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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
SBH
1251
Segall Bryant & Hamill
Illinois
$3.96M +$3.91M +8,733 New
MWP
1252
Meridian Wealth Partners
Pennsylvania
$3.96M +$58.6K +131 +2%
BHIC
1253
Bassett Hargrove Investment Counsel
Delaware
$3.95M – – –
OPWM
1254
Oakwell Private Wealth Management
Texas
$3.95M – – –
JGIA
1255
Jackson Grant Investment Advisers
Connecticut
$3.95M -$47.4K -106 -1%
CASB
1256
Cape Ann Savings Bank
Massachusetts
$3.95M -$239K -535 -6%
PJSIMP
1257
P.J. Schmidt Investment Management (PJS)
Wisconsin
$3.95M -$265K -592 -6%
FB
1258
First Bancorp
Maine
$3.94M -$16.1K -36 -0.4%
MCM
1259
Maple Capital Management
Vermont
$3.93M -$98.4K -220 -2%
HT
1260
HighTower Trust
Texas
$3.92M +$42.5K +95 +1%
AI
1261
Axiom Investors
Connecticut
$3.89M +$572K +1,280 +18%
EA
1262
Emerald Advisors
Washington
$3.88M +$113K +252 +3%
BFC
1263
Bedel Financial Consulting
Indiana
$3.88M -$21K -47 -0.5%
MCM
1264
Mitchell Capital Management
Kansas
$3.88M -$3.13K -7 -0.1%
FNBOO
1265
First National Bank of Omaha
Nebraska
$3.86M – – –
BP
1266
BBR Partners
New York
$3.85M +$1.42M +3,168 +60%
NP
1267
NorthRock Partners
Minnesota
$3.83M +$2.65M +5,932 +236%
LWP
1268
Laurel Wealth Planning
Minnesota
$3.82M -$273K -610 -7%
AG
1269
Ascent Group
Virginia
$3.82M -$767K -1,716 -17%
AFS
1270
Access Financial Services
Minnesota
$3.82M +$33.1K +74 +0.9%
AWA
1271
Alta Wealth Advisors
Massachusetts
$3.81M +$51.9K +116 +1%
BWA
1272
Beam Wealth Advisors
Louisiana
$3.81M +$110K +247 +3%
FG
1273
Fiduciary Group
Georgia
$3.8M +$186K +415 +4%
BAS
1274
Brown Advisory Securities
Maryland
$3.8M -$347K -776 -8%
FFG
1275
Ford Financial Group
California
$3.79M -$3.42M -7,639 -48%
49 50
51
52 53