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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
MFG
1526
MidWestOne Financial Group
Iowa
$1.33M – – –
LC
1527
Lincoln Capital
Nebraska
$1.33M +$118K +266 +9%
MA
1528
MBA Advisors
Pennsylvania
$1.32M – – –
CAAS
1529
Capital Asset Advisory Services
Michigan
$1.32M +$284K +641 +26%
RG
1530
Rathbones Group
United Kingdom
$1.32M – – –
TCBWMS
1531
Texas Capital Bank Wealth Management Services
Texas
$1.32M – – –
GC
1532
Gratus Capital
Georgia
$1.31M +$40.3K +91 +3%
SPL
1533
Smart Portfolios LLC
Washington
$1.31M +$179K +403 +15%
GI
1534
Gradient Investments
Minnesota
$1.31M +$19.9K +45 +2%
DACG
1535
Donor Advised Charitable Giving
California
$1.31M -$329K -742 -20%
WAOTB
1536
Wealth Advisors of Tampa Bay
Florida
$1.31M – – –
LPIC
1537
LeJeune Puetz Investment Counsel
Michigan
$1.3M – – –
CC
1538
Cypress Capital
Tennessee
$1.29M +$1.33M +3,003 New
HPCM
1539
Hunter Perkins Capital Management
Illinois
$1.29M -$310K -700 -19%
JLBC
1540
J.L. Bainbridge & Co
Florida
$1.29M – – –
TF
1541
TRH Financial
Iowa
$1.29M -$46.5K -105 -3%
TA
1542
TrueWealth Advisors
Alabama
$1.29M -$64.7K -146 -5%
AGM
1543
Alpine Global Management
New York
$1.29M +$1.32M +2,986 New
CIAS
1544
CBIZ Investment Advisory Services
Ohio
$1.28M – – –
FNC
1545
First National Corp
Massachusetts
$1.28M +$168K +380 +15%
DJSG
1546
D.J. St. Germain
Massachusetts
$1.27M -$973K -2,195 -43%
CB
1547
CNB Bank
Pennsylvania
$1.27M – – –
FA
1548
Financial Advisors
Massachusetts
$1.26M +$164K +369 +14%
CCM
1549
Crew Capital Management
Ohio
$1.26M -$21.3K -48 -2%
SFG
1550
SevenBridge Financial Group
Pennsylvania
$1.26M -$310K -699 -19%
60 61
62
63 64