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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
TCOT
651
Trust Company of Toledo
Ohio
$665K -$10.3K -50 -2%
BHTS
652
Bar Harbor Trust Services
Maine
$661K -$28.9K -140 -4%
NFG
653
Nations Financial Group
Iowa
$657K +$662K +3,206 New
GIA
654
GHP Investment Advisors
Colorado
$651K +$3.72K +18 +0.6%
KP
655
Keel Point
Alabama
$647K +$56.8K +275 +10%
CRC
656
Curi RMB Capital
Illinois
$645K – – –
EB
657
Eastern Bank
Massachusetts
$643K – – –
FIM
658
Frontier Investment Management
Texas
$641K +$80.6K +390 +14%
BTNA
659
Bremer Trust National Association
Minnesota
$639K +$158K +763 +32%
ZF
660
Zhang Financial
Michigan
$638K – – –
AWM
661
Avior Wealth Management
Nebraska
$635K +$12.8K +62 +2%
EWM
662
Empirical Wealth Management
Washington
$633K -$38.2K -185 -6%
RBC
663
Roble Belko & Company
Pennsylvania
$626K +$1.03K +5 +0.2%
FWP
664
FAS Wealth Partners
Kansas
$618K +$251K +1,214 +67%
LWM
665
Lyons Wealth Management
Florida
$616K +$620K +3,003 New
LWM
666
Lenox Wealth Management
Ohio
$616K +$621K +3,006 New
PG
667
Patten Group
Tennessee
$615K +$13.8K +67 +2%
SWM
668
SVA Wealth Management
Wisconsin
$611K -$139K -675 -18%
BBPWM
669
Blue Bell Private Wealth Management
Pennsylvania
$595K +$103K +500 +21%
GP
670
Girard Partners
Pennsylvania
$593K +$28.5K +138 +5%
WS
671
Wedbush Securities
California
$582K +$312K +1,510 +113%
SFM
672
Signature Financial Management
Virginia
$580K – – –
LOT
673
Lombard Odier Transatlantic
Quebec, Canada
$573K +$103K +500 +22%
KFS
674
Kurt F. Somerville
$572K – – –
MBT
675
Monroe Bank & Trust
Michigan
$567K – – –
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