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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CPP
2326
Capasso Planning Partners
South Carolina
$238K -$357K -893 -57%
MIC
2327
Meridian Investment Counsel
California
$237K – – –
SFWC
2328
Strategic Family Wealth Counselors
New Jersey
$236K – – –
PIM
2329
Penobscot Investment Management
Massachusetts
$236K +$7.99K +20 +3%
FWSM
2330
First Wilshire Securities Management
California
$233K – – –
EAM
2331
Empirical Asset Management
Massachusetts
$233K +$799 +2 +0.3%
PAM
2332
Private Asset Management
California
$232K – – –
SW
2333
Solidarity Wealth
Utah
$232K +$6.39K +16 +3%
CG
2334
Corundum Group
Colorado
$231K -$399 -1 -0.2%
CHC
2335
City Holding Co
West Virginia
$231K – – –
SSCA
2336
South Shore Capital Advisors
Massachusetts
$230K – – –
SFG
2337
Synergy Financial Group
California
$230K – – –
TAM
2338
Taurus Asset Management
New York
$230K – – –
HIS
2339
Harvest Investment Services
Illinois
$229K -$274K -687 -52%
OPOWM
2340
One Plus One Wealth Management
Florida
$229K -$5.99K -15 -2%
HTHT
2341
Hemenway Trust Hemenway Trust
New Hampshire
$229K +$399 +1 +0.2%
FWM
2342
FSA Wealth Management
Massachusetts
$229K +$254K +637 New
HIM
2343
Hotaling Investment Management
Pennsylvania
$228K -$5.99K -15 -2%
ST
2344
Sabal Trust
Florida
$226K -$139K -349 -36%
CCM
2345
Cribstone Capital Management
Maine
$226K -$3.99K -10 -2%
BPM
2346
Bowling Portfolio Management
Ohio
$226K – – –
WFA
2347
West Financial Advisors
Iowa
$226K +$43.5K +109 +21%
BWM
2348
BlackDiamond Wealth Management
New York
$225K -$240K -601 -51%
CF
2349
Copperwynd Financial
Arizona
$225K – – –
LF
2350
LifeSteps Financial
California
$225K – – –
92 93
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95 96