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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
1651
Weik Capital Management
Pennsylvania
$972K -$81.7K -195 -8%
FWM
1652
Focused Wealth Management
New York
$970K -$13.4K -32 -1%
EDRH
1653
Edmond de Rothschild Holding
Switzerland
$969K +$62.8K +150 +7%
CAL
1654
Capital Advisors Ltd
Ohio
$967K -$1.15M -2,739 -55%
VST
1655
Van Strum & Towne
California
$965K – – –
HFA
1656
Hoover Financial Advisors
Pennsylvania
$960K +$6.7K +16 +0.7%
KAH
1657
Kathryn A. Hall
$952K – – –
KP
1658
Keel Point
Alabama
$948K +$111K +265 +14%
PAMG
1659
Patton Albertson Miller Group
Tennessee
$947K -$28.5K -68 -3%
AP
1660
Adero Partners
California
$946K – – –
1SB
1661
1ST Source Bank
Indiana
$942K +$15.9K +38 +2%
SMA
1662
Sage Mountain Advisors
Georgia
$941K +$305K +727 +50%
BWAM
1663
Boyd Watterson Asset Management
Ohio
$939K – – –
HWM
1664
Hohimer Wealth Management
Washington
$937K +$55.3K +132 +6%
CM
1665
Columbus Macro
Pennsylvania
$933K +$909K +2,170 New
RA
1666
Rodgers & Associates
Pennsylvania
$927K +$6.28K +15 +0.7%
RPG
1667
Resource Planning Group
Georgia
$921K +$356K +851 +66%
KPCM
1668
Kings Point Capital Management
New York
$919K – – –
LC
1669
LCNB Corp
Ohio
$917K -$4.19K -10 -0.5%
ODG
1670
O'Dell Group
Ohio
$913K +$151K +361 +20%
EGWAG
1671
Elwood & Goetz Wealth Advisory Group
Georgia
$912K +$15.1K +36 +2%
GD
1672
Grandfield & Dodd
New York
$910K – – –
CCM
1673
Carlson Capital Management
Minnesota
$907K -$85.5K -204 -9%
ACI
1674
AMP Capital Investors
Australia
$901K -$4.98M -11,886 -85%
GAM
1675
Griffin Asset Management
New York
$895K +$22.2K +53 +3%
65 66
67
68 69