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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
GD
826
Grandfield & Dodd
New York
$230K – – –
FHA
827
First Horizon Advisors
Tennessee
$228K +$154K +747 +204%
AWA
828
ARS Wealth Advisors
Florida
$227K – – –
PCM
829
Perritt Capital Management
Illinois
$227K +$229K +1,110 New
SCM
830
Southport Capital Management
Tennessee
$225K +$227K +1,098 New
RFA
831
Reilly Financial Advisors
California
$222K – – –
SGCA
832
Steel Grove Capital Advisors
Tennessee
$219K +$220K +1,067 New
LCM
833
Lucas Capital Management
New Jersey
$214K +$1.45K +7 +0.7%
LRPA
834
L. Roy Papp & Associates
Arizona
$213K +$215K +1,040 New
SHA
835
Smith Hayes Advisers
Nebraska
$213K +$215K +1,041 New
BFEC
836
Benjamin F. Edwards & Company
Missouri
$212K -$184K -893 -46%
SCM
837
Sterling Capital Management
North Carolina
$212K -$43.2K -209 -17%
ERIM
838
Eagle Ridge Investment Management
Connecticut
$211K +$212K +1,028 New
CC
839
Callan Capital
California
$209K +$211K +1,020 New
EIA
840
Edgemoor Investment Advisors
Maryland
$207K -$243K -1,177 -54%
HIMC
841
Heritage Investors Management Corp
Maryland
$206K +$208K +1,005 New
TPSF
842
Texas Permanent School Fund
Texas
$205K -$7.09M -34,300 -97%
SWM
843
Segment Wealth Management
Texas
$205K +$207K +1,000 New
IAA
844
Ironsides Asset Advisors
North Carolina
$204K +$206K +995 New
FNB
845
Farmers National Bank
Kentucky
$203K +$205K +993 New
CBT
846
Central Bank & Trust
Kentucky
$199K +$62.8K +304 +46%
DIA
847
Davidson Investment Advisors
Montana
$189K +$191K +924 New
VFA
848
Virtus Fund Advisers
Connecticut
$188K -$88.4K -428 -32%
ANBT
849
American National Bank & Trust
Texas
$175K -$3.72K -18 -2%
PO
850
Private Ocean
California
$174K -$22.9K -111 -12%
32 33
34
35 36