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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
PL
651
Parthenon LLC
Kentucky
$797K – – –
HHGA
652
Halbert Hargrove Global Advisors
California
$793K – – –
PWW
653
Pettyjohn Wood & White
Virginia
$791K -$16.3K -75 -2%
DBT
654
Dubuque Bank & Trust
Iowa
$790K – – –
PFBT
655
Parkside Financial Bank & Trust
Missouri
$789K -$870 -4 -0.1%
FLPIM
656
F.L. Putnam Investment Management
Massachusetts
$784K +$184K +845 +31%
BMM
657
Berkshire Money Management
Massachusetts
$783K – – –
SSP
658
Sapphire Star Partners
Washington
$782K -$82.2K -378 -10%
ISB
659
Iowa State Bank
Iowa
$781K – – –
SWM
660
SVA Wealth Management
Wisconsin
$771K -$59.8K -275 -7%
CA
661
Cortland Associates
Missouri
$768K +$768K +3,531 New
IC
662
Iconiq Capital
California
$765K – – –
HCA
663
Horan Capital Advisors
Ohio
$763K +$68.5K +315 +10%
ACP
664
Aviance Capital Partners
Florida
$760K -$90.9K -418 -11%
WT
665
Washington Trust
Rhode Island
$749K -$435 -2 -0.1%
PMG
666
ProVise Management Group
Florida
$749K +$86.3K +397 +13%
VHAM
667
Van Hulzen Asset Management
California
$747K -$31.5K -145 -4%
AIA
668
Allegis Investment Advisors
Idaho
$734K +$433K +1,989 +144%
BBPWM
669
Blue Bell Private Wealth Management
Pennsylvania
$727K +$152K +700 +27%
PPCM
670
Pillar Pacific Capital Management
California
$724K -$25.4K -117 -3%
CFB
671
Cullen/Frost Bankers
Texas
$724K +$86.8K +399 +14%
GLA
672
Great Lakes Advisors
Illinois
$721K -$212K -977 -23%
OMC
673
Old Mission Capital
Illinois
$718K +$718K +3,301 New
TF
674
Tompkins Financial
New York
$717K – – –
MI
675
Montage Investments
Kansas
$716K -$522K -2,400 -42%
25 26
27
28 29