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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
1626
Checchi Capital Advisers
California
$781K +$207K +581 +39%
GA
1627
GoalVest Advisory
New York
$779K +$738K +2,074 New
MFM
1628
Mirsky Financial Management
New York
$778K +$191K +536 +35%
BMA
1629
Brooks Moore & Associates
Tennessee
$775K – – –
PWM
1630
PBMares Wealth Management
Virginia
$773K +$1.78K +5 +0.2%
RB
1631
Renasant Bank
Mississippi
$773K +$733K +2,059 New
SFFS
1632
Stonehage Fleming Financial Services
Jersey
$772K -$719K -2,020 -50%
AP
1633
Adero Partners
California
$766K +$140K +393 +24%
AWM
1634
Affinity Wealth Management
Delaware
$760K +$423K +1,189 +146%
WLPWM
1635
Walled Lake Planning & Wealth Management
Illinois
$756K +$50.9K +143 +8%
CTFG
1636
Capstone Triton Financial Group
Oklahoma
$756K +$717K +2,013 New
KP
1637
Keel Point
Alabama
$751K -$66.6K -187 -9%
HFM
1638
Harvest Fund Management
China
$750K – – –
BFS
1639
Bradley Foster & Sargent
Connecticut
$749K +$49.5K +139 +7%
GPC
1640
Garrison Point Capital
California
$746K +$2.85K +8 +0.4%
FNB
1641
Farmers National Bank
Kentucky
$739K +$701K +1,969 New
JC
1642
Jentner Corp
Ohio
$739K – – –
WCM
1643
Whitener Capital Management
North Carolina
$738K +$356 +1 +0.1%
EW
1644
Evoke Wealth
California
$738K +$411K +1,155 +142%
BWA
1645
Bordeaux Wealth Advisors
California
$737K +$698K +1,962 New
HIS
1646
Harvest Investment Services
Illinois
$732K -$504K -1,417 -42%
DCM
1647
Donaldson Capital Management
Indiana
$729K +$160K +449 +30%
FUBT
1648
First United Bank & Trust
Maryland
$729K +$338K +949 +95%
AA
1649
Addison Advisors
Vermont
$728K +$691K +1,940 New
HWM
1650
Hohimer Wealth Management
Washington
$727K – – –
64 65
66
67 68