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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
FNBOO
1726
First National Bank of Omaha
Nebraska
$594K – – –
H
1727
HoyleCohen
California
$593K +$18.5K +52 +3%
CHP
1728
Cable Hill Partners
Oregon
$591K +$6.76K +19 +1%
TPCM
1729
Three Peaks Capital Management
Colorado
$587K +$557K +1,565 New
TAM
1730
Taurus Asset Management
New York
$584K – – –
TFA
1731
TPG Financial Advisors
Oregon
$581K – – –
HFG
1732
Heron Financial Group
New York
$581K +$33.5K +94 +7%
ACM
1733
Advisors Capital Management
New Jersey
$581K +$47.7K +134 +9%
GIA
1734
Gateway Investment Advisers
Ohio
$577K – – –
FF
1735
FourThought Financial
Florida
$576K +$547K +1,537 New
CC
1736
Cedar Capital
Illinois
$575K -$208K -585 -28%
GA
1737
GFS Advisors
Texas
$575K – – –
I2I
1738
Insight 2811 Inc
Illinois
$572K +$24.6K +69 +5%
SAM
1739
Sompo Asset Management
Japan
$571K +$39.5K +111 +8%
WWM
1740
WT Wealth Management
Arizona
$569K – – –
EP
1741
Eudaimonia Partners
Tennessee
$569K +$159K +446 +42%
GWM
1742
Greenwich Wealth Management
Connecticut
$567K +$13.9K +39 +3%
BCM
1743
Bayesian Capital Management
New York
$567K +$538K +1,511 New
PT
1744
Plimoth Trust
Massachusetts
$566K -$356 -1 -0.1%
MM
1745
Main Management
California
$565K -$46.3K -130 -8%
AFAS
1746
Acorn Financial Advisory Services
Virginia
$564K +$11.7K +33 +2%
FWI
1747
Facet Wealth Inc
Maryland
$564K +$535K +1,504 New
RF
1748
Rollins Financial
Georgia
$563K +$534K +1,501 New
BB
1749
Berkshire Bank
Massachusetts
$562K -$115K -322 -18%
BIA
1750
Biondo Investment Advisors
Pennsylvania
$559K -$84.4K -237 -14%
68 69
70
71 72