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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
VR
926
Viridian RIA
Washington
$1M -$473K -1,737 -32%
PG
927
Patten Group
Tennessee
$1M +$185K +679 +23%
FWSM
928
First Wilshire Securities Management
California
$997K +$13.6K +50 +1%
RFWA
929
RPg Family Wealth Advisory
Massachusetts
$995K +$688K +2,528 +227%
WT
930
Washington Trust
Rhode Island
$990K -$544 -2 -0.1%
KBFS
931
Kohmann Bosshard Financial Services
Ohio
$990K – – –
CT
932
CPF Texas
Texas
$989K -$1.69M -6,204 -63%
PPCM
933
Pillar Pacific Capital Management
California
$989K -$5.44K -20 -0.5%
EGA
934
E&G Advisors
Texas
$987K – – –
3AM
935
3D Asset Management
Connecticut
$981K -$102K -376 -9%
TF
936
Tompkins Financial
New York
$977K – – –
MHS
937
M Holdings Securities
Oregon
$976K -$7.34K -27 -0.7%
EM
938
Excalibur Management
Massachusetts
$969K +$13.6K +50 +1%
CCP
939
Clough Capital Partners
Massachusetts
$969K +$966K +3,550 New
WPA
940
West Paces Advisors
Georgia
$966K +$326K +1,200 +51%
HAM
941
Highstreet Asset Management
Ontario, Canada
$951K -$271K -997 -22%
LFG
942
LifePlan Financial Group
Ohio
$951K +$30.2K +111 +3%
SCM
943
Stellar Capital Management
Arizona
$950K +$17.4K +64 +2%
BI
944
Bredin Investment
Delaware
$942K +$730K +2,684 +351%
GIA
945
GHP Investment Advisors
Colorado
$940K +$101K +371 +12%
PWP
946
Private Wealth Partners
California
$933K +$929K +3,416 New
IWA
947
Intercontinental Wealth Advisors
Texas
$926K -$81.6K -300 -8%
PWW
948
Pettyjohn Wood & White
Virginia
$922K – – –
LNWWM
949
Laird Norton Wetherby Wealth Management
California
$922K +$504K +1,851 +121%
CIA
950
CCM Investment Advisers
South Carolina
$922K +$919K +3,379 New
36 37
38
39 40