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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
NIC
1476
Northwest Investment Counselors
Oregon
$1.97M -$50.6K -123 -2%
BS
1477
Boenning & Scattergood
Pennsylvania
$1.97M -$139K -337 -6%
RRC
1478
Relaxing Retirement Coach
Massachusetts
$1.97M +$2.06K +5 +0.1%
CC
1479
Cypress Capital
Tennessee
$1.96M +$162K +394 +8%
HWM
1480
Hemington Wealth Management
Virginia
$1.96M -$19.7K -48 -0.9%
SMH
1481
Sanders Morris Harris
Texas
$1.95M – – –
BSWA
1482
Bromfield Sneider Wealth Advisors
Massachusetts
$1.95M +$786K +1,910 +59%
CCM
1483
Chilton Capital Management
Texas
$1.95M +$28.8K +70 +1%
TNBTD
1484
Trustmark National Bank Trust Department
Mississippi
$1.95M +$870K +2,114 +70%
VIA
1485
Vident Investment Advisory
Georgia
$1.94M +$2.11M +5,121 New
FC
1486
Financial Consulate
Maryland
$1.94M -$28K -68 -1%
APC
1487
Aspire Private Capital
North Carolina
$1.94M -$41.5K -101 -2%
SWM
1488
Segment Wealth Management
Texas
$1.93M +$1.23K +3 +0.1%
MA
1489
MBA Advisors
Pennsylvania
$1.93M – – –
HCA
1490
Harbour Capital Advisors
Virginia
$1.93M +$142K +345 +7%
FWI
1491
Facet Wealth Inc
Maryland
$1.9M +$445K +1,083 +28%
MFG
1492
Magnus Financial Group
New York
$1.88M +$181K +441 +10%
PCG
1493
Private Capital Group
Connecticut
$1.88M -$8.23M -19,997 -80%
BFO
1494
Biltmore Family Office
North Carolina
$1.88M -$23K -56 -1%
IB
1495
Intrust Bank
Kansas
$1.88M -$33.7K -82 -2%
PWPS
1496
Pinnacle Wealth Planning Services
Ohio
$1.88M +$281K +683 +16%
PCIA
1497
Prime Capital Investment Advisors
Kansas
$1.87M +$86K +209 +4%
BOM
1498
Bank of Marin
California
$1.85M – – –
PMA
1499
Prudent Man Advisors
Illinois
$1.85M – – –
TCM
1500
Triumph Capital Management
Colorado
$1.85M -$1.87M -4,541 -48%
58 59
60
61 62