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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
FCA
2251
Fortis Capital Advisors
Kansas
$527K -$1.36M -3,046 -71%
NSB
2252
Norway Savings Bank
Maine
$526K +$548K +1,226 New
LIG
2253
Lokken Investment Group
Delaware
$526K +$8.95K +20 +2%
SFB
2254
STAR Financial Bank
Indiana
$526K -$13.9K -31 -2%
WMS
2255
Wealth Management Solutions
Pennsylvania
$525K -$12.1K -27 -2%
WMA
2256
West Michigan Advisors
Michigan
$524K +$38K +85 +7%
YIH
2257
Y-Intercept (HK)
Hong Kong
$524K +$546K +1,221 New
HFS
2258
Haverford Financial Services
Pennsylvania
$524K – – –
CI
2259
Ceera Investments
Texas
$523K +$4.92K +11 +0.9%
MC
2260
Martin & Co
Tennessee
$523K +$544K +1,217 New
FM
2261
Foster & Motley
Ohio
$521K -$22.8K -51 -4%
FFP
2262
FourThought Financial Partners
Florida
$521K +$7.6K +17 +1%
PIFP
2263
Partners in Financial Planning
Virginia
$519K – – –
LFGO
2264
Legacy Financial Group (Oklahoma)
Oklahoma
$518K -$8.5K -19 -2%
FAM
2265
Fenimore Asset Management
New York
$515K – – –
YCM
2266
Yousif Capital Management
Michigan
$515K – – –
CFMC
2267
Curbstone Financial Management Corp
New Hampshire
$512K +$533K +1,192 New
NRG
2268
Nemes Rush Group
Michigan
$509K +$52.3K +117 +11%
BMD
2269
Better Money Decisions
New Mexico
$509K +$1.79K +4 +0.3%
CF
2270
Convergence Financial
Missouri
$508K -$1.79K -4 -0.3%
ACA
2271
Atlas Capital Advisors
Wyoming
$506K -$615K -1,375 -54%
TPWM
2272
Twelve Points Wealth Management
Massachusetts
$505K -$14.3K -32 -3%
AWP
2273
Abacus Wealth Partners
California
$500K -$212K -473 -29%
OP
2274
ORG Partners
Indiana
$499K -$9.28M -20,736 -95%
PA
2275
Probity Advisors
Texas
$499K +$132K +294 +34%
89 90
91
92 93