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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
1276
Gemmer Asset Management
California
$967K +$210K +684 +22%
ACP
1277
Arcus Capital Partners
Georgia
$962K +$36.8K +120 +3%
LPIC
1278
LeJeune Puetz Investment Counsel
Michigan
$955K +$273K +890 +32%
PAS
1279
Partnervest Advisory Services
California
$951K +$15.3K +50 +1%
SAM
1280
Summit Asset Management
Tennessee
$945K -$21.4K -70 -2%
EM
1281
Excalibur Management
Massachusetts
$934K – – –
CCA
1282
Column Capital Advisors
Indiana
$927K -$92.2K -301 -8%
MG
1283
McCutchen Group
Washington
$927K – – –
KLCM
1284
KG&L Capital Management
Louisiana
$926K +$17.2K +56 +2%
SIS
1285
SVB Investment Services
Utah
$924K -$572K -1,866 -34%
DLCIG
1286
D.L. Carlson Investment Group
New Hampshire
$920K -$138K -451 -11%
HC
1287
Hamilton Capital
Ohio
$919K – – –
APWM
1288
Atlas Private Wealth Management
New York
$915K -$57.3K -187 -5%
BOPW
1289
Brandywine Oak Private Wealth
Pennsylvania
$911K -$363K -1,185 -25%
PCMC
1290
Private Capital Management (Colorado)
Colorado
$909K -$187K -610 -15%
TH
1291
TCTC Holdings
Texas
$905K -$30.6K -100 -3%
SWK
1292
Stephen W. Kidder
$904K – – –
IIM
1293
Ipswich Investment Management
Massachusetts
$903K -$6.13K -20 -0.6%
EGA
1294
E&G Advisors
Texas
$902K -$24.2K -79 -2%
CIA
1295
Compass Ion Advisors
Pennsylvania
$901K +$1.07M +3,486 New
CIAS
1296
Capital Investment Advisory Services
North Carolina
$899K +$130K +424 +14%
AM
1297
Atwater Malick
Pennsylvania
$898K +$125K +409 +13%
ECM
1298
Evergreen Capital Management
Washington
$896K -$102K -332 -9%
APC
1299
Aspire Private Capital
North Carolina
$894K -$50.6K -165 -5%
SQA
1300
Simon Quick Advisors
New Jersey
$892K -$139K -454 -12%
50 51
52
53 54