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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
BIAS
976
Beacon Investment Advisory Services
New Jersey
$257K +$253K +1,083 New
SIM
977
Sigma Investment Management
Oregon
$256K – – –
ST
978
Spinnaker Trust
Maine
$254K +$251K +1,071 New
AB
979
Atlas Brown
Kentucky
$253K +$13.3K +57 +6%
VCM
980
Vigilant Capital Management
Maine
$249K – – –
WA
981
Winfield Associates
Ohio
$248K -$2.34K -10 -0.9%
MWM
982
Meridian Wealth Management
Kentucky
$248K +$244K +1,045 New
ERIM
983
Eagle Ridge Investment Management
Connecticut
$244K – – –
GD
984
Grandfield & Dodd
New York
$243K -$23.4K -100 -9%
HS
985
Huntington Steele
Pennsylvania
$243K +$4.21K +18 +2%
CC
986
Callan Capital
California
$242K – – –
RFS
987
Rockefeller Financial Services
New York
$242K – – –
FC
988
Forte Capital
New York
$241K +$18.7K +80 +9%
AHC
989
Adell Harriman & Carpenter
Texas
$241K +$237K +1,015 New
SWM
990
Segment Wealth Management
Texas
$237K – – –
WSCM
991
Wellington Shields Capital Management
New York
$237K +$234K +1,000 New
CW
992
Cabot-Wellington
Massachusetts
$235K – – –
VAM
993
Verity Asset Management
North Carolina
$235K +$232K +991 New
BRC
994
Bell Rock Capital
Delaware
$234K -$58.2K -249 -20%
DAS
995
Dynamic Advisor Solutions
Arizona
$234K +$231K +987 New
LCM
996
Lucas Capital Management
New Jersey
$233K +$468 +2 +0.2%
FANJ
997
Financial Architects (New Jersey)
New Jersey
$233K +$12.4K +53 +6%
M
998
MOTCO
Texas
$233K +$206K +881 +872%
JSA
999
Jacobson & Schmitt Advisors
Wisconsin
$231K +$228K +975 New
BMM
1000
Berkshire Money Management
Massachusetts
$230K -$19.6K -84 -8%
38 39
40
41 42