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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
LDB
2726
Lee, Danner & Bass
Tennessee
$403K +$387K +736 New
WIM
2727
Warwick Investment Management
Texas
$402K -$16.3K -31 -4%
OHWP
2728
Oak Harbor Wealth Partners
North Carolina
$402K – – –
BTIM
2729
BancFirst Trust & Investment Management
Oklahoma
$402K +$385K +732 New
CPRC
2730
Consolidated Portfolio Review Corp
New York
$402K +$75.7K +144 +24%
TNA
2731
True North Advisors
Texas
$401K -$112K -213 -23%
CAM
2732
Close Asset Management
United Kingdom
$400K -$368K -700 -49%
SHFA
2733
SS&H Financial Advisors
Michigan
$400K – – –
DA
2734
Dover Advisors
Virginia
$399K -$4.21K -8 -1%
MVA
2735
Mount Vernon Associates
Maryland
$395K +$379K +721 New
NAMM
2736
NorthStar Asset Management (Massachusetts)
Massachusetts
$395K -$2.63K -5 -0.7%
ACM
2737
Altrius Capital Management
North Carolina
$394K -$130K -248 -26%
FA
2738
Financial Alternatives
California
$392K – – –
CMP
2739
Coston McIsaac & Partners
Maine
$392K – – –
PWM
2740
Prentice Wealth Management
New York
$391K -$23.1K -44 -6%
RCG
2741
Rock Creek Group
District of Columbia
$390K -$371K -706 -50%
IWP
2742
Invenio Wealth Partners
Florida
$389K -$52.6K -100 -12%
FCG
2743
Fielder Capital Group
Tennessee
$389K – – –
VRM
2744
Vectors Research Management
New York
$387K -$123K -234 -25%
HVIA
2745
Hudson Valley Investment Advisors
New York
$386K -$25.2K -48 -6%
BCA
2746
Ballentine Capital Advisors
South Carolina
$386K -$526 -1 -0.1%
KNW
2747
Kesler Norman & Wride
Utah
$386K – – –
SGWM
2748
Sterling Group Wealth Management
California
$386K +$371K +705 New
SSWM
2749
Strait & Sound Wealth Management
California
$383K +$368K +700 New
CSPAM
2750
Cary Street Partners Asset Management
Virginia
$383K +$36.8K +70 +11%
108 109
110
111 112