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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
M
1001
MOTCO
Texas
$726K +$207K +789 +41%
BTW
1002
Boston Trust Walden
Massachusetts
$725K -$2.1K -8 -0.3%
SFWA
1003
Summit Financial Wealth Advisors
Louisiana
$723K +$285K +1,088 +68%
PWM
1004
Perigon Wealth Management
California
$722K -$643K -2,455 -48%
HCM
1005
Harvest Capital Management
New Hampshire
$719K – – –
LJHT
1006
Laurie J. Hall Trustee
$716K +$697K +2,663 New
BA
1007
BKS Advisors
Michigan
$715K +$22K +84 +3%
KWM
1008
Kingsview Wealth Management
Oregon
$715K +$149K +568 +27%
CCA
1009
Clearwater Capital Advisors
Illinois
$714K – – –
TW
1010
Transform Wealth
Colorado
$707K +$19.4K +74 +3%
PWAP
1011
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$707K +$161K +615 +31%
BFG
1012
Beacon Financial Group
Texas
$705K -$74.1K -283 -10%
DWM
1013
Doyle Wealth Management
Florida
$705K -$21.7K -83 -3%
OCM
1014
Orser Capital Management
Texas
$702K +$655K +2,500 New
ZF
1015
Zhang Financial
Michigan
$700K – – –
SLT
1016
St Louis Trust
Missouri
$695K – – –
CIAS
1017
Capital Investment Advisory Services
North Carolina
$693K -$611K -2,332 -47%
SCM
1018
Sterling Capital Management
North Carolina
$691K – – –
AFA
1019
Arlington Financial Advisors
California
$686K +$628K +2,399 New
SP
1020
SWS Partners
Ohio
$685K +$667K +2,547 New
EB
1021
Eastern Bank
Massachusetts
$683K -$3.93K -15 -0.6%
PA
1022
Prism Advisors
California
$678K +$661K +2,523 New
RI
1023
RWWM Inc
California
$676K +$658K +2,514 New
QFA
1024
Quattro Financial Advisors
Texas
$665K -$588K -2,245 -48%
ECM
1025
Evergreen Capital Management
Washington
$657K +$640K +2,444 New
39 40
41
42 43