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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
GKWIM
926
Gerber Kawasaki Wealth & Investment Management
California
$524K -$45.7K -184 -8%
SGAM
927
Steinberg Global Asset Management
Florida
$524K – – –
AIM
928
Arcadia Investment Management
Michigan
$522K -$672K -2,706 -57%
FWM
929
FFT Wealth Management
Pennsylvania
$519K – – –
TCCM
930
Timber Creek Capital Management
Massachusetts
$519K – – –
TTWM
931
TCV Trust & Wealth Management
Virginia
$517K – – –
DIA
932
Davidson Investment Advisors
Montana
$514K +$505K +2,035 New
PWAP
933
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$509K +$119K +480 +31%
MIM
934
Montgomery Investment Management
Maryland
$508K – – –
SWM
935
SigFig Wealth Management
California
$506K +$497K +2,002 New
WPA
936
West Paces Advisors
Georgia
$506K – – –
JC
937
Jentner Corp
Ohio
$498K – – –
CCM
938
Cribstone Capital Management
Maine
$495K +$16.4K +66 +3%
AF
939
Allworth Financial
California
$495K +$34.8K +140 +8%
PC
940
Peavine Capital
Nevada
$494K -$31.3K -126 -6%
NB
941
Nicolet Bankshares
Wisconsin
$493K -$15.4K -62 -3%
MWM
942
Mission Wealth Management
California
$488K – – –
CIS
943
Connors Investor Services
Pennsylvania
$487K -$6.21K -25 -1%
M
944
MOTCO
Texas
$484K +$182K +734 +62%
BC
945
Barnett & Company
Tennessee
$477K -$28.8K -116 -6%
PI
946
Parkside Investments
Illinois
$476K -$85.7K -345 -15%
MCIA
947
Mountain Capital Investment Advisors
Colorado
$475K +$403K +1,623 +634%
FNB
948
Farmers National Bank
Kentucky
$474K – – –
GC
949
Gibson Capital
Pennsylvania
$473K – – –
RE
950
RBC Europe
United Kingdom
$471K +$463K +1,863 New
36 37
38
39 40