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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
1501
Patriot Wealth Management
Texas
$220K -$234K -860 -50%
FNT
1502
First Nebraska Trust
Nebraska
$218K – – –
BI
1503
Ballast Inc
Kentucky
$217K -$5.43K -20 -2%
CPA
1504
Clear Perspective Advisors
Illinois
$217K – – –
PGA
1505
Portland Global Advisors
Maine
$217K +$36.4K +134 +18%
CAL
1506
Capital Advisors Ltd
Ohio
$214K – – –
HHAA
1507
Henry H. Armstrong Associates
Pennsylvania
$214K – – –
FBA
1508
Front Barnett Associates
Illinois
$212K – – –
RWM
1509
Raffa Wealth Management
District of Columbia
$211K +$160K +590 +236%
DWA
1510
Dougherty Wealth Advisers
Minnesota
$211K +$210K +775 New
SL
1511
Summitry LLC
California
$210K +$4.62K +17 +2%
SIM
1512
Sadoff Investment Management
Wisconsin
$210K +$226K +833 New
SCM
1513
Stonehearth Capital Management
Massachusetts
$210K +$227K +836 New
LBD
1514
Landsberg Bennett & Dubbaneh
Florida
$206K +$222K +818 New
GG
1515
Greenwood Gearhart
Arkansas
$204K +$19K +70 +9%
AF
1516
Arrow Financial
New York
$203K -$20.4K -75 -8%
SIM
1517
Sonora Investment Management
Arizona
$203K +$27.2K +100 +14%
FMTC
1518
Farmers & Merchants Trust Company
California
$202K +$218K +802 New
EDRH
1519
Edmond de Rothschild Holding
Switzerland
$201K -$25.8K -95 -11%
NCM
1520
Neumann Capital Management
California
$201K – – –
ANBT
1521
American National Bank & Trust
Texas
$198K – – –
KTC
1522
Kistler-Tiffany Companies
Pennsylvania
$196K +$10.9K +40 +5%
RA
1523
Rational Advisors
New York
$189K +$8.69K +32 +4%
QCIG
1524
Quad-Cities Investment Group
Iowa
$187K +$48.9K +180 +32%
JCM
1525
Jacobi Capital Management
Pennsylvania
$184K +$1.9K +7 +1%
59 60
61
62 63