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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
LJAC
2251
L.J. Altfest & Co
New York
$519K +$15.2K +36 +3%
ST
2252
Somerset Trust
Pennsylvania
$514K – – –
PIM
2253
Provident Investment Management
Michigan
$513K – – –
CWP
2254
Concord Wealth Partners
Virginia
$512K +$161K +381 +50%
SFP
2255
Strategic Financial Planning
Texas
$512K – – –
MCIA
2256
Mountain Capital Investment Advisors
Colorado
$510K +$166K +393 +54%
QFA
2257
Quantum Financial Advisors
California
$509K +$203K +481 +73%
WMA
2258
West Michigan Advisors
Michigan
$506K +$479K +1,136 New
MPIA
2259
Mountain Pacific Investment Advisers
Idaho
$506K -$9.27K -22 -2%
MBTD
2260
Mechanics Bank - Trust Department
California
$504K -$105K -250 -18%
HCM
2261
HMS Capital Management
Tennessee
$503K -$33.3K -79 -7%
ACM
2262
Argent Capital Management
Missouri
$501K +$474K +1,124 New
MSR
2263
Main Street Research
Connecticut
$499K +$54.8K +130 +13%
SLT
2264
St Louis Trust
Missouri
$497K +$472K +1,120 New
BWM
2265
BNC Wealth Management
Oregon
$497K – – –
RWM
2266
Rockwood Wealth Management
Pennsylvania
$495K +$40.5K +96 +9%
OBWP
2267
O'Brien Wealth Partners
Massachusetts
$493K – – –
FFWM
2268
Future Financial Wealth Management
Ohio
$491K +$34.1K +81 +8%
CPC
2269
Consolidated Planning Corp
Georgia
$491K +$207K +492 +81%
OC
2270
Oarsman Capital
Wisconsin
$491K -$16.4K -39 -3%
DCM
2271
Donaldson Capital Management
Indiana
$490K -$103K -244 -18%
TAM
2272
Townsend Asset Management
North Carolina
$489K +$22.3K +53 +5%
CGH
2273
Crossmark Global Holdings
Texas
$489K -$221K -524 -33%
SDWIA
2274
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$489K -$41.3K -98 -8%
LRPA
2275
L. Roy Papp & Associates
Arizona
$484K +$11.8K +28 +3%
89 90
91
92 93