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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
MIP
2451
Marietta Investment Partners
Wisconsin
$329K – – –
MCM
2452
Manchester Capital Management
Vermont
$327K +$263K +587 +335%
RA
2453
Rockingstone Advisors
Massachusetts
$327K – – –
SPWG
2454
Syntegra Private Wealth Group
Missouri
$326K +$30K +67 +10%
PD
2455
Planning Directions
Pennsylvania
$326K +$60.8K +136 +22%
WAM
2456
WealthTrust Asset Management
Florida
$325K – – –
ACM
2457
Altrius Capital Management
North Carolina
$325K -$88.1K -197 -21%
SIC
2458
SJS Investment Consulting
Ohio
$324K -$91.7K -205 -21%
CWP
2459
Core Wealth Partners
California
$323K – – –
IC
2460
Innealta Capital
Texas
$323K – – –
NAMP
2461
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$322K +$335K +750 New
WWP
2462
Waypoint Wealth Partners
California
$322K +$335K +749 New
DA
2463
Dover Advisors
Virginia
$321K -$11.2K -25 -3%
BWM
2464
BlackDiamond Wealth Management
New York
$319K -$2.68K -6 -0.8%
BBI
2465
Baxter Bros Inc
Connecticut
$318K +$331K +741 New
FCT
2466
Family Capital Trust
Massachusetts
$317K +$125K +280 +61%
GWA
2467
GGM Wealth Advisors
Maryland
$315K – – –
SHFA
2468
SS&H Financial Advisors
Michigan
$314K +$327K +732 New
JWBC
2469
J.W. Burns & Co
New York
$314K – – –
BFA
2470
Bill Few Associates
Pennsylvania
$313K -$20.1K -45 -6%
HBT
2471
Hills Bank & Trust
Iowa
$313K -$5.82K -13 -2%
NAMM
2472
NorthStar Asset Management (Massachusetts)
Massachusetts
$312K – – –
MFG
2473
Monte Financial Group
Connecticut
$311K -$26.8K -60 -8%
GSC
2474
G&S Capital
Colorado
$309K -$338K -756 -51%
AWM
2475
AllSquare Wealth Management
New York
$308K – – –
97 98
99
100 101