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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
WLPWM
1651
Walled Lake Planning & Wealth Management
Illinois
$1.01M -$380K -857 -27%
LCC
1652
Lincoln Capital Corp
Rhode Island
$1.01M -$66K -149 -6%
KOMWMG
1653
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.01M -$1.91M -4,302 -65%
KTC
1654
Kistler-Tiffany Companies
Pennsylvania
$1M +$886 +2 +0.1%
PFBT
1655
Parkside Financial Bank & Trust
Missouri
$995K -$42.5K -96 -4%
FMI
1656
F/M Investments
District of Columbia
$995K – – –
BF
1657
Blankinship & Foster
California
$990K -$70.5K -159 -6%
PSC
1658
Prentiss Smith & Co
Vermont
$990K +$372K +839 +57%
KP
1659
Keel Point
Alabama
$986K +$37.7K +85 +4%
BWM
1660
Birchcreek Wealth Management
Ohio
$985K -$3.99K -9 -0.4%
RB
1661
Renasant Bank
Mississippi
$982K +$5.32K +12 +0.5%
GPC
1662
Garrison Point Capital
California
$976K – – –
AP
1663
Adero Partners
California
$976K +$28.8K +65 +3%
HWM
1664
Hohimer Wealth Management
Washington
$973K +$34.6K +78 +4%
FNBOO
1665
First National Bank of Omaha
Nebraska
$971K +$298K +673 +43%
GD
1666
Grandfield & Dodd
New York
$970K +$58.5K +132 +6%
CAL
1667
Capital Advisors Ltd
Ohio
$969K – – –
VST
1668
Van Strum & Towne
California
$967K – – –
JWM
1669
JGP Wealth Management
Oregon
$965K +$170K +383 +21%
QAM
1670
QCI Asset Management
New York
$963K -$20.8K -47 -2%
TNBTD
1671
Trustmark National Bank Trust Department
Mississippi
$963K +$257K +579 +35%
RA
1672
Rodgers & Associates
Pennsylvania
$958K +$29.7K +67 +3%
PAMG
1673
Patton Albertson Miller Group
Tennessee
$956K +$6.65K +15 +0.7%
RWA
1674
Roberts Wealth Advisors
California
$955K +$982K +2,217 New
KAH
1675
Kathryn A. Hall
$954K – – –
65 66
67
68 69