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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
JFGIW
651
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$383K – – –
BRWM
652
B. Riley Wealth Management
Tennessee
$380K – – –
LDB
653
Lee, Danner & Bass
Tennessee
$378K -$153K -750 -28%
CFA
654
Capstone Financial Advisors
Illinois
$377K – – –
BG
655
Bahl & Gaynor
Ohio
$377K +$27.6K +135 +7%
FFBTD
656
First Financial Bank - Trust Division
Ohio
$375K +$28.6K +140 +8%
CCM
657
Carlson Capital Management
Minnesota
$372K -$15.5K -76 -4%
BFEC
658
Benjamin F. Edwards & Company
Missouri
$372K +$204 +1 +0.1%
HPIA
659
Hamilton Point Investment Advisors
North Carolina
$368K +$38K +186 +11%
MM
660
Meridian Management
Arkansas
$367K -$708K -3,471 -65%
ABC
661
Associated Banc-Corp
Wisconsin
$367K +$31K +152 +9%
FWSM
662
First Wilshire Securities Management
California
$366K – – –
RC
663
Rinet Company
Massachusetts
$364K – – –
RFS
664
Rockefeller Financial Services
New York
$357K -$22.5K -110 -6%
PWW
665
Pettyjohn Wood & White
Virginia
$356K – – –
CW
666
Cabot-Wellington
Massachusetts
$355K +$91.6K +449 +32%
OA
667
Outfitter Advisors
Virginia
$350K – – –
CASB
668
Cape Ann Savings Bank
Massachusetts
$350K +$58K +284 +19%
BB
669
Busey Bank
Illinois
$349K -$8.98K -44 -2%
FWP
670
FAS Wealth Partners
Kansas
$347K +$204 +1 +0.1%
HTHT
671
Hemenway Trust Hemenway Trust
New Hampshire
$343K -$572K -2,800 -61%
PAIM
672
Punch & Associates Investment Management
Minnesota
$341K +$361K +1,771 New
MC
673
Mathes Company
New York
$335K – – –
PFBT
674
Parkside Financial Bank & Trust
Missouri
$332K -$358K -1,755 -50%
GIA
675
Guyasuta Investment Advisors
Pennsylvania
$332K -$5.92K -29 -2%
25 26
27
28 29