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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
MHS
926
M Holdings Securities
Oregon
$956K +$73.4K +267 +8%
FWSM
927
First Wilshire Securities Management
California
$955K – – –
TF
928
Tompkins Financial
New York
$949K – – –
BRWA
929
B. Riley Wealth Advisors
Florida
$945K +$345K +1,255 +54%
PI
930
Parkside Investments
Illinois
$944K +$79.8K +290 +9%
EM
931
Excalibur Management
Massachusetts
$929K -$275K -1,000 -22%
CWM
932
Cabot Wealth Management
Massachusetts
$911K -$133K -482 -12%
SCM
933
Stellar Capital Management
Arizona
$907K -$151K -550 -14%
PCA
934
Personal Capital Advisors
California
$901K -$72.9K -265 -7%
PWAG
935
Polaris Wealth Advisory Group
California
$901K +$653K +2,373 +232%
MCIA
936
Mountain Capital Investment Advisors
Colorado
$899K +$366K +1,332 +65%
CP
937
Castleview Partners
Texas
$898K +$931K +3,385 New
PWW
938
Pettyjohn Wood & White
Virginia
$896K -$30.3K -110 -3%
LFG
939
LifePlan Financial Group
Ohio
$895K -$4.96M -18,027 -84%
PV
940
Private Vista
Illinois
$890K -$175K -637 -16%
SI
941
Stephens Inc
Arkansas
$880K -$15.1K -55 -2%
APP
942
Avantax Planning Partners
Iowa
$873K +$31.1K +113 +4%
GAM
943
Griffin Asset Management
New York
$865K +$24.2K +88 +3%
PAMG
944
Patton Albertson Miller Group
Tennessee
$862K -$1.99M -7,247 -69%
TCOT
945
Trust Company of Toledo
Ohio
$847K -$2.75K -10 -0.3%
IIM
946
Ipswich Investment Management
Massachusetts
$845K -$70.1K -255 -7%
FWM
947
Focused Wealth Management
New York
$839K -$30.3K -110 -3%
BB
948
Busey Bank
Illinois
$838K +$18.2K +66 +2%
M
949
MOTCO
Texas
$833K +$120K +437 +16%
BBNB
950
Baker Boyer National Bank
Washington
$831K +$12.7K +46 +1%
36 37
38
39 40