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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
GJIC
1151
Gamble Jones Investment Counsel
California
$520K +$510K +1,778 New
ATFA
1152
All Terrain Financial Advisors
Minnesota
$519K -$59.9K -209 -11%
NI
1153
NFC Investments
Tennessee
$512K -$50.2K -175 -9%
GGI
1154
Godsey & Gibb Inc
Virginia
$510K +$45.3K +158 +10%
SAM
1155
Seelaus Asset Management
New Jersey
$507K -$860 -3 -0.2%
PWM
1156
Patriot Wealth Management
Texas
$507K +$497K +1,733 New
CIM
1157
Confluence Investment Management
Missouri
$505K +$52.5K +183 +12%
RE
1158
RBC Europe
United Kingdom
$505K -$39.6K -138 -7%
BAM
1159
Barrett Asset Management
New York
$501K +$12.9K +45 +3%
RC
1160
Roundview Capital
New Jersey
$500K – – –
FMI
1161
Fiduciary Management Inc
Wisconsin
$499K +$489K +1,705 New
PC
1162
Peavine Capital
Nevada
$496K -$21.5K -75 -4%
HCM
1163
Horan Capital Management
Maryland
$495K -$2.58K -9 -0.5%
CANC
1164
Culbertson A N & Co
Virginia
$493K +$14.6K +51 +3%
AMCA
1165
Arthur M. Cohen & Associates
Illinois
$486K +$2.29K +8 +0.5%
ODCM
1166
Old Dominion Capital Management
Virginia
$477K +$468K +1,630 New
FC
1167
Ferris Capital
Massachusetts
$471K +$235K +818 +104%
DWM
1168
Darwin Wealth Management
Florida
$470K -$25.5K -89 -5%
MWM
1169
Marietta Wealth Management
Georgia
$470K +$43.3K +151 +10%
AAIM
1170
Asset Advisors Investment Management
Georgia
$470K +$461K +1,606 New
PGWM
1171
Parisi Gray Wealth Management
New Jersey
$469K – – –
CA
1172
Cortland Associates
Missouri
$468K – – –
CPA
1173
Capital Planning Advisors
California
$467K -$1.11M -3,877 -71%
TIA
1174
Tiemann Investment Advisors
California
$464K -$16.9K -59 -4%
FTI
1175
Fiduciary Trust International
Massachusetts
$462K +$453K +1,578 New
45 46
47
48 49