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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CASB
976
Cape Ann Savings Bank
Massachusetts
$824K +$795K +2,921 New
RC
977
Rinet Company
Massachusetts
$821K – – –
APP
978
Avantax Planning Partners
Iowa
$815K -$83K -305 -9%
HHGA
979
Halbert Hargrove Global Advisors
California
$806K -$42.4K -156 -5%
UFF
980
USA Financial Formulas
Michigan
$806K -$9.79K -36 -1%
WBC
981
West Branch Capital
Massachusetts
$803K -$21.2K -78 -3%
CFB
982
Cullen/Frost Bankers
Texas
$798K -$32.9K -121 -4%
PCM
983
Poehling Capital Management
Wisconsin
$792K +$789K +2,900 New
CA
984
Corrado Advisors
New Jersey
$791K – – –
ZF
985
Zhang Financial
Michigan
$791K – – –
WF
986
Welch & Forbes
Massachusetts
$790K +$40.8K +150 +5%
IP
987
Intellectus Partners
California
$790K +$49.5K +182 +7%
SWM
988
Segment Wealth Management
Texas
$781K -$2.45K -9 -0.3%
BA
989
BKS Advisors
Michigan
$781K +$18.8K +69 +2%
IB
990
Intrust Bank
Kansas
$775K – – –
MIFH
991
Migdal Insurance & Financial Holdings
Israel
$774K -$38.1K -140 -5%
KM
992
Kalos Management
Georgia
$774K +$770K +2,829 New
SWP
993
Strategic Wealth Partners
Ohio
$771K -$266K -978 -26%
HCM
994
Harvey Capital Management
Florida
$770K – – –
BAM
995
Belpointe Asset Management
Nevada
$769K -$24.5K -90 -3%
BO
996
Bank OZK
Arkansas
$768K -$34.5K -127 -4%
BWAM
997
Boyd Watterson Asset Management
Ohio
$768K +$3.26K +12 +0.4%
CCM
998
Covington Capital Management
California
$766K – – –
CDH
999
Charles D. Hyman
$762K – – –
NB
1000
Nicolet Bankshares
Wisconsin
$762K – – –
38 39
40
41 42