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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
PCMK
1601
Paragon Capital Management (Kansas)
Kansas
$9K +$9.02K +33 New
AIS
1602
Accurate Investment Solutions
Pennsylvania
$6K – – –
CWA
1603
Clarus Wealth Advisors
Arizona
$4K -$95.2K -348 -96%
RTC
1604
Riverview Trust Company
Washington
$4K +$4.1K +15 New
BWA
1605
Burt Wealth Advisors
Maryland
$3K – – –
WA
1606
WestEnd Advisors
North Carolina
$1.71K -$1.79M -6,529 -100%
CA
1607
Centerpoint Advisors
Massachusetts
$1K -$125K -457 -99%
AWM
1608
Aevitas Wealth Management
Massachusetts
$1K +$1.91K +7 New
MCM
1609
Moore Capital Management
New York
– -$365M -1,452,614 Closed
SMFG
1610
Sumitomo Mitsui Financial Group
Japan
– -$329M -1,308,000 Closed
PC
1611
Permanens Capital
New York
– -$153M -608,739 Closed
DILIC
1612
Dai-ichi Life Insurance Company
Japan
– -$152M -603,039 Closed
SG
1613
Swarthmore Group
Pennsylvania
– -$130M -514,775 Closed
FMI
1614
Fiduciary Management Inc
Wisconsin
– -$50.7M -201,382 Closed
TMNFIC
1615
Tokio Marine & Nichido Fire Insurance Company
Japan
– -$50.3M -200,000 Closed
PCM
1616
PAR Capital Management
Massachusetts
– -$38M -151,000 Closed
MTB
1617
Mizuho Trust & Banking
Japan
– -$27.7M -110,000 Closed
N
1618
Natixis
France
– -$25.2M -100,000 Closed
Millennium Management
1619
Millennium Management
New York
– -$24.7M -98,176 Closed
Citadel Advisors
1620
Citadel Advisors
Florida
– -$20.1M -79,945 Closed
DS
1621
DRW Securities
Illinois
– -$18.9M -75,109 Closed
JP
1622
Jana Partners
New York
– -$17.5M -69,530 Closed
HHGA
1623
Halbert Hargrove Global Advisors
California
– -$15.6M -62,140 Closed
CTI
1624
Community Trust & Investment
Kentucky
– -$14.6M -58,121 Closed
BCP
1625
Berkeley Capital Partners
Georgia
– -$12.2M -48,377 Closed
63 64
65
66 67