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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
ISL
2451
Ingalls & Snyder LLC
New York
$798K +$121K +218 +19%
BF
2452
Blankinship & Foster
California
$797K – – –
KAS
2453
KPP Advisory Services
Kentucky
$794K -$687K -1,235 -47%
TSMHT
2454
Thurston Springer Miller Herd & Titak
Indiana
$793K -$414K -745 -35%
LFGO
2455
Legacy Financial Group (Oklahoma)
Oklahoma
$793K +$26.7K +48 +4%
WA
2456
WealthTrust Axiom
Pennsylvania
$793K +$151K +272 +25%
PGAM
2457
Princeton Global Asset Management
New Jersey
$792K +$669K +1,204 +712%
NDSI
2458
Newman Dignan & Sheerar Inc
Rhode Island
$787K – – –
HIC
2459
Holderness Investments Company
North Carolina
$785K +$756K +1,360 New
TCM
2460
TruNorth Capital Management
Michigan
$778K -$16.7K -30 -2%
FF
2461
Financial Futures
New Jersey
$778K -$12.2K -22 -2%
CMS
2462
Capital Market Strategies
Florida
$778K -$50.6K -91 -6%
KPP
2463
Kings Path Partners
Texas
$777K +$61.7K +111 +9%
IRAG
2464
Investment Research & Advisory Group
Georgia
$775K -$31.1K -56 -4%
LWM
2465
LJI Wealth Management
Indiana
$774K -$346K -622 -32%
FM
2466
Foster & Motley
Ohio
$771K -$91.2K -164 -11%
ML
2467
Mayport LLC
Massachusetts
$770K +$556 +1 +0.1%
GWWM
2468
Great Waters Wealth Management
Minnesota
$765K +$1.11K +2 +0.2%
GAA
2469
Global Assets Advisory
Florida
$764K -$1.04M -1,870 -58%
JWS
2470
Juncture Wealth Strategies
Arizona
$764K -$12.8K -23 -2%
RAM
2471
Redmond Asset Management
Virginia
$761K -$1.11K -2 -0.2%
CB
2472
Chris Bulman
California
$758K +$28.9K +52 +4%
CFA
2473
Capstone Financial Advisors
Illinois
$758K +$1.67K +3 +0.2%
PFA
2474
Pathway Financial Advisors
Vermont
$758K – – –
FFG
2475
Frisch Financial Group
New York
$757K -$41.7K -75 -5%
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99
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