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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CRC
576
Curi RMB Capital
Illinois
$654K +$36.2K +174 +6%
EB
577
Eastern Bank
Massachusetts
$652K +$24.1K +116 +4%
CD
578
Carl Domino
Florida
$646K – – –
CBN
579
Cadence Bank NA
Texas
$637K -$10.2K -49 -2%
RBC
580
Roble Belko & Company
Pennsylvania
$632K +$632K +3,042 New
LWM
581
Lyons Wealth Management
Florida
$629K -$168K -806 -21%
TTWM
582
TCV Trust & Wealth Management
Virginia
$624K – – –
GAM
583
Gemmer Asset Management
California
$623K -$794K -3,821 -56%
KIA
584
KCM Investment Advisors
California
$621K +$22.2K +107 +4%
BT
585
Beacon Trust
New Jersey
$616K – – –
DIA
586
Denver Investment Advisors
Colorado
$609K +$20.8K +100 +4%
SHJ
587
Sharkey, Howes & Javer
Colorado
$605K +$605K +2,911 New
LOT
588
Lombard Odier Transatlantic
Quebec, Canada
$602K – – –
SIA
589
Starfire Investment Advisers
Michigan
$597K +$597K +2,873 New
PG
590
Patten Group
Tennessee
$597K – – –
KP
591
Keel Point
Alabama
$597K +$597K +2,874 New
GHA
592
GW Henssler & Associates
Georgia
$593K +$11.6K +56 +2%
HCM
593
HM Capital Management
Missouri
$592K +$99.6K +479 +20%
KFS
594
Kurt F. Somerville
$581K – – –
MCM
595
McRae Capital Management
New Jersey
$562K +$31.8K +153 +6%
SLAM
596
Swiss Life Asset Management
$561K +$561K +2,700 New
SI
597
Stephens Inc
Arkansas
$557K +$277K +1,333 +99%
RWM
598
RKL Wealth Management
Pennsylvania
$556K +$1.66K +8 +0.3%
GP
599
Girard Partners
Pennsylvania
$548K – – –
JFGIW
600
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$545K -$125K -600 -19%
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