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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
STMM
801
South Texas Money Management
Texas
$354K -$102K -468 -22%
CW
802
Cabot-Wellington
Massachusetts
$354K – – –
MC
803
Mathes Company
New York
$354K – – –
WAM
804
Weatherly Asset Management
California
$353K +$40K +184 +13%
VWA
805
V Wealth Advisors
Kansas
$349K -$1.05M -4,806 -75%
HIMC
806
Heritage Investors Management Corp
Maryland
$347K -$2.17K -10 -0.6%
BHBT
807
Burke & Herbert Bank & Trust
Virginia
$342K -$32.6K -150 -9%
RFS
808
Rockefeller Financial Services
New York
$342K – – –
AIS
809
American Investment Services
Massachusetts
$340K +$110K +506 +48%
LIA
810
LS Investment Advisors
Michigan
$339K – – –
SWPG
811
Strategic Wealth Partners Group
Illinois
$337K -$125K -575 -27%
VCP
812
Vista Capital Partners
Oregon
$337K +$337K +1,551 New
CCT
813
Capital City Trust
Florida
$334K – – –
LNWWM
814
Laird Norton Wetherby Wealth Management
California
$332K – – –
CAL
815
Capital Advisors Ltd
Ohio
$329K -$20.7K -95 -6%
WA
816
WFG Advisors
Texas
$327K +$11.1K +51 +4%
BCM
817
Bayesian Capital Management
New York
$327K +$326K +1,501 New
FFBTD
818
First Financial Bank - Trust Division
Ohio
$325K +$23.1K +106 +8%
HF
819
HRT Financial
New York
$325K +$326K +1,497 New
CAM
820
Crestone Asset Management
Colorado
$324K -$101K -464 -24%
CAM
821
Carret Asset Management
New York
$324K – – –
CPIG
822
Chicago Partners Investment Group
Illinois
$315K +$1.96K +9 +0.6%
PA
823
Paracle Advisors
Washington
$314K +$314K +1,442 New
BFS
824
Bradley Foster & Sargent
Connecticut
$313K -$7.61K -35 -2%
FEG
825
Financial Enhancement Group
Indiana
$310K -$8.92K -41 -3%
31 32
33
34 35