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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
BOTW
351
Bank of the West
California
$1.08M -$337K -1,998 -24%
1IA
352
1834 Investment Advisors
Wisconsin
$1.08M +$316K +1,877 +42%
PTC
353
Private Trust Company
Ohio
$1.06M -$195K -1,155 -16%
ANB
354
Amarillo National Bank
Texas
$1.05M – – –
MWAM
355
Mariner Wealth Advisors (Madison)
Kansas
$1.04M -$31.2K -185 -3%
SAM
356
Summit Asset Management
Tennessee
$1.02M -$23.3K -138 -2%
CTA
357
Chesley Taft & Associates
Illinois
$1.02M +$103K +610 +11%
HC
358
HHG & Company
Connecticut
$1.02M +$2.7K +16 +0.3%
MPI
359
Mairs & Power Inc
Minnesota
$1M -$195K -1,157 -16%
VAM
360
Visionary Asset Management
Texas
$991K -$72M -427,257 -99%
WRM
361
Westport Resources Management
Connecticut
$988K +$110K +651 +13%
PFBT
362
Parkside Financial Bank & Trust
Missouri
$976K -$559K -3,315 -36%
CL
363
CIM LLC
New York
$976K -$30K -178 -3%
MM
364
Meridian Management
Arkansas
$971K -$3.37K -20 -0.3%
SAG
365
Sterne Agee Group
Alabama
$966K +$603K +3,580 +167%
GAM
366
Gould Asset Management
California
$961K +$265K +1,575 +38%
SWA
367
SFMG Wealth Advisors
Texas
$945K -$1.68M -9,945 -64%
GA
368
Geneva Advisors
Illinois
$945K +$4.89K +29 +0.5%
ZTNA
369
Zions Trust National Association
Utah
$936K -$1.18K -7 -0.1%
IAS
370
IMA Advisory Services
Colorado
$919K – – –
AAM
371
Autus Asset Management
Arizona
$919K +$21.7K +129 +2%
CCM
372
Coe Capital Management
Illinois
$914K -$8.43K -50 -0.9%
DT
373
Diversified Trust
Tennessee
$889K – – –
CDIA
374
Capital Directions Investment Advisors
Georgia
$888K -$138K -816 -13%
AMG
375
Asset Management Group
Connecticut
$885K +$172K +1,021 +24%
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