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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
RCC
2276
Red Cedar Capital
Nebraska
$360K +$4.47K +10 +1%
HFP
2277
Holistic Financial Partners
Indiana
$357K -$566K -1,266 -62%
WOC
2278
West Oak Capital
California
$357K -$28.2K -63 -7%
IIA
2279
IPG Investment Advisors
California
$357K – – –
BCMO
2280
Buckingham Capital Management (Ohio)
Ohio
$356K -$67.1K -150 -16%
ZIG
2281
Zuckerman Investment Group
Illinois
$356K – – –
CFG
2282
Carter Financial Group
Illinois
$355K +$350K +783 New
MIP
2283
Marietta Investment Partners
Wisconsin
$354K – – –
AWM
2284
AllSquare Wealth Management
New York
$353K -$13.4K -30 -4%
MA
2285
Mezzasalma Advisors
New Jersey
$352K -$9.84K -22 -3%
RWG
2286
Ratio Wealth Group
Colorado
$349K +$125K +280 +57%
RCM
2287
Radnor Capital Management
Pennsylvania
$348K +$38K +85 +12%
FNBOMD
2288
First National Bank of Mount Dora
Florida
$347K -$13.4K -30 -4%
PW
2289
Peninsula Wealth
California
$347K +$894 +2 +0.3%
MCIA
2290
Mountain Capital Investment Advisors
Colorado
$346K -$280K -627 -44%
BCP
2291
Blue Chip Partners
Michigan
$344K -$14.8K -33 -4%
MWA
2292
Monograph Wealth Advisors
California
$342K – – –
AHB
2293
Abner Herrman & Brock
New Jersey
$342K +$1.79K +4 +0.5%
DFA
2294
Delta Financial Advisors
Louisiana
$341K +$7.16K +16 +2%
FWSM
2295
First Wilshire Securities Management
California
$340K -$71.6K -160 -18%
WAM
2296
WealthTrust Asset Management
Florida
$340K -$9.39K -21 -3%
AWAG
2297
ARS Wealth Advisors Group
Florida
$338K -$9.84K -22 -3%
MA
2298
MAS Advisors
Florida
$336K -$796K -1,780 -71%
HCM
2299
Howland Capital Management
Massachusetts
$336K +$30.4K +68 +10%
PD
2300
Planning Directions
Pennsylvania
$335K +$447 +1 +0.1%
90 91
92
93 94