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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CFB
826
Cullen/Frost Bankers
Texas
$740K +$23.6K +98 +3%
DBT
827
Dubuque Bank & Trust
Iowa
$738K -$5.31K -22 -0.7%
RC
828
Rinet Company
Massachusetts
$731K +$181K +750 +33%
BWAM
829
Boyd Watterson Asset Management
Ohio
$729K +$723K +2,995 New
NHC
830
Nicholas Hoffman & Company
Georgia
$727K +$59.6K +247 +9%
LC
831
LCNB Corp
Ohio
$722K -$132K -545 -16%
VHAM
832
Van Hulzen Asset Management
California
$720K +$14.5K +60 +2%
EWA
833
Exencial Wealth Advisors
Oklahoma
$719K -$215K -890 -23%
GIA
834
GHP Investment Advisors
Colorado
$718K +$1.69K +7 +0.2%
NFG
835
Nations Financial Group
Iowa
$718K +$52.8K +219 +8%
SWM
836
Segment Wealth Management
Texas
$712K +$465K +1,926 +193%
GWA
837
Guidant Wealth Advisors
Illinois
$709K +$49.5K +205 +8%
PP
838
Patten & Patten
Tennessee
$700K +$129K +535 +23%
KM
839
Kalos Management
Georgia
$696K -$65.4K -271 -9%
CA
840
Corrado Advisors
New Jersey
$693K – – –
CCM
841
Carlson Capital Management
Minnesota
$691K -$20.3K -84 -3%
HPIA
842
Hamilton Point Investment Advisors
North Carolina
$680K – – –
FEG
843
Financial Enhancement Group
Indiana
$678K +$86.1K +357 +15%
BTNA
844
Bremer Trust National Association
Minnesota
$676K -$3.62K -15 -0.5%
IWA
845
Intercontinental Wealth Advisors
Texas
$675K -$41K -170 -6%
CASB
846
Cape Ann Savings Bank
Massachusetts
$670K -$2.65K -11 -0.4%
BTW
847
Boston Trust Walden
Massachusetts
$662K +$338K +1,399 +106%
SCM
848
Southport Capital Management
Tennessee
$661K +$154K +640 +31%
PFA
849
Pure Financial Advisors
California
$660K -$84.9K -352 -11%
AT
850
Arden Trust
Delaware
$660K – – –
32 33
34
35 36