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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
MC
1501
Moors & Cabot
Massachusetts
$604K +$41.2K +133 +8%
LJHT
1502
Laurie J. Hall Trustee
$603K +$118K +381 +26%
QCIG
1503
Quad-Cities Investment Group
Iowa
$601K +$44.6K +144 +8%
DWM
1504
Darwin Wealth Management
Florida
$600K +$92.2K +298 +19%
VWM
1505
Valley Wealth Managers
New Jersey
$599K +$18.3K +59 +3%
PWP
1506
Principle Wealth Partners
Connecticut
$595K +$8.97K +29 +2%
CW
1507
CreativeOne Wealth
Kansas
$593K +$228K +738 +67%
AWMS
1508
Advocacy Wealth Management Services
Georgia
$590K +$206K +664 +57%
IIA
1509
IPG Investment Advisors
California
$588K +$54.8K +177 +11%
MWM
1510
McNaughton Wealth Management
California
$586K +$561K +1,814 New
PCM
1511
Princeton Capital Management
New Jersey
$584K – – –
MBTD
1512
Mechanics Bank - Trust Department
California
$583K – – –
FVCM
1513
F&V Capital Management
Florida
$582K -$15.5K -50 -3%
OSNBOA
1514
Old Second National Bank of Aurora
Illinois
$582K – – –
LWM
1515
Lenox Wealth Management
Ohio
$578K -$1.55K -5 -0.3%
PWM
1516
PBMares Wealth Management
Virginia
$577K +$552K +1,784 New
EWM
1517
Executive Wealth Management
Michigan
$576K -$396K -1,279 -42%
MLL
1518
Moody Lynn & Lieberson
Massachusetts
$574K – – –
LFA
1519
Lighthouse Financial Advisors
Maryland
$574K +$550K +1,778 New
GM
1520
GeoWealth Management
Illinois
$572K -$1.41M -4,544 -72%
TFA
1521
Teamwork Financial Advisors
Texas
$572K +$548K +1,771 New
WA
1522
Wambolt & Associates
Colorado
$571K +$2.48K +8 +0.5%
AIS
1523
American Investment Services
Massachusetts
$568K -$43.3K -140 -7%
SHWM
1524
Smith & Howard Wealth Management
Georgia
$561K +$193K +622 +56%
BHTS
1525
Bar Harbor Trust Services
Maine
$558K +$241K +780 +82%
59 60
61
62 63