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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
SNT
801
Security National Trust
West Virginia
$966K -$76.2K -307 -7%
FB
802
Fulton Bank
Pennsylvania
$966K +$151K +609 +19%
HWM
803
Highwater Wealth Management
Colorado
$952K -$128K -517 -12%
SWPG
804
Strategic Wealth Partners Group
Illinois
$948K +$408K +1,644 +78%
MG
805
McCutchen Group
Washington
$941K -$14.9K -60 -2%
IIM
806
Ipswich Investment Management
Massachusetts
$941K +$80.7K +325 +10%
MIM
807
Macroview Investment Management
Maryland
$930K +$291K +1,171 +47%
TNBTD
808
Trustmark National Bank Trust Department
Mississippi
$929K -$119K -481 -12%
SEIA
809
Signature Estate & Investment Advisors
California
$928K +$90.1K +363 +11%
WT
810
Washington Trust
Rhode Island
$925K +$24.1K +97 +3%
AWA
811
Arete Wealth Advisors
Illinois
$924K +$907K +3,653 New
IC
812
Iconiq Capital
California
$917K – – –
KBFS
813
Kohmann Bosshard Financial Services
Ohio
$917K +$900K +3,625 New
SI
814
Stephens Inc
Arkansas
$897K -$190K -764 -18%
TF
815
Tompkins Financial
New York
$895K +$29.8K +120 +4%
EGA
816
E&G Advisors
Texas
$886K +$17.6K +71 +2%
CRC
817
Curi RMB Capital
Illinois
$885K – – –
ACP
818
Aviance Capital Partners
Florida
$883K – – –
GS
819
Girard Securities
California
$876K -$640K -2,577 -43%
HHGA
820
Halbert Hargrove Global Advisors
California
$876K -$44.7K -180 -5%
PWW
821
Pettyjohn Wood & White
Virginia
$860K – – –
WF
822
Welch & Forbes
Massachusetts
$859K -$14.7K -59 -2%
PWMAG
823
Pinnacle Wealth Management Advisory Group
New Jersey
$859K +$310K +1,250 +58%
RG
824
Rathbones Group
United Kingdom
$856K – – –
PPCM
825
Pillar Pacific Capital Management
California
$852K -$6.21K -25 -0.7%
31 32
33
34 35