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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
LAM
751
Lebenthal Asset Management
New York
$890K -$74.1K -317 -8%
NA
752
NewEdge Advisors
Louisiana
$885K +$133K +568 +18%
HHGA
753
Halbert Hargrove Global Advisors
California
$865K – – –
FPCG
754
Fort Pitt Capital Group
Pennsylvania
$863K -$47.9K -205 -5%
KBFS
755
Kohmann Bosshard Financial Services
Ohio
$863K – – –
SBH
756
Segall Bryant & Hamill
Illinois
$862K -$890K -3,804 -51%
TIM
757
Total Investment Management
Arizona
$862K +$22.7K +97 +3%
BMM
758
Buffington Mohr McNeal
Idaho
$862K +$850K +3,633 New
IC
759
Iconiq Capital
California
$861K – – –
CRC
760
Curi RMB Capital
Illinois
$860K -$10.1K -43 -1%
AUB
761
Atlantic Union Bankshares
Virginia
$850K -$33.9K -145 -4%
CA
762
Cortland Associates
Missouri
$838K -$188K -804 -19%
LC
763
LCNB Corp
Ohio
$832K -$5.85K -25 -0.7%
ACP
764
Aviance Capital Partners
Florida
$829K – – –
HCA
765
Horan Capital Advisors
Ohio
$819K -$13.3K -57 -2%
PPCM
766
Pillar Pacific Capital Management
California
$816K -$6.32K -27 -0.8%
PWW
767
Pettyjohn Wood & White
Virginia
$807K -$31.1K -133 -4%
ISB
768
Iowa State Bank
Iowa
$804K – – –
TF
769
Tompkins Financial
New York
$803K – – –
IIM
770
Ipswich Investment Management
Massachusetts
$801K +$117K +500 +17%
WT
771
Washington Trust
Rhode Island
$791K -$2.57K -11 -0.3%
EGA
772
E&G Advisors
Texas
$789K +$22.5K +96 +3%
PMG
773
ProVise Management Group
Florida
$786K – – –
RP
774
Riverbridge Partners
Minnesota
$777K -$28.6M -122,461 -97%
SPIA
775
Strategic Point Investment Advisors
Rhode Island
$777K +$767K +3,278 New
29 30
31
32 33