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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
FWSM
1476
First Wilshire Securities Management
California
$723K -$25K -75 -3%
VIM
1477
Vista Investment Management
Pennsylvania
$716K +$58.2K +175 +9%
CC
1478
Cedar Capital
Illinois
$711K +$409K +1,228 +138%
PL
1479
Plancorp LLC
Missouri
$702K -$638K -1,917 -48%
IFG
1480
Investors Financial Group
Minnesota
$700K +$94.8K +285 +16%
CAN
1481
Claraphi Advisory Network
United States
$695K +$363K +1,091 +111%
BMA
1482
Brooks Moore & Associates
Tennessee
$694K -$91.5K -275 -12%
EGWAG
1483
Elwood & Goetz Wealth Advisory Group
Georgia
$692K +$79.9K +240 +13%
PWM
1484
PBMares Wealth Management
Virginia
$691K +$5.99K +18 +0.9%
BWAM
1485
Boyd Watterson Asset Management
Ohio
$691K +$19.3K +58 +3%
SW
1486
SlateStone Wealth
Florida
$689K -$543K -1,631 -44%
HC
1487
Hamilton Capital
Ohio
$689K +$52.9K +159 +8%
SCM
1488
Seascape Capital Management
New Hampshire
$684K +$79.2K +238 +13%
HFM
1489
Harvest Fund Management
China
$681K – – –
TNA
1490
True North Advisors
Texas
$680K -$43.9K -132 -6%
HCA
1491
Horan Capital Advisors
Ohio
$677K -$295K -886 -31%
AIP
1492
Almanack Investment Partners
Pennsylvania
$675K +$278K +834 +78%
CWA
1493
Clarity Wealth Advisors
California
$672K +$26K +78 +4%
PIM
1494
Provident Investment Management
Michigan
$670K -$3.33K -10 -0.5%
GPC
1495
Garrison Point Capital
California
$665K +$3K +9 +0.5%
HWM
1496
Hohimer Wealth Management
Washington
$665K +$154K +463 +31%
3AM
1497
3D Asset Management
Connecticut
$664K +$4.66K +14 +0.7%
CAMG
1498
CWA Asset Management Group
Florida
$663K -$32.9K -99 -5%
JC
1499
Jentner Corp
Ohio
$662K – – –
AIA
1500
Angeles Investment Advisors
California
$662K +$189K +567 +40%
58 59
60
61 62