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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
FAM
3201
Fenimore Asset Management
New York
$674K -$182K -250 -22%
CCA
3202
Cravens & Co Advisors
Tennessee
$674K – – –
EGA
3203
Eagle Global Advisors
Texas
$673K +$18.9K +26 +3%
WG
3204
Wellington Group
Indiana
$673K – – –
TPW
3205
TL Private Wealth
Texas
$672K +$161K +221 +33%
CFG
3206
Chapman Financial Group
Hawaii
$671K – – –
QIM
3207
Quest Investment Management
Oregon
$671K +$43.7K +60 +7%
PAA
3208
Peregrine Asset Advisers
Oregon
$671K +$16.7K +23 +3%
NCM
3209
Neumann Capital Management
California
$670K +$214K +294 +49%
IWM
3210
Inlight Wealth Management
Georgia
$669K +$650K +893 New
BWM
3211
Bernicke Wealth Management
Wisconsin
$668K +$35.7K +49 +6%
LFA
3212
Level Financial Advisors
New York
$668K – – –
RCP
3213
Rothschild Capital Partners
New York
$667K +$93.2K +128 +17%
KCFA
3214
Key Client Fiduciary Advisors
New Jersey
$664K -$75.7K -104 -10%
E
3215
EntreWealth
Texas
$664K +$626K +860 New
JAA
3216
Joel Adams & Associates
North Carolina
$660K +$4.37K +6 +0.7%
SWIG
3217
Strategic Wealth Investment Group
Kentucky
$659K +$297K +408 +86%
HVIA
3218
Hudson Valley Investment Advisors
New York
$658K +$2.91K +4 +0.5%
WH
3219
Willner & Heller
California
$658K -$1.46K -2 -0.2%
AAMG
3220
AMG Asset Management Group
Georgia
$656K -$1.46K -2 -0.2%
ACIM
3221
Azimuth Capital Investment Management
Michigan
$654K -$29.1K -40 -4%
KIC
3222
Kensington Investment Counsel
California
$653K +$635K +872 New
FCCM
3223
First City Capital Management
Georgia
$653K +$11.7K +16 +2%
CWM
3224
Compass Wealth Management
Connecticut
$652K +$634K +870 New
LIA
3225
Lynx Investment Advisory
District of Columbia
$648K +$179K +246 +40%
127 128
129
130 131