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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
PCMC
1476
Private Capital Management (Colorado)
Colorado
$1.2M -$33.5K -94 -3%
EHC
1477
Everett Harris & Co
California
$1.2M +$32.7K +92 +3%
CFD
1478
Creative Financial Designs
Indiana
$1.2M +$138K +389 +14%
MIM
1479
Macroview Investment Management
Maryland
$1.2M +$112K +315 +11%
PFM
1480
Peak Financial Management
Massachusetts
$1.19M -$47.3K -133 -4%
FIM
1481
Freedom Investment Management
Connecticut
$1.18M -$327K -919 -23%
BCM
1482
Brookmont Capital Management
Texas
$1.18M +$6.05K +17 +0.5%
CA
1483
Corrado Advisors
New Jersey
$1.18M +$32.7K +92 +3%
DDC
1484
DF Dent & Co
Maryland
$1.17M -$20.3K -57 -2%
HFS
1485
HBC Financial Services
Washington
$1.17M – – –
JLBC
1486
J.L. Bainbridge & Co
Florida
$1.16M -$10.7K -30 -1%
CCM
1487
Colorado Capital Management
Colorado
$1.16M -$5.34K -15 -0.5%
TCOT
1488
Trust Company of Toledo
Ohio
$1.16M -$1.78K -5 -0.2%
LWA
1489
Lenox Wealth Advisors
New York
$1.16M +$563K +1,582 +104%
NP
1490
NorthRock Partners
Minnesota
$1.16M -$279K -785 -20%
TF
1491
TRH Financial
Iowa
$1.16M +$133K +375 +14%
RG
1492
Rathbones Group
United Kingdom
$1.15M – – –
LPIC
1493
LeJeune Puetz Investment Counsel
Michigan
$1.15M – – –
RPWA
1494
Regent Peak Wealth Advisors
Georgia
$1.15M +$48.1K +135 +5%
SWK
1495
Stephen W. Kidder
$1.15M +$17.8K +50 +2%
BFA
1496
Brown Financial Advisory
Alabama
$1.15M +$1.09M +3,050 New
JFS
1497
JD Financial Services
Pennsylvania
$1.15M +$1.09M +3,050 New
GB
1498
Goepper Burkhardt
South Carolina
$1.13M +$1.07M +3,001 New
DLHL
1499
Donald L. Hagan LLC
Florida
$1.12M -$139K -391 -12%
CBN
1500
Cadence Bank NA
Texas
$1.12M +$6.41K +18 +0.6%
58 59
60
61 62