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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
AFA
1601
American Financial Advisors
Georgia
$1.15M +$7.98K +18 +0.7%
PMG
1602
ProVise Management Group
Florida
$1.15M +$455K +1,027 +63%
EHC
1603
Everett Harris & Co
California
$1.15M -$33.2K -75 -3%
PCM
1604
Palisade Capital Management
New Jersey
$1.15M +$16.4K +37 +1%
BAM
1605
Barrett Asset Management
New York
$1.14M +$22.2K +50 +2%
PA
1606
Procyon Advisors
Connecticut
$1.14M +$284K +641 +32%
BTW
1607
Boston Trust Walden
Massachusetts
$1.13M -$9.31K -21 -0.8%
SCM
1608
Southport Capital Management
Tennessee
$1.13M -$118K -266 -9%
LRIA
1609
Leonard Rickey Investment Advisors
Washington
$1.13M +$15.1K +34 +1%
CWP
1610
CFM Wealth Partners
Texas
$1.12M -$11.5K -26 -1%
IFG
1611
Investors Financial Group
Minnesota
$1.12M +$14.2K +32 +1%
EM
1612
Excalibur Management
Massachusetts
$1.12M -$7.53K -17 -0.6%
RF
1613
RHS Financial
California
$1.12M +$348K +785 +43%
BCM
1614
BTR Capital Management
California
$1.12M – – –
CCM
1615
Colorado Capital Management
Colorado
$1.11M -$6.2K -14 -0.5%
PP
1616
Prosperity Planning
Missouri
$1.11M -$138K -311 -11%
MCM
1617
Mengis Capital Management
Oregon
$1.1M – – –
CTFG
1618
Capstone Triton Financial Group
Oklahoma
$1.1M +$279K +629 +35%
FA
1619
Faithward Advisors
Pennsylvania
$1.09M +$462K +1,043 +70%
AIS
1620
American Investment Services
Massachusetts
$1.09M -$76.2K -172 -6%
BFS
1621
Bradley Foster & Sargent
Connecticut
$1.09M +$8.86K +20 +0.8%
HCA
1622
Horan Capital Advisors
Ohio
$1.09M +$210K +474 +23%
ACA
1623
Aptus Capital Advisors
Alabama
$1.09M -$53.2K -120 -5%
AP
1624
Arlington Partners
Alabama
$1.08M +$558K +1,260 +101%
MWM
1625
Minot Wealth Management
Massachusetts
$1.08M +$34.6K +78 +3%
63 64
65
66 67