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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CFB
1326
Cullen/Frost Bankers
Texas
$2.23M +$66.5K +150 +3%
GC
1327
Grace Capital
Massachusetts
$2.22M – – –
WFA
1328
Wells Financial Advisors
Massachusetts
$2.22M +$56.7K +128 +3%
PMA
1329
Prudent Man Advisors
Illinois
$2.21M – – –
SWA
1330
Sightline Wealth Advisors
Connecticut
$2.21M -$1.76M -3,977 -44%
BJ
1331
Brouwer & Janachowski
California
$2.2M -$2.22K -5 -0.1%
CBT
1332
Central Bank & Trust
Kentucky
$2.19M +$8.86K +20 +0.4%
MW
1333
MBL Wealth
North Carolina
$2.19M +$2.25M +5,088 New
BOM
1334
Bank of Marin
California
$2.19M – – –
SWM
1335
Segment Wealth Management
Texas
$2.19M – – –
IB
1336
Intrust Bank
Kansas
$2.19M -$78.4K -177 -3%
BDF
1337
Black Diamond Financial
Maryland
$2.19M -$261K -588 -10%
PIA
1338
Perennial Investment Advisors
California
$2.19M -$60.3K -136 -3%
SIS
1339
Sound Income Strategies
Florida
$2.18M -$833K -1,879 -27%
HIMCH
1340
Hartford Investment Management Co (HIMCO)
Connecticut
$2.17M -$1.16M -2,618 -34%
CPSC
1341
Carl P. Sherr & Co
Massachusetts
$2.17M -$13.7K -31 -0.6%
AP
1342
Appleton Partners
Massachusetts
$2.17M +$165K +373 +8%
LC
1343
Lavaca Capital
Texas
$2.17M – – –
NIM
1344
Northeast Investment Management
Massachusetts
$2.15M -$484K -1,092 -18%
GB
1345
Gunma Bank
Japan
$2.15M – – –
OWA
1346
One Wealth Advisors
California
$2.14M +$725K +1,636 +49%
GA
1347
Geller Advisors
New York
$2.13M +$44.3K +100 +2%
SCM
1348
SOL Capital Management
Maryland
$2.13M +$210K +475 +11%
GPA
1349
Garrison Point Advisors
California
$2.11M +$150K +338 +7%
ACI
1350
Alpha Cubed Investments
California
$2.1M -$120K -270 -5%
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55 56