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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
801
Tuttle Capital Management
Connecticut
$321K +$312K +1,496 New
LNWWM
802
Laird Norton Wetherby Wealth Management
California
$321K +$318K +1,524 New
ANTB
803
AMG National Trust Bank
Colorado
$320K – – –
HCM
804
Harvey Capital Management
Florida
$315K – – –
WPW
805
Waldron Private Wealth
Pennsylvania
$315K +$313K +1,500 New
CAM
806
Carret Asset Management
New York
$314K -$74.7K -358 -19%
CCG
807
Chatham Capital Group
Georgia
$310K – – –
BFS
808
Bradley Foster & Sargent
Connecticut
$310K +$308K +1,475 New
FEG
809
Financial Enhancement Group
Indiana
$309K +$101K +485 +49%
IA
810
Independence Advisors
Pennsylvania
$306K +$304K +1,455 New
WA
811
WFG Advisors
Texas
$305K -$60.3K -289 -17%
LCOV
812
London Company of Virginia
Virginia
$304K +$46.7K +224 +18%
CPIG
813
Chicago Partners Investment Group
Illinois
$303K +$2.71K +13 +0.9%
WAM
814
Weatherly Asset Management
California
$303K +$3.13K +15 +1%
BA
815
BKS Advisors
Michigan
$300K – – –
TCOO
816
Trust Company of Oklahoma
Oklahoma
$300K – – –
FMC
817
First Merchants Corp
Indiana
$298K +$295K +1,416 New
CIC
818
Cornercap Investment Counsel
Georgia
$297K -$26.1K -125 -8%
MMG
819
Monetary Management Group
Missouri
$295K +$5.21K +25 +2%
GHA
820
GW Henssler & Associates
Georgia
$294K +$85.7K +411 +42%
FFBTD
821
First Financial Bank - Trust Division
Ohio
$292K -$82.6K -396 -22%
AIA
822
Allegis Investment Advisors
Idaho
$288K +$289K +1,386 New
SIM
823
Sigma Investment Management
Oregon
$281K – – –
CAW
824
Cornerstone Advisors (Washington)
Washington
$281K +$192K +919 +221%
WF
825
Welch & Forbes
Massachusetts
$280K -$3.55K -17 -1%
31 32
33
34 35