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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
BBA
1126
BLB&B Advisors
Pennsylvania
$424K +$139K +530 +51%
AMCA
1127
Arthur M. Cohen & Associates
Illinois
$423K +$440K +1,679 New
LRPA
1128
L. Roy Papp & Associates
Arizona
$421K +$410K +1,565 New
LIA
1129
LS Investment Advisors
Michigan
$419K – – –
RFA
1130
Reilly Financial Advisors
California
$419K +$262 +1 +0.1%
IC
1131
InterOcean Capital
Illinois
$418K +$41.1K +157 +11%
CCT
1132
Capital City Trust
Florida
$413K – – –
AC
1133
Alexandria Capital
Virginia
$413K +$174K +665 +76%
LNWWM
1134
Laird Norton Wetherby Wealth Management
California
$410K -$2.88K -11 -0.7%
VWM
1135
Valley Wealth Managers
New Jersey
$410K -$2.62K -10 -0.7%
HCM
1136
HM Capital Management
Missouri
$404K – – –
CA
1137
Cumberland Advisors
Florida
$402K -$22.3K -85 -5%
BRC
1138
Bell Rock Capital
Delaware
$400K +$17K +65 +5%
LRIA
1139
Leonard Rickey Investment Advisors
Washington
$400K +$389K +1,486 New
LRIC
1140
Long Road Investment Counsel
Michigan
$399K -$58.1K -222 -13%
TTWM
1141
TCV Trust & Wealth Management
Virginia
$396K -$149K -569 -28%
LS
1142
Lattice Strategies
Pennsylvania
$396K – – –
UFF
1143
USA Financial Formulas
Michigan
$393K +$383K +1,463 New
CCG
1144
Chatham Capital Group
Georgia
$390K -$26.2K -100 -6%
MMG
1145
Monetary Management Group
Missouri
$390K – – –
MWM
1146
Meridian Wealth Management
Kentucky
$389K +$1.05K +4 +0.3%
BFO
1147
Boston Family Office
Massachusetts
$386K +$140K +533 +59%
PI
1148
PHH Investments
Texas
$385K +$16.2K +62 +5%
NEGWA
1149
New England Guild Wealth Advisors
Connecticut
$385K +$375K +1,433 New
TCOO
1150
Trust Company of Oklahoma
Oklahoma
$383K – – –
44 45
46
47 48