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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
TTWM
876
TCV Trust & Wealth Management
Virginia
$484K – – –
BC
877
Barnett & Company
Tennessee
$482K -$9.82K -42 -2%
DWM
878
Doyle Wealth Management
Florida
$481K +$474K +2,026 New
MIM
879
Montgomery Investment Management
Maryland
$477K +$470K +2,009 New
CCM
880
Cribstone Capital Management
Maine
$475K -$23.4K -100 -5%
WPA
881
West Paces Advisors
Georgia
$475K – – –
HCM
882
Horan Capital Management
Maryland
$473K -$27.1K -116 -5%
MWM
883
Merriman Wealth Management
Washington
$470K -$2.14M -9,146 -82%
JC
884
Jentner Corp
Ohio
$467K +$461K +1,969 New
AF
885
Allworth Financial
California
$464K +$69.9K +299 +18%
NB
886
Nicolet Bankshares
Wisconsin
$464K +$233K +997 +104%
CIS
887
Connors Investor Services
Pennsylvania
$463K – – –
FNBOO
888
First National Bank of Omaha
Nebraska
$458K -$211K -903 -32%
OSNBOA
889
Old Second National Bank of Aurora
Illinois
$451K – – –
KWM
890
Kingsview Wealth Management
Oregon
$447K +$441K +1,886 New
SFSG
891
Stearns Financial Services Group
North Carolina
$443K -$134K -571 -23%
LPIC
892
LeJeune Puetz Investment Counsel
Michigan
$440K +$23.6K +101 +6%
WP
893
WealthPLAN Partners
Nebraska
$439K +$435K +1,859 New
SIAS
894
Shine Investment Advisory Services
Colorado
$438K +$431K +1,844 New
CCG
895
Cypress Capital Group
Florida
$437K – – –
HCM
896
HM Capital Management
Missouri
$435K – – –
MBT
897
Monroe Bank & Trust
Michigan
$431K +$87.9K +376 +26%
LDB
898
Lee, Danner & Bass
Tennessee
$423K – – –
MLL
899
Moody Lynn & Lieberson
Massachusetts
$421K – – –
VFA
900
Virtus Fund Advisers
Connecticut
$419K -$22.5K -96 -5%
34 35
36
37 38