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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
LC
976
Lourd Capital
California
$787K +$161K +613 +26%
CNBT
977
Canandaigua National Bank & Trust
New York
$784K -$3.14K -12 -0.4%
CA
978
Corrado Advisors
New Jersey
$776K +$7.07K +27 +0.9%
NHC
979
Nicholas Hoffman & Company
Georgia
$775K -$28.3K -108 -4%
QPWM
980
Quadrant Private Wealth Management
Pennsylvania
$774K +$754K +2,879 New
SWM
981
Segment Wealth Management
Texas
$771K -$16.8K -64 -2%
AT
982
Arden Trust
Delaware
$758K – – –
CCM
983
Covington Capital Management
California
$754K -$602K -2,300 -45%
CFA
984
Cahill Financial Advisors
Minnesota
$754K +$20.2K +77 +3%
PWP
985
Private Wealth Partners
California
$753K +$733K +2,800 New
CDH
986
Charles D. Hyman
$751K +$731K +2,792 New
LC
987
LCNB Corp
Ohio
$750K +$13.1K +50 +2%
AUB
988
Atlantic Union Bankshares
Virginia
$748K -$55K -210 -7%
IWA
989
Intercontinental Wealth Advisors
Texas
$746K – – –
CIM
990
Confluence Investment Management
Missouri
$745K +$39.3K +150 +6%
HCM
991
Harvey Capital Management
Florida
$745K +$98.7K +377 +16%
SFM
992
Signature Financial Management
Virginia
$739K +$40.6K +155 +6%
WF
993
Welch & Forbes
Massachusetts
$738K -$171K -652 -19%
SWPG
994
Strategic Wealth Partners Group
Illinois
$735K -$265K -1,013 -27%
BTNA
995
Bremer Trust National Association
Minnesota
$734K -$2.62K -10 -0.4%
CASB
996
Cape Ann Savings Bank
Massachusetts
$734K +$715K +2,730 New
MOS
997
MGO One Seven
Ohio
$732K +$713K +2,723 New
RMDI
998
R.M. Davis Inc
Maine
$729K – – –
ZCA
999
Zeke Capital Advisors
Pennsylvania
$728K – – –
NB
1000
Nicolet Bankshares
Wisconsin
$727K +$198K +755 +39%
38 39
40
41 42