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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
IAA
1626
Ironsides Asset Advisors
North Carolina
$1.69M – – –
KBFS
1627
Kohmann Bosshard Financial Services
Ohio
$1.68M – – –
WCAMG
1628
Woodard & Company Asset Management Group
North Carolina
$1.68M +$234K +584 +17%
GCM
1629
Gallacher Capital Management
Colorado
$1.68M -$344K -859 -17%
PP
1630
Patten & Patten
Tennessee
$1.67M +$34.9K +87 +2%
LC
1631
LTG Capital
Massachusetts
$1.66M +$4.41K +11 +0.3%
RPGK
1632
Retirement Planning Group (Kansas)
Kansas
$1.66M -$18.4K -46 -1%
SCM
1633
Sebold Capital Management
Illinois
$1.66M -$85.4K -213 -5%
CGPCS
1634
Capital Group Private Client Services
California
$1.65M +$182K +453 +13%
CCA
1635
Checchi Capital Advisers
California
$1.65M +$798K +1,991 +98%
PP
1636
Pacifica Partners
Canada
$1.65M -$2.41K -6 -0.1%
VIA
1637
Vident Investment Advisory
Georgia
$1.64M +$169K +422 +12%
PWA
1638
PCG Wealth Advisors
Kansas
$1.64M -$60.5K -151 -4%
WFA
1639
Wells Financial Advisors
Massachusetts
$1.64M -$28.9K -72 -2%
HIMCH
1640
Hartford Investment Management Co (HIMCO)
Connecticut
$1.63M -$3.41M -8,502 -68%
MIM
1641
Montgomery Investment Management
Maryland
$1.62M – – –
NAM
1642
NTV Asset Management
West Virginia
$1.62M -$19.6K -49 -1%
PWW
1643
Pettyjohn Wood & White
Virginia
$1.61M +$97K +242 +7%
LOPW
1644
Live Oak Private Wealth
North Carolina
$1.61M -$41.7K -104 -3%
AFA
1645
American Financial Advisors
Georgia
$1.61M +$2.41K +6 +0.2%
WWM
1646
WJ Wealth Management
Arizona
$1.6M -$2.02M -5,032 -56%
BHBT
1647
Burke & Herbert Bank & Trust
Virginia
$1.6M +$24.9K +62 +2%
WRPWM
1648
Werba Rubin Papier Wealth Management
California
$1.6M +$40.9K +102 +3%
BCMLT
1649
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.59M +$3.61K +9 +0.2%
MFA
1650
McClarren Financial Advisors
Pennsylvania
$1.59M -$406K -1,012 -21%
64 65
66
67 68