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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
MFG
1701
MidWestOne Financial Group
Iowa
$1.47M – – –
RFA
1702
Reilly Financial Advisors
California
$1.47M -$684K -1,485 -32%
HIM
1703
HawsGoodwin Investment Management
Tennessee
$1.47M +$1.38M +2,990 +3,181%
MCM
1704
Mengis Capital Management
Oregon
$1.47M +$243K +527 +21%
TCBWMS
1705
Texas Capital Bank Wealth Management Services
Texas
$1.46M – – –
CFS
1706
Cannon Financial Strategists
Georgia
$1.46M -$106K -230 -7%
SWM
1707
Soundmark Wealth Management
Washington
$1.46M -$824K -1,788 -37%
AIA
1708
Angeles Investment Advisors
California
$1.45M +$279K +605 +25%
WT
1709
Washington Trust
Rhode Island
$1.45M -$596K -1,293 -30%
RC
1710
Randolph Company
Ohio
$1.44M +$79.7K +173 +6%
PL
1711
Plancorp LLC
Missouri
$1.44M +$262K +568 +23%
SAM
1712
Stone Asset Management
Texas
$1.44M +$1.39M +3,021 New
SPL
1713
Smart Portfolios LLC
Washington
$1.44M -$14.7K -32 -1%
KPCM
1714
Kings Point Capital Management
New York
$1.43M +$400K +868 +41%
FFMBT
1715
First Farmers & Merchants Bank Trust
Tennessee
$1.43M +$1.38M +3,005 New
HPCM
1716
Hunter Perkins Capital Management
Illinois
$1.43M – – –
JLBC
1717
J.L. Bainbridge & Co
Florida
$1.43M – – –
LPIC
1718
LeJeune Puetz Investment Counsel
Michigan
$1.42M -$23K -50 -2%
NEWAS
1719
N.E.W. Advisory Services
Wisconsin
$1.41M +$24.9K +54 +2%
EA
1720
Eudaimonia Advisors
Tennessee
$1.41M +$1.36M +2,952 New
TF
1721
TRH Financial
Iowa
$1.41M -$20.7K -45 -2%
CWM
1722
Cabot Wealth Management
Massachusetts
$1.4M -$110K -239 -8%
DACG
1723
Donor Advised Charitable Giving
California
$1.4M -$46.5K -101 -3%
GD
1724
Grandfield & Dodd
New York
$1.4M +$314K +682 +30%
JWM
1725
JGP Wealth Management
Oregon
$1.4M +$340K +737 +33%
67 68
69
70 71