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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
KAM
1501
Knightsbridge Asset Management
California
$228K +$219K +800 New
TCM
1502
Tradition Capital Management
New Jersey
$228K +$219K +802 New
ONST
1503
Old North State Trust
North Carolina
$225K -$56.9K -208 -21%
ANBT
1504
American National Bank & Trust
Texas
$223K – – –
DWA
1505
Dougherty Wealth Advisers
Minnesota
$221K – – –
CFA
1506
Capstone Financial Advisors
Illinois
$220K +$212K +774 New
AC
1507
Avestar Capital
New York
$219K -$42.4K -155 -17%
BI
1508
Bredin Investment
Delaware
$218K -$734K -2,684 -78%
SHWM
1509
Smith & Howard Wealth Management
Georgia
$218K +$209K +766 New
EW
1510
Emerson Wealth
Michigan
$216K +$208K +760 New
PWA
1511
Providence Wealth Advisors
Illinois
$215K +$205K +750 New
ACM
1512
Ategra Capital Management
Virginia
$215K +$206K +754 New
SIM
1513
Sonora Investment Management
Arizona
$210K -$18.3K -67 -8%
KTC
1514
Kistler-Tiffany Companies
Pennsylvania
$210K -$10.9K -40 -5%
MPM
1515
Meritage Portfolio Management
Kansas
$209K -$416K -1,520 -67%
JCM
1516
Jacobi Capital Management
Pennsylvania
$209K +$820 +3 +0.4%
NPA
1517
Nichols & Pratt Advisers
Massachusetts
$209K +$201K +735 New
IC
1518
Investment Counsel
Michigan
$208K +$200K +730 New
PCM
1519
Pointe Capital Management
Michigan
$208K +$200K +731 New
DCM
1520
Disciplina Capital Management
Tennessee
$208K -$23.5M -86,118 -99%
SCM
1521
Stonehearth Capital Management
Massachusetts
$205K -$31.4K -115 -14%
HCIA
1522
Hochman Cole Investment Advisors
Illinois
$205K +$197K +720 New
TWM
1523
Torch Wealth Management
Ohio
$205K +$197K +720 New
TCOO
1524
Trust Company of Oklahoma
Oklahoma
$205K +$197K +720 New
KPW
1525
Kore Private Wealth
New York
$203K -$109K -400 -36%
59 60
61
62 63