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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CIS
1476
Continental Investors Services
Washington
$2.35M -$147K -329 -6%
MWC
1477
MBM Wealth Consultants
Missouri
$2.34M -$2.88M -6,432 -56%
APWM
1478
Atlas Private Wealth Management
New York
$2.33M +$68K +152 +3%
3LCM
1479
3D/L Capital Management
Connecticut
$2.33M +$538K +1,203 +31%
OSAM
1480
O'Shaughnessy Asset Management
Connecticut
$2.32M +$1.56M +3,499 +218%
MA
1481
MBA Advisors
Pennsylvania
$2.31M – – –
SWM
1482
Segment Wealth Management
Texas
$2.31M +$1.79K +4 +0.1%
SMH
1483
Sanders Morris Harris
Texas
$2.31M +$1.92M +4,298 +537%
FWP
1484
FAS Wealth Partners
Kansas
$2.31M -$170K -381 -7%
CCM
1485
Chilton Capital Management
Texas
$2.3M +$88.1K +197 +4%
AW
1486
ACG Wealth
Georgia
$2.3M -$811K -1,813 -26%
CCA
1487
Column Capital Advisors
Indiana
$2.29M +$1.34K +3 +0.1%
SSW
1488
Stone Summit Wealth
Florida
$2.29M +$68.4K +153 +3%
SWA
1489
Sightline Wealth Advisors
Connecticut
$2.29M +$1.11M +2,477 +97%
IB
1490
Intrust Bank
Kansas
$2.28M -$41.1K -92 -2%
NWA
1491
Navis Wealth Advisors
New York
$2.28M +$318K +710 +16%
CRCM
1492
Corbett Road Capital Management
Virginia
$2.27M +$70.7K +158 +3%
BFO
1493
Biltmore Family Office
North Carolina
$2.27M -$11.2K -25 -0.5%
CPSC
1494
Carl P. Sherr & Co
Massachusetts
$2.27M -$140K -314 -6%
BB
1495
Busey Bank
Illinois
$2.26M +$1.79K +4 +0.1%
BBNA
1496
Bremer Bank National Association
Minnesota
$2.26M -$174K -390 -7%
PCIA
1497
Prime Capital Investment Advisors
Kansas
$2.25M – – –
AA
1498
Addison Advisors
Vermont
$2.25M +$1.4M +3,136 +172%
CAM
1499
CenterStar Asset Management
Illinois
$2.25M – – –
RMDI
1500
R.M. Davis Inc
Maine
$2.24M +$314K +701 +17%
58 59
60
61 62