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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
PO
1026
Private Ocean
California
$177K -$7.02K -30 -4%
KTC
1027
Kistler-Tiffany Companies
Pennsylvania
$175K – – –
ANBT
1028
American National Bank & Trust
Texas
$172K – – –
ACS
1029
Archford Capital Strategies
Illinois
$172K – – –
SFFS
1030
Stonehage Fleming Financial Services
Jersey
$172K – – –
JWA
1031
JFS Wealth Advisors
Pennsylvania
$171K – – –
IWM
1032
IHT Wealth Management
Illinois
$168K -$1.03M -4,403 -82%
WEC
1033
Winslow Evans & Crocker
Massachusetts
$166K -$196K -840 -55%
FCMT
1034
Founders Capital Management (Texas)
Texas
$161K +$159K +680 New
AIM
1035
Advantage Investment Management
Iowa
$160K -$903K -3,861 -85%
HT
1036
Heritage Trust
Oklahoma
$159K +$156K +669 New
RCA
1037
Rowland Carmichael Advisors
Arizona
$156K +$41.4K +177 +37%
AP
1038
Atwood & Palmer
Missouri
$154K +$132K +566 +666%
FPB
1039
First PREMIER Bank
South Dakota
$154K +$151K +647 New
CHP
1040
Cable Hill Partners
Oregon
$147K -$10.5K -45 -7%
SWA
1041
Sutton Wealth Advisors
Florida
$143K – – –
NSB
1042
Norway Savings Bank
Maine
$142K -$25.7K -110 -15%
CHC
1043
City Holding Co
West Virginia
$137K – – –
AWM
1044
AllSquare Wealth Management
New York
$136K – – –
FCT
1045
Family Capital Trust
Massachusetts
$134K +$16.4K +70 +14%
CJA
1046
C-J Advisory
California
$126K +$468 +2 +0.4%
EWM
1047
Edge Wealth Management
New York
$124K – – –
CFA
1048
CT Financial Advisors
Pennsylvania
$124K -$2.57K -11 -2%
KPCM
1049
Kings Point Capital Management
New York
$122K – – –
VCM
1050
Versant Capital Management
Arizona
$119K +$702 +3 +0.6%
40 41
42
43 44