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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
DBT
651
Dubuque Bank & Trust
Iowa
$765K -$646K -3,095 -46%
PFBT
652
Parkside Financial Bank & Trust
Missouri
$765K -$2.71K -13 -0.4%
BMM
653
Berkshire Money Management
Massachusetts
$758K +$751K +3,600 New
ISB
654
Iowa State Bank
Iowa
$756K -$2.09K -10 -0.3%
VHAM
655
Van Hulzen Asset Management
California
$753K -$166K -795 -18%
IC
656
Iconiq Capital
California
$740K -$50.3K -241 -6%
PPCM
657
Pillar Pacific Capital Management
California
$725K +$2.5K +12 +0.3%
WT
658
Washington Trust
Rhode Island
$725K +$291K +1,394 +68%
CCT
659
Chemung Canal Trust
New York
$716K -$83.4K -400 -11%
SHJ
660
Sharkey, Howes & Javer
Colorado
$697K +$65.7K +315 +11%
TF
661
Tompkins Financial
New York
$694K – – –
MWM
662
Mission Wealth Management
California
$687K +$680K +3,262 New
TCOT
663
Trust Company of Toledo
Ohio
$684K – – –
FWSM
664
First Wilshire Securities Management
California
$674K +$62.6K +300 +10%
CRC
665
Curi RMB Capital
Illinois
$672K +$8.97K +43 +1%
HCA
666
Horan Capital Advisors
Ohio
$672K +$268K +1,285 +67%
BHTS
667
Bar Harbor Trust Services
Maine
$667K – – –
KP
668
Keel Point
Alabama
$665K -$21.5K -103 -3%
EB
669
Eastern Bank
Massachusetts
$663K +$1.67K +8 +0.3%
MHS
670
M Holdings Securities
Oregon
$658K +$27.5K +132 +4%
ZF
671
Zhang Financial
Michigan
$656K – – –
PMG
672
ProVise Management Group
Florida
$641K +$635K +3,045 New
PG
673
Patten Group
Tennessee
$634K -$23.4K -112 -4%
IAA
674
Ironsides Asset Advisors
North Carolina
$634K -$205K -984 -25%
FWP
675
FAS Wealth Partners
Kansas
$625K +$177K +849 +40%
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