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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
WA1
1626
Wimmer Associates 1
California
$388K +$338K +1,152 New
CCG
1627
Chatham Capital Group
Georgia
$387K – – –
JCM
1628
Jacobi Capital Management
Pennsylvania
$386K +$90.4K +308 +33%
LWS
1629
Lucia Wealth Services
California
$382K +$41.1K +140 +13%
LDB
1630
Lee, Danner & Bass
Tennessee
$381K -$423K -1,442 -54%
AC
1631
Apella Capital
Connecticut
$380K +$37K +126 +11%
PPWM
1632
PFG Private Wealth Management
Florida
$377K – – –
ST
1633
Spinnaker Trust
Maine
$376K -$587 -2 -0.2%
VST
1634
Van Strum & Towne
California
$373K – – –
FP
1635
Financial Perspectives
Minnesota
$371K +$7.34K +25 +2%
HCM
1636
Hengehold Capital Management
Ohio
$367K -$32.3K -110 -8%
MPIA
1637
Mountain Pacific Investment Advisers
Idaho
$367K +$14.7K +50 +4%
PS
1638
Portfolio Strategies
New York
$366K – – –
SHWM
1639
Silicon Hills Wealth Management
Texas
$364K -$78.4K -267 -19%
DC
1640
Defender Capital
North Carolina
$364K +$345K +1,174 New
EWM
1641
Executive Wealth Management
Michigan
$363K -$148K -505 -30%
PCM
1642
Pointe Capital Management
Michigan
$361K -$7.93K -27 -2%
SFP
1643
Strategic Financial Planning
Texas
$361K – – –
ONST
1644
Old North State Trust
North Carolina
$360K – – –
SL
1645
Summitry LLC
California
$360K +$881 +3 +0.3%
HTHT
1646
Hemenway Trust Hemenway Trust
New Hampshire
$359K +$340K +1,159 New
TPW
1647
TL Private Wealth
Texas
$358K -$116K -394 -26%
ACM
1648
Azimuth Capital Management
Michigan
$358K – – –
FNT
1649
First Nebraska Trust
Nebraska
$356K – – –
LWP
1650
Legacy Wealth Planning
Nevada
$354K -$50.8K -173 -13%
64 65
66
67 68