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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
1201
Violich Capital Management
California
$1.55M +$55.7K +180 +4%
BDF
1202
Black Diamond Financial
Maryland
$1.55M – – –
CAM
1203
Carret Asset Management
New York
$1.54M +$27.9K +90 +2%
SWM
1204
Segment Wealth Management
Texas
$1.54M +$316K +1,022 +27%
GC
1205
Grace Capital
Massachusetts
$1.53M -$2.02M -6,530 -58%
AC
1206
Alexandria Capital
Virginia
$1.53M +$13.3K +43 +0.9%
MMHP
1207
Murphy Middleton Hinkle & Parker
Georgia
$1.53M -$9.29K -30 -0.6%
BI
1208
Bredin Investment
Delaware
$1.53M +$1.22M +3,956 +517%
BOPW
1209
Brandywine Oak Private Wealth
Pennsylvania
$1.52M +$86.7K +280 +6%
RC
1210
Rinet Company
Massachusetts
$1.51M -$4.02K -13 -0.3%
SNT
1211
Security National Trust
West Virginia
$1.51M +$111K +359 +8%
VR
1212
Viridian RIA
Washington
$1.51M -$104K -337 -7%
AIM
1213
Alhambra Investment Management
Florida
$1.51M +$1.44M +4,660 New
TWM
1214
Tolleson Wealth Management
Texas
$1.5M – – –
CT
1215
Clearstead Trust
Maine
$1.5M +$297K +960 +26%
MPCG
1216
Matrix Private Capital Group
New York
$1.5M +$1.44M +4,647 New
PP
1217
Pacifica Partners
Canada
$1.5M +$1.43M +4,629 New
KWA
1218
KCS Wealth Advisory
California
$1.49M +$121K +390 +9%
FTC
1219
Farmers Trust Company
Ohio
$1.49M -$139K -450 -9%
EIP
1220
Ellis Investment Partners
Pennsylvania
$1.48M -$67.5K -218 -5%
MOS
1221
MGO One Seven
Ohio
$1.47M -$59.4K -192 -4%
TC
1222
Telemus Capital
Michigan
$1.47M -$8.36K -27 -0.6%
PB
1223
Pinnacle Bancorp
Nebraska
$1.46M +$210K +679 +18%
M
1224
MOTCO
Texas
$1.46M +$44.3K +143 +3%
CT
1225
Cambridge Trust
Massachusetts
$1.45M -$85.1K -275 -6%
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