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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
BTNA
701
Bremer Trust National Association
Minnesota
$625K +$68.5K +315 +12%
HPIA
702
Hamilton Point Investment Advisors
North Carolina
$622K +$185K +850 +42%
LOT
703
Lombard Odier Transatlantic
Quebec, Canada
$620K -$21.8K -100 -3%
CNBT
704
Canandaigua National Bank & Trust
New York
$612K +$222K +1,021 +57%
CA
705
Corrado Advisors
New Jersey
$610K +$12.6K +58 +2%
KFS
706
Kurt F. Somerville
$608K – – –
WJA
707
Williams Jones & Associates
New York
$605K +$218 +1 +0%
PV
708
Private Vista
Illinois
$605K +$166K +761 +36%
PAMG
709
Patton Albertson Miller Group
Tennessee
$604K -$601K -2,765 -50%
CHJWM
710
Carlton Hofferkamp & Jenks Wealth Management
Texas
$604K +$604K +2,777 New
CCA
711
Clearwater Capital Advisors
Illinois
$601K -$6.96K -32 -1%
CCM
712
Carlson Capital Management
Minnesota
$595K +$11.3K +52 +2%
CCT
713
Country Club Trust
Missouri
$592K +$117K +536 +25%
ACN
714
Advisor Consultant Network
Ohio
$592K +$592K +2,721 New
AT
715
Arden Trust
Delaware
$591K +$591K +2,715 New
ABFS
716
Appropriate Balance Financial Services
Washington
$590K -$34.6K -159 -6%
CDIA
717
Capital Directions Investment Advisors
Georgia
$586K – – –
RP
718
Riverbridge Partners
Minnesota
$586K +$159K +730 +37%
KIA
719
KCM Investment Advisors
California
$583K +$32.4K +149 +6%
EGA
720
E&G Advisors
Texas
$582K +$46.1K +212 +9%
PFO
721
Pathstone Family Office
New Jersey
$582K +$162K +743 +38%
FHC
722
First Heartland Consultants
Missouri
$582K +$164K +752 +39%
HTC
723
Haverford Trust Company
Pennsylvania
$580K – – –
PC
724
Peavine Capital
Nevada
$578K – – –
LC
725
Lourd Capital
California
$575K – – –
27 28
29
30 31