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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
1651
Hengehold Capital Management
Ohio
$398K – – –
MPIA
1652
Mountain Pacific Investment Advisers
Idaho
$398K – – –
PS
1653
Portfolio Strategies
New York
$397K – – –
FAAM
1654
First Ascent Asset Management
Colorado
$395K -$180K -542 -32%
DC
1655
Defender Capital
North Carolina
$395K – – –
WF
1656
WoodTrust Financial
Wisconsin
$395K +$391K +1,175 New
PAMU
1657
Pictet Asset Management (UK)
United Kingdom
$393K -$1.6M -4,812 -80%
SHA
1658
Seneca House Advisors
Virginia
$392K -$34.9K -105 -8%
PCM
1659
Pointe Capital Management
Michigan
$392K – – –
ONST
1660
Old North State Trust
North Carolina
$390K – – –
SFP
1661
Strategic Financial Planning
Texas
$386K -$5.33K -16 -1%
LWP
1662
Legacy Wealth Planning
Nevada
$385K +$333 +1 +0.1%
LWANC
1663
Laurel Wealth Advisors (North Carolina)
North Carolina
$384K +$34.6K +104 +10%
FNT
1664
First Nebraska Trust
Nebraska
$383K -$2.33K -7 -0.6%
TK
1665
TIAA Kaspick
Massachusetts
$383K -$3.89M -11,688 -91%
TC
1666
Tatro Capital
Kentucky
$383K – – –
RPSA
1667
Richard P. Slaughter Associates
Texas
$382K -$134K -402 -26%
CAI
1668
Capital Advisors Inc
Oklahoma
$382K +$378K +1,136 New
EWM
1669
Executive Wealth Management
Michigan
$381K -$12.6K -38 -3%
TPW
1670
TL Private Wealth
Texas
$381K -$7.99K -24 -2%
HDIM
1671
Hanson & Doremus Investment Management
Vermont
$380K – – –
LC
1672
Lindbrook Capital
California
$380K +$34.6K +104 +10%
FAN
1673
Financial Advisors Network
California
$379K -$2K -6 -0.5%
AC
1674
Apella Capital
Connecticut
$377K -$34.9K -105 -9%
KFS
1675
Kurt F. Somerville
$377K +$40.9K +123 +12%
65 66
67
68 69