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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
1726
Strategies Wealth Advisors
Michigan
$1.38M -$224K -500 -14%
WLPWM
1727
Walled Lake Planning & Wealth Management
Illinois
$1.37M -$298K -666 -18%
SAM
1728
Stone Asset Management
Texas
$1.37M +$447 +1 +0%
TNBTD
1729
Trustmark National Bank Trust Department
Mississippi
$1.37M +$417K +933 +45%
DACG
1730
Donor Advised Charitable Giving
California
$1.36M +$25.5K +57 +2%
FFMBT
1731
First Farmers & Merchants Bank Trust
Tennessee
$1.36M -$5.81K -13 -0.4%
MCM
1732
Mengis Capital Management
Oregon
$1.35M -$44.3K -99 -3%
BAM
1733
Barrett Asset Management
New York
$1.35M +$28.2K +63 +2%
FPCG
1734
Forum Private Client Group
Indiana
$1.35M +$1.33M +2,978 New
GD
1735
Grandfield & Dodd
New York
$1.35M +$23.7K +53 +2%
LPIC
1736
LeJeune Puetz Investment Counsel
Michigan
$1.35M – – –
BBA
1737
Braun-Bostich & Associates
Pennsylvania
$1.34M +$493K +1,102 +59%
TIAM2
1738
Tru Independence Asset Management 2
Oregon
$1.34M -$288K -643 -18%
GC
1739
Gratus Capital
Georgia
$1.34M -$79.2K -177 -6%
WAS
1740
Wealth Advisory Solutions
Indiana
$1.34M +$1.32M +2,944 New
HCA
1741
Horan Capital Advisors
Ohio
$1.33M +$133K +297 +11%
REMPR
1742
Roof Eidam Maycock Peralta (REMP)
California
$1.33M +$69.3K +155 +6%
B
1743
Bellecapital
Switzerland
$1.33M -$96.6K -216 -7%
MIA
1744
MMBG Investment Advisors
Florida
$1.33M – – –
LRIA
1745
Leonard Rickey Investment Advisors
Washington
$1.32M +$7.16K +16 +0.6%
CB
1746
CNB Bank
Pennsylvania
$1.32M +$1.34K +3 +0.1%
AFAS
1747
Acorn Financial Advisory Services
Virginia
$1.32M +$204K +456 +19%
ASFA
1748
All Season Financial Advisors
Colorado
$1.32M +$322K +720 +33%
HFS
1749
HBC Financial Services
Washington
$1.32M -$23.7K -53 -2%
VCM
1750
Vigilant Capital Management
Maine
$1.32M +$180K +403 +16%
68 69
70
71 72