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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
ESB
1326
Essex Savings Bank
Connecticut
$2.19M -$42.3K -101 -2%
SWM
1327
Segment Wealth Management
Texas
$2.19M +$2.93K +7 +0.1%
BOM
1328
Bank of Marin
California
$2.19M – – –
CPSC
1329
Carl P. Sherr & Co
Massachusetts
$2.18M -$134K -321 -6%
CBT
1330
Central Bank & Trust
Kentucky
$2.18M -$17.2K -41 -0.8%
PCIA
1331
Prime Capital Investment Advisors
Kansas
$2.18M +$148K +354 +8%
CIM
1332
Corda Investment Management
Texas
$2.17M -$25.1K -60 -1%
CRCM
1333
Corbett Road Capital Management
Virginia
$2.17M -$936K -2,235 -31%
LCOV
1334
London Company of Virginia
Virginia
$2.16M -$1.74M -4,163 -45%
LC
1335
Lavaca Capital
Texas
$2.16M +$12.1K +29 +0.6%
SMH
1336
Sanders Morris Harris
Texas
$2.16M -$17M -40,677 -89%
HH
1337
HWG Holdings
Texas
$2.16M +$1.33M +3,174 +172%
WFA
1338
Wells Financial Advisors
Massachusetts
$2.16M +$495K +1,182 +31%
CFB
1339
Cullen/Frost Bankers
Texas
$2.16M -$328K -783 -14%
TCWA
1340
Ten Capital Wealth Advisors
Washington
$2.15M +$1.37M +3,259 +186%
GB
1341
Gunma Bank
Japan
$2.15M -$1.34M -3,200 -39%
JPG
1342
Jordan Park Group
California
$2.14M +$2.09M +4,987 New
HWM
1343
Hemington Wealth Management
Virginia
$2.14M +$63.7K +152 +3%
CDIA
1344
Capital Directions Investment Advisors
Georgia
$2.12M +$2.06M +4,924 New
HFS
1345
Howard Financial Services
Texas
$2.1M -$323K -771 -14%
APC
1346
Aspire Private Capital
North Carolina
$2.1M +$173K +412 +9%
LWM
1347
Lyell Wealth Management
California
$2.1M +$247K +590 +14%
GC
1348
Grace Capital
Massachusetts
$2.08M – – –
GA
1349
Geller Advisors
New York
$2.08M -$787K -1,879 -28%
SWM
1350
Soundmark Wealth Management
Washington
$2.08M -$643K -1,534 -24%
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