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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
BFO
1151
Boston Family Office
Massachusetts
$917K +$206K +753 +30%
LNWWM
1152
Laird Norton Wetherby Wealth Management
California
$916K +$273 +1 +0%
IWA
1153
Inspirion Wealth Advisors
Illinois
$915K -$186K -680 -17%
VCP
1154
Vista Capital Partners
Oregon
$913K – – –
PA
1155
Parkside Advisors
California
$911K -$168K -613 -16%
CA
1156
Cortland Associates
Missouri
$911K +$316K +1,157 +57%
RMDI
1157
R.M. Davis Inc
Maine
$910K -$187K -685 -18%
SCM
1158
Stellar Capital Management
Arizona
$907K – – –
HCM
1159
Hengehold Capital Management
Ohio
$904K +$37.5K +137 +5%
CGH
1160
Crossmark Global Holdings
Texas
$903K -$7.83M -28,640 -90%
IP
1161
Intellectus Partners
California
$901K +$866K +3,168 New
CCM
1162
Colorado Capital Management
Colorado
$899K -$7.66K -28 -0.9%
SQA
1163
Simon Quick Advisors
New Jersey
$897K -$5.63M -20,607 -87%
SSWM
1164
Smith Salley Wealth Management
North Carolina
$892K -$24.1K -88 -3%
PCIA
1165
Prime Capital Investment Advisors
Kansas
$889K +$6.84K +25 +0.8%
SWM
1166
Segment Wealth Management
Texas
$883K +$4.38K +16 +0.5%
AWMG
1167
Alliance Wealth Management Group
New Jersey
$870K +$264K +966 +46%
SCM
1168
Southport Capital Management
Tennessee
$867K -$476K -1,739 -36%
AIA
1169
Armor Investment Advisors
North Carolina
$866K +$433K +1,585 +109%
OBGC
1170
O'Brien Greene & Co
Pennsylvania
$855K -$43.5K -159 -5%
SIA
1171
Starfire Investment Advisers
Michigan
$851K -$57.1K -209 -7%
SP
1172
Successful Portfolios
Florida
$850K +$7.66K +28 +0.9%
CA
1173
Corrado Advisors
New Jersey
$842K +$4.1K +15 +0.5%
RFWA
1174
RPg Family Wealth Advisory
Massachusetts
$840K +$63.2K +231 +8%
AUB
1175
Atlantic Union Bankshares
Virginia
$839K +$116K +425 +17%
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48 49