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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
BWL
2301
Bogart Wealth LLC
Virginia
$362K +$38.7K +84 +12%
CC
2302
Copperleaf Capital
North Carolina
$362K +$83.4K +181 +31%
ACM
2303
Ategra Capital Management
Virginia
$362K – – –
SGA
2304
Sustainable Growth Advisers
Connecticut
$361K +$349K +757 New
MWA
2305
Monograph Wealth Advisors
California
$360K +$347K +754 New
G
2306
Gainplan
Michigan
$358K +$1.84K +4 +0.5%
AHB
2307
Abner Herrman & Brock
New Jersey
$357K +$2.77K +6 +0.8%
AII
2308
AGF Investments Inc
Ontario, Canada
$353K -$360K -781 -51%
ANBT
2309
American National Bank & Trust
Texas
$352K – – –
PD
2310
Planning Directions
Pennsylvania
$352K +$461 +1 +0.1%
MWM
2311
Maltin Wealth Management
New Jersey
$352K +$21.2K +46 +7%
WTFG
2312
Wells Trecaso Financial Group
Ohio
$351K – – –
DFA
2313
Delta Financial Advisors
Louisiana
$351K +$40.6K +88 +14%
SKK
2314
Shepherd Kaplan Krochuk
Massachusetts
$349K -$21.2K -46 -6%
LWP
2315
Legacy Wealth Planning
Nevada
$348K -$187K -405 -36%
JWBC
2316
J.W. Burns & Co
New York
$348K – – –
SWM
2317
Shakespeare Wealth Management
Wisconsin
$348K – – –
OPCM
2318
Osborne Partners Capital Management
California
$347K -$156K -339 -32%
NIM
2319
Nicollet Investment Management
Minnesota
$345K +$2.3K +5 +0.7%
TNAM
2320
Terra Nova Asset Management
New York
$344K +$1.84K +4 +0.6%
DIA
2321
Dana Investment Advisors
Wisconsin
$343K +$74.7K +162 +29%
RE
2322
RBC Europe
United Kingdom
$342K -$52.5K -114 -14%
TW
2323
TrinityPoint Wealth
Connecticut
$342K +$2.3K +5 +0.7%
AP
2324
Atwood & Palmer
Missouri
$341K – – –
CHAM
2325
Clear Harbor Asset Management
Connecticut
$340K +$73.7K +160 +29%
91 92
93
94 95