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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
BBNA
1301
Bremer Bank National Association
Minnesota
$2.12M -$74.3K -192 -3%
CIA
1302
Compass Ion Advisors
Pennsylvania
$2.11M -$276K -714 -12%
RCM
1303
Regency Capital Management
Hawaii
$2.11M +$2.05M +5,294 New
CT
1304
Caldwell Trust
Florida
$2.09M – – –
TIM
1305
Total Investment Management
Arizona
$2.09M +$358K +925 +13%
TCM
1306
Traynor Capital Management
Pennsylvania
$2.08M -$224K -578 -10%
DJSG
1307
D.J. St. Germain
Massachusetts
$2.08M -$162K -418 -7%
TC
1308
Truvestments Capital
Florida
$2.08M +$152K +392 +8%
PIA
1309
Perennial Investment Advisors
California
$2.08M +$57.7K +149 +3%
TH
1310
TCTC Holdings
Texas
$2.07M -$594K -1,535 -23%
ACI
1311
Alpha Cubed Investments
California
$2.06M -$398K -1,028 -17%
VWM
1312
Valley Wealth Managers
New Jersey
$2.05M +$68.1K +176 +4%
FAM
1313
Formidable Asset Management
Ohio
$2.05M +$316K +815 +19%
CBT
1314
Central Bank & Trust
Kentucky
$2.03M -$177K -458 -8%
BJ
1315
Brouwer & Janachowski
California
$2.03M -$24.4K -63 -1%
CIM
1316
Corda Investment Management
Texas
$2.03M -$558K -1,440 -22%
BOM
1317
Bank of Marin
California
$2.02M – – –
ESB
1318
Essex Savings Bank
Connecticut
$2.02M -$42.2K -109 -2%
SWM
1319
Segment Wealth Management
Texas
$2.02M – – –
MWM
1320
Moulton Wealth Management
Washington
$2.02M -$3.9M -10,084 -67%
GWS
1321
Glassman Wealth Services
Virginia
$2.01M +$548K +1,416 +39%
NEPWA
1322
New England Private Wealth Advisors
Massachusetts
$2.01M +$3.87K +10 +0.2%
APWM
1323
Atlas Private Wealth Management
New York
$2M +$279K +720 +17%
CCM
1324
Chilton Capital Management
Texas
$2M -$85.2K -220 -4%
LC
1325
Lavaca Capital
Texas
$1.99M +$260K +671 +15%
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