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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
SFWA
976
Summit Financial Wealth Advisors
Louisiana
$405K +$38K +153 +11%
CCG
977
Cypress Capital Group
Florida
$402K – – –
CAM
978
Carret Asset Management
New York
$402K +$12.4K +50 +3%
CA
979
Cumberland Advisors
Florida
$400K – – –
RT
980
Rockland Trust
Massachusetts
$396K -$2.48K -10 -0.6%
LIA
981
LS Investment Advisors
Michigan
$394K – – –
RFA
982
Reilly Financial Advisors
California
$394K – – –
CCG
983
Chatham Capital Group
Georgia
$392K – – –
EIA
984
Edgemoor Investment Advisors
Maryland
$392K +$12.7K +51 +3%
LNWWM
985
Laird Norton Wetherby Wealth Management
California
$388K – – –
JSA
986
Jacobson & Schmitt Advisors
Wisconsin
$388K +$47.2K +190 +14%
VWM
987
Valley Wealth Managers
New Jersey
$388K +$381K +1,535 New
TIA
988
Tiemann Investment Advisors
California
$385K -$18.6K -75 -5%
AIM
989
Avity Investment Management
Connecticut
$384K – – –
HCM
990
HM Capital Management
Missouri
$380K -$76.7K -309 -17%
EDRH
991
Edmond de Rothschild Holding
Switzerland
$378K -$36K -145 -9%
HFA
992
High Falls Advisors
New York
$376K +$49.2K +198 +15%
CCT
993
Capital City Trust
Florida
$374K – – –
LS
994
Lattice Strategies
Pennsylvania
$373K -$200K -805 -35%
MWM
995
Meridian Wealth Management
Kentucky
$373K +$1.24K +5 +0.3%
MMG
996
Monetary Management Group
Missouri
$367K – – –
IA
997
Independence Advisors
Pennsylvania
$365K +$10.4K +42 +3%
TCOO
998
Trust Company of Oklahoma
Oklahoma
$360K – – –
AF
999
Arrow Financial
New York
$360K -$9.69K -39 -3%
PA
1000
Paracle Advisors
Washington
$360K – – –
38 39
40
41 42