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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
SGA
2301
Sustainable Growth Advisers
Connecticut
$361K +$349K +757 New
MWA
2302
Monograph Wealth Advisors
California
$360K +$347K +754 New
G
2303
Gainplan
Michigan
$358K +$1.84K +4 +0.5%
AHB
2304
Abner Herrman & Brock
New Jersey
$357K +$2.77K +6 +0.8%
AII
2305
AGF Investments Inc
Ontario, Canada
$353K -$360K -781 -51%
ANBT
2306
American National Bank & Trust
Texas
$352K – – –
PD
2307
Planning Directions
Pennsylvania
$352K +$461 +1 +0.1%
MWM
2308
Maltin Wealth Management
New Jersey
$352K +$21.2K +46 +7%
WTFG
2309
Wells Trecaso Financial Group
Ohio
$351K – – –
DFA
2310
Delta Financial Advisors
Louisiana
$351K +$40.6K +88 +14%
SKK
2311
Shepherd Kaplan Krochuk
Massachusetts
$349K -$21.2K -46 -6%
LWP
2312
Legacy Wealth Planning
Nevada
$348K -$187K -405 -36%
JWBC
2313
J.W. Burns & Co
New York
$348K – – –
SWM
2314
Shakespeare Wealth Management
Wisconsin
$348K – – –
OPCM
2315
Osborne Partners Capital Management
California
$347K -$156K -339 -32%
NIM
2316
Nicollet Investment Management
Minnesota
$345K +$2.3K +5 +0.7%
TNAM
2317
Terra Nova Asset Management
New York
$344K +$1.84K +4 +0.6%
DIA
2318
Dana Investment Advisors
Wisconsin
$343K +$74.7K +162 +29%
RE
2319
RBC Europe
United Kingdom
$342K -$52.5K -114 -14%
TW
2320
TrinityPoint Wealth
Connecticut
$342K +$2.3K +5 +0.7%
AP
2321
Atwood & Palmer
Missouri
$341K – – –
CHAM
2322
Clear Harbor Asset Management
Connecticut
$340K +$73.7K +160 +29%
FW
2323
FirstPurpose Wealth
Utah
$339K +$327K +710 New
GCP
2324
Gill Capital Partners
Colorado
$338K -$10.1K -22 -3%
CAM
2325
Columbia Asset Management
Michigan
$338K – – –
91 92
93
94 95