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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
851
Cribstone Capital Management
Maine
$480K -$22.6K -103 -5%
FWIA
852
Fort Washington Investment Advisors
Ohio
$480K +$469K +2,134 New
TCCM
853
Timber Creek Capital Management
Massachusetts
$479K +$11.4K +52 +2%
FFBTD
854
First Financial Bank - Trust Division
Ohio
$475K +$136K +617 +41%
HCM
855
Horan Capital Management
Maryland
$474K -$11K -50 -2%
OWM
856
Orgel Wealth Management
Wisconsin
$472K +$67.7K +308 +17%
GAG
857
GM Advisory Group
New York
$470K +$459K +2,090 New
BC
858
Barnett & Company
Tennessee
$466K -$79.1K -360 -15%
FWM
859
FFT Wealth Management
Pennsylvania
$462K – – –
RMDI
860
R.M. Davis Inc
Maine
$460K – – –
TTWM
861
TCV Trust & Wealth Management
Virginia
$460K – – –
SNBOSD
862
Security National Bank of So Dak
Iowa
$454K +$444K +2,020 New
WPA
863
West Paces Advisors
Georgia
$450K +$440K +2,000 New
EWM
864
Endurance Wealth Management
Rhode Island
$449K +$56.9K +259 +15%
APP
865
Avantax Planning Partners
Iowa
$449K +$438K +1,994 New
MTWSIF
866
Mivtachim The Workers Social Insurance Fund
Israel
$447K – – –
SCM
867
Southport Capital Management
Tennessee
$444K +$13.8K +63 +3%
CFA
868
Capstone Financial Advisors
Illinois
$441K +$220 +1 +0.1%
CIS
869
Connors Investor Services
Pennsylvania
$439K -$1.98K -9 -0.5%
OSNBOA
870
Old Second National Bank of Aurora
Illinois
$427K – – –
1SB
871
1ST Source Bank
Indiana
$427K +$16.3K +74 +4%
MC
872
Middleton & Co
Massachusetts
$420K +$410K +1,865 New
VFA
873
Virtus Fund Advisers
Connecticut
$419K -$416K -1,892 -50%
MWM
874
Mission Wealth Management
California
$418K -$511K -2,323 -56%
CCG
875
Cypress Capital Group
Florida
$414K -$47.5K -216 -11%
33 34
35
36 37