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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
NFG
551
Nadler Financial Group
Illinois
$779K – – –
PFM
552
Parsec Financial Management
North Carolina
$776K -$55.7K -275 -7%
PPCM
553
Pillar Pacific Capital Management
California
$761K +$2.02K +10 +0.3%
BSW
554
Buckingham Strategic Wealth
Missouri
$749K +$54K +267 +8%
SWM
555
SVA Wealth Management
Wisconsin
$737K +$5.26K +26 +0.7%
SNT
556
Security National Trust
West Virginia
$731K -$10.1K -50 -1%
CFB
557
Cullen/Frost Bankers
Texas
$730K +$244K +1,204 +52%
PL
558
Parthenon LLC
Kentucky
$727K +$711K +3,512 New
SFSG
559
Stearns Financial Services Group
North Carolina
$704K +$2.83K +14 +0.4%
EWA
560
Exencial Wealth Advisors
Oklahoma
$702K – – –
AWS
561
Aris Wealth Services
Pennsylvania
$693K +$71K +351 +12%
ATC
562
Argent Trust Co
Tennessee
$692K +$677K +3,347 New
MOACM
563
Mutual of America Capital Management
New York
$677K +$607K +3,001 +1,116%
ZF
564
Zhang Financial
Michigan
$676K – – –
KTC
565
Kistler-Tiffany Companies
Pennsylvania
$667K -$9.11K -45 -1%
SCA
566
Stonebridge Capital Advisors
Minnesota
$667K – – –
JFGIW
567
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$666K +$249K +1,230 +62%
W
568
Wealthquest
Ohio
$650K +$636K +3,144 New
CBN
569
Cadence Bank NA
Texas
$644K -$51K -252 -7%
CD
570
Carl Domino
Florida
$643K +$76.1K +376 +14%
FGP
571
Foyston, Gordon, & Payne
Ontario, Canada
$641K – – –
RCYC
572
Richard C. Young & Co
Rhode Island
$641K +$627K +3,100 New
TNB
573
Thomasville National Bank
Georgia
$636K +$92.7K +458 +18%
LDB
574
Lee, Danner & Bass
Tennessee
$633K +$250K +1,235 +68%
AT
575
Arden Trust
Delaware
$627K +$67.8K +335 +12%
21 22
23
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