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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
TCA
1426
Transcend Capital Advisors
New Jersey
$591K +$310K +1,013 +80%
CAL
1427
Capital Advisors Ltd
Ohio
$590K -$273K -891 -28%
MC
1428
Moors & Cabot
Massachusetts
$590K +$130K +425 +23%
SWM
1429
Selective Wealth Management
Virginia
$588K -$184K -600 -21%
AIM
1430
AMI Investment Management
Indiana
$588K -$68.9K -225 -9%
KFI
1431
Key Financial Inc
Pennsylvania
$586K -$191K -622 -22%
MIG
1432
McGuire Investment Group
Rhode Island
$577K +$23.3K +76 +4%
GWS
1433
Glassman Wealth Services
Virginia
$577K +$445K +1,453 +186%
HCA
1434
Harbour Capital Advisors
Virginia
$576K -$1.53K -5 -0.2%
FWSM
1435
First Wilshire Securities Management
California
$575K – – –
IIA
1436
IPG Investment Advisors
California
$575K +$124K +405 +22%
KAH
1437
Kathryn A. Hall
$572K – – –
ISB
1438
Iowa State Bank
Iowa
$572K +$15K +49 +2%
PT
1439
Plimoth Trust
Massachusetts
$571K +$6.13K +20 +0.9%
RCA
1440
Rowland Carmichael Advisors
Arizona
$569K -$255K -831 -27%
WCM
1441
Weik Capital Management
Pennsylvania
$564K -$29.1K -95 -4%
GD
1442
Grandfield & Dodd
New York
$564K +$669K +2,184 New
FAAM
1443
First Ascent Asset Management
Colorado
$560K +$67.7K +221 +11%
TBA
1444
Tower Bridge Advisors
Pennsylvania
$554K – – –
MCM
1445
Mengis Capital Management
Oregon
$554K -$5.52K -18 -0.8%
MA
1446
MONECO Advisors
Connecticut
$554K +$22.7K +74 +4%
KCM
1447
Kornitzer Capital Management
Kansas
$553K -$2.03M -6,638 -76%
PNAA
1448
Pictet North America Advisors
Switzerland
$551K -$327K -1,067 -33%
KPCM
1449
Kings Point Capital Management
New York
$548K -$95K -310 -13%
EHC
1450
Everett Harris & Co
California
$547K +$143K +466 +28%
56 57
58
59 60