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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
KP
1451
Keel Point
Alabama
$690K +$35.5K +121 +6%
AIS
1452
American Investment Services
Massachusetts
$690K +$147K +500 +29%
MIG
1453
McGuire Investment Group
Rhode Island
$689K -$2.35K -8 -0.4%
FWSM
1454
First Wilshire Securities Management
California
$689K – – –
MBTD
1455
Mechanics Bank - Trust Department
California
$687K +$122K +415 +23%
GI
1456
Gradient Investments
Minnesota
$686K -$35.8K -122 -5%
KAH
1457
Kathryn A. Hall
$686K – – –
FIM
1458
Frontier Investment Management
Texas
$683K -$54.6K -186 -8%
KFI
1459
Key Financial Inc
Pennsylvania
$683K – – –
GD
1460
Grandfield & Dodd
New York
$680K – – –
WOSD
1461
WFA of San Diego
California
$680K +$600K +2,045 New
PHS
1462
Pekin Hardy Strauss
Illinois
$672K +$76.6K +261 +14%
ISB
1463
Iowa State Bank
Iowa
$670K -$14.4K -49 -2%
TNA
1464
True North Advisors
Texas
$668K +$229K +780 +57%
TBA
1465
Tower Bridge Advisors
Pennsylvania
$664K – – –
LBD
1466
Landsberg Bennett & Dubbaneh
Florida
$664K +$27.3K +93 +4%
FMTC
1467
Farmers & Merchants Trust Company
California
$662K +$285K +969 +83%
1WA
1468
180 Wealth Advisors
Washington
$661K +$15K +51 +3%
BWFA
1469
Baltimore-Washington Financial Advisors
Maryland
$659K +$280K +953 +81%
KPCM
1470
Kings Point Capital Management
New York
$656K – – –
MA
1471
MONECO Advisors
Connecticut
$653K -$11.5K -39 -2%
TA
1472
TCG Advisors
Texas
$651K -$59.9K -204 -9%
PFM
1473
Peak Financial Management
Massachusetts
$650K +$107K +366 +21%
CBN
1474
Cadence Bank NA
Texas
$643K -$8.81K -30 -1%
BCI
1475
Brinker Capital Investments
Pennsylvania
$643K +$2.06K +7 +0.3%
57 58
59
60 61