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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
876
Clearwater Capital Advisors
Illinois
$679K +$3.48K +14 +0.5%
HCM
877
Harvest Capital Management
New Hampshire
$676K -$109K -440 -14%
SCM
878
Southport Capital Management
Tennessee
$674K -$12.9K -52 -2%
KFS
879
Kurt F. Somerville
$670K – – –
CIM
880
Confluence Investment Management
Missouri
$663K -$133K -536 -17%
CFD
881
Creative Financial Designs
Indiana
$659K +$14.2K +57 +2%
SFM
882
Signature Financial Management
Virginia
$656K – – –
SLT
883
St Louis Trust
Missouri
$654K – – –
BA
884
BKS Advisors
Michigan
$651K -$1.49K -6 -0.2%
SIA
885
Starfire Investment Advisers
Michigan
$651K +$248 +1 +0%
SCM
886
Sterling Capital Management
North Carolina
$650K +$638K +2,571 New
ZF
887
Zhang Financial
Michigan
$649K – – –
EB
888
Eastern Bank
Massachusetts
$647K – – –
TW
889
Transform Wealth
Colorado
$647K +$635K +2,557 New
STMM
890
South Texas Money Management
Texas
$644K -$291K -1,172 -32%
NEPWA
891
New England Private Wealth Advisors
Massachusetts
$642K -$8.94K -36 -1%
PFO
892
Pathstone Family Office
New Jersey
$634K -$31.2M -125,727 -98%
AWA
893
Artemis Wealth Advisors
New York
$632K – – –
GHA
894
GW Henssler & Associates
Georgia
$627K +$2.73K +11 +0.4%
PFA
895
Pure Financial Advisors
California
$619K -$65.3K -263 -10%
FAM
896
Formidable Asset Management
Ohio
$619K +$348K +1,403 +134%
PV
897
Private Vista
Illinois
$615K +$3.97K +16 +0.7%
VCP
898
Vista Capital Partners
Oregon
$613K -$7.45K -30 -1%
BA
899
Boston Advisors
Massachusetts
$613K +$45.9K +185 +8%
HCMNY
900
Howard Capital Management (New York)
New York
$609K +$14.7K +59 +3%
34 35
36
37 38