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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
BBNA
1351
Bremer Bank National Association
Minnesota
$2.57M +$743K +1,806 +36%
HMH
1352
Hackensack Meridian Health
New Jersey
$2.57M +$2.79M +6,775 New
FUBT
1353
First United Bank & Trust
Maryland
$2.57M -$169K -411 -6%
B
1354
Bridgeworth
Alabama
$2.57M +$1.01M +2,445 +57%
PPW
1355
Parcion Private Wealth
Washington
$2.56M +$2.65M +6,447 New
PTP
1356
Platform Technology Partners
New York
$2.55M -$152K -370 -5%
IFS
1357
Intelligent Financial Strategies
Minnesota
$2.55M -$660K -1,604 -19%
HCM
1358
Harvey Capital Management
Florida
$2.55M – – –
MJRIC
1359
Mogy Joel R Investment Counsel
California
$2.55M – – –
AC
1360
Abbrea Capital
California
$2.55M -$197K -480 -7%
AF
1361
Affiance Financial
Minnesota
$2.54M +$66.6K +162 +2%
SCM
1362
SOL Capital Management
Maryland
$2.54M +$125K +305 +5%
CAM
1363
Carret Asset Management
New York
$2.53M +$51.4K +125 +2%
CDIA
1364
Capital Directions Investment Advisors
Georgia
$2.53M -$58.8K -143 -2%
IRC
1365
Investors Research Corp
Georgia
$2.53M – – –
RCWMU
1366
Rothschild & Co Wealth Management (UK)
United Kingdom
$2.53M +$125K +304 +5%
M
1367
MOTCO
Texas
$2.51M +$61.3K +149 +2%
VWM
1368
Vigilare Wealth Management
Arizona
$2.51M -$234K -570 -8%
CSWM
1369
Cassady Schiller Wealth Management
Ohio
$2.5M -$179K -435 -6%
BCV
1370
Banque Cantonale Vaudoise
Switzerland
$2.5M -$41.5K -101 -2%
BAS
1371
Brown Advisory Securities
Maryland
$2.48M -$748K -1,818 -22%
FFA
1372
Founders Financial Alliance
North Carolina
$2.48M +$954K +2,319 +55%
GJIC
1373
Gamble Jones Investment Counsel
California
$2.48M -$123K -300 -4%
T
1374
TCWP
Ohio
$2.47M +$39.9K +97 +2%
AA
1375
Aufman Associates
Pennsylvania
$2.47M -$4.94K -12 -0.2%
53 54
55
56 57