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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
OA
551
Outfitter Advisors
Virginia
$380K -$29.9K -150 -7%
KPCM
552
Kings Point Capital Management
New York
$378K +$315K +1,583 +489%
HTC
553
Haverford Trust Company
Pennsylvania
$377K +$378K +1,900 New
BRWM
554
B. Riley Wealth Management
Tennessee
$370K -$34.6K -174 -9%
GIA
555
Guyasuta Investment Advisors
Pennsylvania
$370K -$3.78K -19 -1%
CMP
556
Courage Miller Partners
Virginia
$370K +$21.1K +106 +6%
FWCM
557
First Western Capital Management
California
$370K +$371K +1,864 New
PP
558
Patten & Patten
Tennessee
$369K +$10.3K +52 +3%
PWW
559
Pettyjohn Wood & White
Virginia
$366K – – –
ABC
560
Associated Banc-Corp
Wisconsin
$364K – – –
FWP
561
FAS Wealth Partners
Kansas
$363K +$365K +1,833 New
LDB
562
Lee, Danner & Bass
Tennessee
$362K -$29.9K -150 -8%
WGCA
563
Wolf Group Capital Advisors
Virginia
$360K -$83.6K -420 -19%
CK
564
Carnick & Kubik
Colorado
$359K +$17.3K +87 +5%
RCM
565
Rotella Capital Management
Washington
$357K -$418K -2,100 -54%
WT
566
Washington Trust
Rhode Island
$357K +$14.7K +74 +4%
CIC
567
Cornercap Investment Counsel
Georgia
$354K – – –
FDCC
568
Foster Dykema Cabot & Co
Massachusetts
$352K – – –
MC
569
Mathes Company
New York
$345K – – –
GF
570
Goodman Financial
Texas
$341K +$342K +1,720 New
SCM
571
Sterling Capital Management
North Carolina
$339K -$9.95K -50 -3%
FFSOTS
572
Fiduciary Financial Services of The Southwest
Texas
$339K +$31.6K +159 +10%
HSA
573
HBK Sorce Advisory
Pennsylvania
$330K +$9.55K +48 +3%
CBT
574
Central Bank & Trust
Kentucky
$328K -$15.5K -78 -4%
BO
575
Bank OZK
Arkansas
$322K -$14.5K -73 -4%
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23
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