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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CIC
951
Cornercap Investment Counsel
Georgia
$471K +$112K +450 +32%
LPIC
952
LeJeune Puetz Investment Counsel
Michigan
$469K +$497 +2 +0.1%
SIAS
953
Shine Investment Advisory Services
Colorado
$466K – – –
HCM
954
Horan Capital Management
Maryland
$457K -$49.9K -201 -10%
OSNBOA
955
Old Second National Bank of Aurora
Illinois
$455K – – –
PSW
956
Portfolio Strategies (Washington)
Washington
$454K +$70.3K +283 +19%
CWA
957
Cypress Wealth Advisors
California
$450K -$879K -3,539 -67%
MLL
958
Moody Lynn & Lieberson
Massachusetts
$449K – – –
TCM
959
Traynor Capital Management
Pennsylvania
$446K -$163K -657 -27%
OA
960
Outfitter Advisors
Virginia
$438K – – –
SPWA
961
SteelBridge Private Wealth Advisors
Florida
$438K +$19.9K +80 +5%
MCM
962
Mengis Capital Management
Oregon
$437K +$429K +1,729 New
CA
963
Cambridge Advisors
Nebraska
$436K +$4.97K +20 +1%
AIA
964
Armor Investment Advisors
North Carolina
$434K +$13.7K +55 +3%
CM
965
Churchill Management
California
$433K -$15.6K -63 -4%
KP
966
Keel Point
Alabama
$433K +$248 +1 +0.1%
LRIC
967
Long Road Investment Counsel
Michigan
$432K +$424K +1,707 New
EFS
968
Essex Financial Services
Connecticut
$431K -$711K -2,862 -63%
CFA
969
Capstone Financial Advisors
Illinois
$431K -$9.93K -40 -2%
HDIM
970
Hanson & Doremus Investment Management
Vermont
$430K – – –
NP
971
NorthRock Partners
Minnesota
$424K – – –
CCMG
972
Clark Capital Management Group
Pennsylvania
$419K +$412K +1,657 New
MC
973
Mathes Company
New York
$411K – – –
LDB
974
Lee, Danner & Bass
Tennessee
$407K -$38.5K -155 -9%
AAC
975
Asset Advisors Corp
Georgia
$406K – – –
37 38
39
40 41