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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
I2I
1151
Insight 2811 Inc
Illinois
$396K -$1.63K -6 -0.4%
CCG
1152
Chatham Capital Group
Georgia
$396K – – –
MMG
1153
Monetary Management Group
Missouri
$396K – – –
WIA
1154
Westbourne Investment Advisors
Maryland
$396K – – –
H
1155
HoyleCohen
California
$389K – – –
FFW
1156
Fusion Family Wealth
New York
$389K +$78.9K +290 +26%
PI
1157
PHH Investments
Texas
$387K – – –
LRIA
1158
Leonard Rickey Investment Advisors
Washington
$386K -$29.7K -109 -7%
LDB
1159
Lee, Danner & Bass
Tennessee
$384K – – –
LS
1160
Lattice Strategies
Pennsylvania
$381K – – –
TTWM
1161
TCV Trust & Wealth Management
Virginia
$380K +$4.08K +15 +1%
WCM
1162
Weatherstone Capital Management
Colorado
$377K -$11.1M -40,719 -97%
KFGK
1163
Keystone Financial Group (Kentucky)
Kentucky
$377K +$21.5K +79 +6%
DFIG
1164
Dragon Financial & Investment Group
California
$377K +$376K +1,381 New
ANTB
1165
AMG National Trust Bank
Colorado
$375K +$46.8K +172 +14%
IA
1166
Independence Advisors
Pennsylvania
$373K -$2.72K -10 -0.7%
MWM
1167
Meridian Wealth Management
Kentucky
$372K +$21.2K +78 +6%
AIS
1168
American Investment Services
Massachusetts
$371K -$77.8K -286 -17%
MBTD
1169
Mechanics Bank - Trust Department
California
$369K – – –
RAM
1170
Redmond Asset Management
Virginia
$369K – – –
VBFG
1171
Vishria Bird Financial Group
Tennessee
$363K +$362K +1,330 New
GC
1172
Gibson Capital
Pennsylvania
$362K – – –
SCM
1173
SOL Capital Management
Maryland
$362K +$9.52K +35 +3%
MFG
1174
Merit Financial Group
Georgia
$361K +$360K +1,324 New
FMW
1175
Farr Miller & Washington
District of Columbia
$360K +$17.4K +64 +5%
45 46
47
48 49