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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
826
Brookmont Capital Management
Texas
$540K -$3.3K -15 -0.6%
CAM
827
Concorde Asset Management
Michigan
$536K +$29.9K +136 +6%
HCM
828
Hengehold Capital Management
Ohio
$529K -$26.8K -122 -5%
BPCA
829
Bank Pictet & Cie (Asia)
Singapore
$529K +$130K +590 +33%
RJA
830
Robshaw & Julian Associates
New York
$528K +$62.6K +285 +14%
PP
831
Patten & Patten
Tennessee
$526K +$879 +4 +0.2%
GAM
832
Gemmer Asset Management
California
$525K +$67K +305 +15%
BO
833
Bank OZK
Arkansas
$524K – – –
W
834
Wealthfront
California
$523K +$269K +1,223 +111%
APCM
835
Alaska Permanent Capital Management
Alaska
$521K +$509K +2,318 New
IA
836
IndexIQ Advisors
New York
$519K +$482K +2,194 +1,942%
HCM
837
Harvey Capital Management
Florida
$518K +$24.4K +111 +5%
PC
838
Peavine Capital
Nevada
$517K -$78.9K -359 -14%
ZCA
839
Zeke Capital Advisors
Pennsylvania
$517K -$47.7K -217 -9%
TH
840
TCTC Holdings
Texas
$515K -$46.6K -212 -8%
BCM
841
BTR Capital Management
California
$511K – – –
BPB
842
Badgley, Phelps & Bell
Washington
$510K +$94.5K +430 +23%
RC
843
Rinet Company
Massachusetts
$507K – – –
TIA
844
Tiemann Investment Advisors
California
$506K -$6.59K -30 -1%
TCM
845
Tran Capital Management
California
$506K +$494K +2,248 New
TW
846
Transform Wealth
Colorado
$499K +$25.9K +118 +6%
VKH
847
Virtu KCG Holdings
New York
$491K -$556K -2,528 -54%
PV
848
Private Vista
Illinois
$491K -$162K -739 -26%
SFSIG
849
San Francisco Sentry Investment Group
California
$491K +$19.1K +87 +4%
MSAM
850
Moloney Securities Asset Management
Missouri
$483K +$472K +2,147 New
32 33
34
35 36