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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CRC
501
Curi RMB Capital
Illinois
$590K -$142K -715 -19%
EWM
502
Empirical Wealth Management
Washington
$587K +$2.79K +14 +0.5%
LOCC
503
Lombard Odier & Cie (Canada)
Quebec, Canada
$575K -$69.5K -349 -11%
CDIA
504
Capital Directions Investment Advisors
Georgia
$560K – – –
CD
505
Carl Domino
Florida
$542K +$5.37K +27 +1%
AB
506
Amalgamated Bank
New York
$541K +$279K +1,400 +105%
HL
507
HeadInvest LLC
Maine
$540K -$64.1K -322 -11%
RFS
508
Rockefeller Financial Services
New York
$538K +$444K +2,230 +459%
AT
509
Arden Trust
Delaware
$535K – – –
CCT
510
Country Club Trust
Missouri
$529K +$318K +1,600 +150%
CLOS
511
Compagnie Lombard Odier SCmA
Switzerland
$528K -$174K -875 -25%
RWM
512
RKL Wealth Management
Pennsylvania
$524K +$597 +3 +0.1%
GP
513
Girard Partners
Pennsylvania
$523K -$41K -206 -7%
TNB
514
Thomasville National Bank
Georgia
$519K +$44K +221 +9%
DDPIC
515
Deroy & Devereaux Private Investment Counsel
Michigan
$515K +$9.95K +50 +2%
KIA
516
KCM Investment Advisors
California
$513K – – –
PL
517
Plancorp LLC
Missouri
$500K +$500K +2,514 New
CCG
518
Chatham Capital Group
Georgia
$491K +$493K +2,475 New
DBT
519
Dubuque Bank & Trust
Iowa
$486K -$17.9K -90 -4%
EWM
520
Evermay Wealth Management
Virginia
$483K – – –
HCM
521
HM Capital Management
Missouri
$481K -$12.9K -65 -3%
SFM
522
Signature Financial Management
Virginia
$478K – – –
BFC
523
Blue Fin Capital
Rhode Island
$477K +$4.97K +25 +1%
PAS
524
Partnervest Advisory Services
California
$474K -$87K -437 -15%
MIAN
525
Mariner Independent Advisor Network
Kansas
$472K -$449K -2,256 -48%
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