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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
2301
FSA Wealth Management
Massachusetts
$468K +$171K +382 +54%
GWSG
2302
GPS Wealth Strategies Group
Colorado
$468K +$17.9K +40 +4%
LRPA
2303
L. Roy Papp & Associates
Arizona
$467K – – –
ST
2304
Spinnaker Trust
Maine
$466K +$17.4K +39 +4%
DAM
2305
Delta Asset Management
Tennessee
$466K +$6.71K +15 +1%
MP
2306
McDonald Partners
Ohio
$465K – – –
CGH
2307
Crossmark Global Holdings
Texas
$465K – – –
TAM
2308
Tucker Asset Management
Colorado
$465K -$115K -256 -19%
HDIM
2309
Hanson & Doremus Investment Management
Vermont
$464K – – –
MAWAG
2310
Mid-American Wealth Advisory Group
Missouri
$463K -$5.53M -12,367 -92%
FNBOMD
2311
First National Bank of Mount Dora
Florida
$462K – – –
VDI
2312
Vaughan David Investments
Illinois
$462K +$482K +1,077 New
EVM
2313
Evelyn V. Moreno
$462K – – –
MCIA
2314
Mountain Capital Investment Advisors
Colorado
$461K -$34K -76 -7%
LWM
2315
Laidlaw Wealth Management
New York
$460K -$460K -1,029 -49%
HA
2316
Hofer & Associates
California
$460K -$2.24K -5 -0.5%
HPIA
2317
Hamilton Point Investment Advisors
North Carolina
$460K – – –
CFAM
2318
Center For Asset Management
Florida
$459K +$478K +1,069 New
DCM
2319
Donaldson Capital Management
Indiana
$458K -$14.3K -32 -3%
IHWM
2320
Iron Horse Wealth Management
Iowa
$457K +$105K +235 +28%
GFWA
2321
Grey Fox Wealth Advisors
Delaware
$457K +$38.5K +86 +9%
HIGP
2322
Hill Investment Group Partners
Missouri
$455K +$474K +1,060 New
SOAG
2323
Silver Oak Advisory Group
Oregon
$455K -$99.3K -222 -17%
KFS
2324
Kaizen Financial Strategies
California
$454K -$1.34K -3 -0.3%
TAM
2325
Townsend Asset Management
North Carolina
$453K -$18.8K -42 -4%
91 92
93
94 95