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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
HH
1026
Hilltop Holdings
Texas
$1.37M +$485K +1,775 +58%
BDF
1027
Black Diamond Financial
Maryland
$1.36M – – –
SWP
1028
Strategic Wealth Partners
Ohio
$1.36M +$819K +2,996 +171%
EIP
1029
Ellis Investment Partners
Pennsylvania
$1.35M -$26.3K -96 -2%
LCM
1030
Liberty Capital Management
Michigan
$1.34M – – –
AFA
1031
American Financial Advisors
Georgia
$1.33M -$68.1K -249 -5%
VCM
1032
Violich Capital Management
California
$1.32M – – –
PWPS
1033
Pinnacle Wealth Planning Services
Ohio
$1.31M -$194K -708 -13%
EWA
1034
Exencial Wealth Advisors
Oklahoma
$1.3M -$54.7K -200 -4%
SNT
1035
Security National Trust
West Virginia
$1.3M +$50.9K +186 +4%
DBT
1036
Dubuque Bank & Trust
Iowa
$1.3M -$101K -370 -8%
MHS
1037
M Holdings Securities
Oregon
$1.29M -$2.01M -7,333 -62%
PWW
1038
Pettyjohn Wood & White
Virginia
$1.29M – – –
KFGK
1039
Keystone Financial Group (Kentucky)
Kentucky
$1.29M +$47.6K +174 +4%
BCM
1040
Brookmont Capital Management
Texas
$1.29M -$21.9K -80 -2%
LSAG
1041
Lake Street Advisors Group
New Hampshire
$1.28M +$94.1K +344 +8%
LFG
1042
Larson Financial Group
Missouri
$1.28M -$60.7K -222 -5%
VA
1043
Valmark Advisers
Ohio
$1.28M +$81.2K +297 +7%
PCMC
1044
Private Capital Management (Colorado)
Colorado
$1.27M +$40.5K +148 +3%
MPI
1045
Mairs & Power Inc
Minnesota
$1.27M – – –
LC
1046
Lourd Capital
California
$1.27M -$82K -300 -6%
GJIC
1047
Gamble Jones Investment Counsel
California
$1.27M +$224K +819 +23%
CFA
1048
Cahill Financial Advisors
Minnesota
$1.26M +$114K +416 +10%
JWA
1049
JFS Wealth Advisors
Pennsylvania
$1.26M +$343K +1,256 +40%
PWG
1050
Private Wealth Group
Florida
$1.24M – – –
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