7%
HIMC
2275
Heritage Investors Management Corp
Maryland
$436K -$2.31K -6 -0.5%
89 90
91
92 93