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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
JWCA
2276
J.W. Coons Advisors
Ohio
$268K -$45.9K -115 -13%
GCP
2277
Gill Capital Partners
Colorado
$268K +$5.99K +15 +2%
AOWM
2278
Alpha Omega Wealth Management
Virginia
$267K -$49.9K -125 -14%
AWAG
2279
ARS Wealth Advisors Group
Florida
$267K – – –
PD
2280
Planning Directions
Pennsylvania
$266K +$799 +2 +0.3%
TNAM
2281
Terra Nova Asset Management
New York
$264K +$4.39K +11 +2%
BAM
2282
Byrne Asset Management
New Jersey
$263K -$3.19K -8 -1%
JWBC
2283
J.W. Burns & Co
New York
$262K – – –
SKK
2284
Shepherd Kaplan Krochuk
Massachusetts
$262K – – –
NL
2285
Navalign LLC
California
$261K -$9.98K -25 -3%
GWSG
2286
GPS Wealth Strategies Group
Colorado
$260K -$17.2K -43 -6%
WTFG
2287
Wells Trecaso Financial Group
Ohio
$260K – – –
ACM
2288
Argent Capital Management
Missouri
$257K -$242K -606 -46%
CMP
2289
Coston McIsaac & Partners
Maine
$257K – – –
AP
2290
Atwood & Palmer
Missouri
$256K – – –
DIP
2291
DT Investment Partners
Pennsylvania
$255K +$284K +712 New
CAM
2292
Columbia Asset Management
Michigan
$254K – – –
AWP
2293
Abacus Wealth Partners
California
$254K +$14.8K +37 +6%
DAC
2294
Dividend Assets Capital
South Carolina
$253K – – –
SBIA
2295
Sheaff Brock Investment Advisors
Indiana
$253K +$25.6K +64 +10%
FWA
2296
FSC Wealth Advisors
New York
$253K +$43.5K +109 +18%
RIM
2297
Regent Investment Management
Kentucky
$252K – – –
SMI
2298
Shelter Mutual Insurance
Missouri
$251K – – –
RG
2299
Rathbones Group
United Kingdom
$250K – – –
MRWM
2300
ML&R Wealth Management
Texas
$250K +$43.5K +109 +19%
90 91
92
93 94