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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
PGWM
1126
Parisi Gray Wealth Management
New Jersey
$444K – – –
VCM
1127
Vigilant Capital Management
Maine
$440K – – –
UWPG
1128
Ullmann Wealth Partners Group
Florida
$440K +$439K +1,615 New
AAC
1129
Asset Advisors Corp
Georgia
$439K – – –
CA
1130
Cortland Associates
Missouri
$437K -$5.44K -20 -1%
GGI
1131
Godsey & Gibb Inc
Virginia
$432K +$431K +1,584 New
HCM
1132
Hengehold Capital Management
Ohio
$422K -$130K -478 -24%
OCM
1133
Orser Capital Management
Texas
$422K – – –
BRC
1134
Bell Rock Capital
Delaware
$422K +$5.99K +22 +1%
CIM
1135
Confluence Investment Management
Missouri
$421K -$242K -889 -37%
FIA
1136
Foundations Investment Advisors
Arizona
$420K +$418K +1,538 New
CCT
1137
Capital City Trust
Florida
$419K – – –
AP
1138
Advisor Partners
California
$419K +$196K +720 +89%
ACM
1139
Alpha Capital Management
Texas
$418K -$38.4K -141 -8%
VCM
1140
Versant Capital Management
Arizona
$417K -$21.5K -79 -5%
CB
1141
CNB Bank
Pennsylvania
$414K +$109K +402 +36%
CCM
1142
Cribstone Capital Management
Maine
$410K -$35.1K -129 -8%
PAMU
1143
Pictet Asset Management (UK)
United Kingdom
$410K +$408K +1,500 New
HCM
1144
HM Capital Management
Missouri
$405K – – –
LRIC
1145
Long Road Investment Counsel
Michigan
$405K – – –
AWA
1146
AmeriServ Wealth Advisors
Pennsylvania
$404K – – –
FAM
1147
Flaharty Asset Management
Florida
$401K -$196K -722 -33%
CNC
1148
Citizens & Northern Corp
Pennsylvania
$400K -$81.6K -300 -17%
CA
1149
Cumberland Advisors
Florida
$400K – – –
MWM
1150
Marietta Wealth Management
Georgia
$397K +$52.5K +193 +15%
44 45
46
47 48