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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
IP
1001
Intellectus Partners
California
$715K -$67.1K -244 -8%
LC
1002
LCNB Corp
Ohio
$714K -$27.5K -100 -4%
HCM
1003
Harvest Capital Management
New Hampshire
$711K +$1.38K +5 +0.2%
CCA
1004
Clearwater Capital Advisors
Illinois
$705K – – –
TCM
1005
Traynor Capital Management
Pennsylvania
$702K +$122K +442 +20%
DWM
1006
Doyle Wealth Management
Florida
$699K +$3.02K +11 +0.4%
AUB
1007
Atlantic Union Bankshares
Virginia
$698K -$41.3K -150 -5%
SIA
1008
Starfire Investment Advisers
Michigan
$692K +$718K +2,610 New
SCM
1009
Sterling Capital Management
North Carolina
$688K +$5.5K +20 +0.8%
PHS
1010
Pekin Hardy Strauss
Illinois
$685K -$105K -380 -13%
NHC
1011
Nicholas Hoffman & Company
Georgia
$679K -$88.6K -322 -11%
BTW
1012
Boston Trust Walden
Massachusetts
$666K -$51.7K -188 -7%
EB
1013
Eastern Bank
Massachusetts
$661K -$13.8K -50 -2%
BFO
1014
Boston Family Office
Massachusetts
$654K +$283K +1,029 +72%
HFA
1015
High Falls Advisors
New York
$652K +$88K +320 +15%
ECM
1016
Evergreen Capital Management
Washington
$649K +$275 +1 +0%
MCM
1017
Mengis Capital Management
Oregon
$648K +$196K +713 +41%
CCM
1018
Carlson Capital Management
Minnesota
$647K – – –
CIM
1019
Confluence Investment Management
Missouri
$645K -$93.2K -339 -12%
GHA
1020
GW Henssler & Associates
Georgia
$645K – – –
PFBT
1021
Parkside Financial Bank & Trust
Missouri
$645K +$275 +1 +0%
TCM
1022
Tufton Capital Management
Maryland
$644K +$1.38K +5 +0.2%
MOS
1023
MGO One Seven
Ohio
$640K -$85.8K -312 -11%
CAM
1024
Carret Asset Management
New York
$638K +$105K +380 +19%
KFS
1025
Kurt F. Somerville
$636K – – –
39 40
41
42 43