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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1701
Mengis Capital Management
Oregon
$1.47M +$243K +527 +21%
TCBWMS
1702
Texas Capital Bank Wealth Management Services
Texas
$1.46M – – –
CFS
1703
Cannon Financial Strategists
Georgia
$1.46M -$106K -230 -7%
SWM
1704
Soundmark Wealth Management
Washington
$1.46M -$824K -1,788 -37%
AIA
1705
Angeles Investment Advisors
California
$1.45M +$279K +605 +25%
WT
1706
Washington Trust
Rhode Island
$1.45M -$596K -1,293 -30%
RC
1707
Randolph Company
Ohio
$1.44M +$79.7K +173 +6%
PL
1708
Plancorp LLC
Missouri
$1.44M +$262K +568 +23%
SAM
1709
Stone Asset Management
Texas
$1.44M +$1.39M +3,021 New
SPL
1710
Smart Portfolios LLC
Washington
$1.44M -$14.7K -32 -1%
KPCM
1711
Kings Point Capital Management
New York
$1.43M +$400K +868 +41%
FFMBT
1712
First Farmers & Merchants Bank Trust
Tennessee
$1.43M +$1.38M +3,005 New
HPCM
1713
Hunter Perkins Capital Management
Illinois
$1.43M – – –
JLBC
1714
J.L. Bainbridge & Co
Florida
$1.43M – – –
LPIC
1715
LeJeune Puetz Investment Counsel
Michigan
$1.42M -$23K -50 -2%
NEWAS
1716
N.E.W. Advisory Services
Wisconsin
$1.41M +$24.9K +54 +2%
EA
1717
Eudaimonia Advisors
Tennessee
$1.41M +$1.36M +2,952 New
TF
1718
TRH Financial
Iowa
$1.41M -$20.7K -45 -2%
CWM
1719
Cabot Wealth Management
Massachusetts
$1.4M -$110K -239 -8%
DACG
1720
Donor Advised Charitable Giving
California
$1.4M -$46.5K -101 -3%
GD
1721
Grandfield & Dodd
New York
$1.4M +$314K +682 +30%
JWM
1722
JGP Wealth Management
Oregon
$1.4M +$340K +737 +33%
MIA
1723
MMBG Investment Advisors
Florida
$1.4M +$1.35M +2,924 New
BAM
1724
Barrett Asset Management
New York
$1.39M +$121K +263 +10%
MSR
1725
Main Street Research
Connecticut
$1.39M -$769K -1,669 -36%
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