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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
IPW
1751
Inlet Private Wealth
Florida
$629K -$38.7K -100 -6%
FNBOO
1752
First National Bank of Omaha
Nebraska
$629K – – –
I2I
1753
Insight 2811 Inc
Illinois
$624K +$17.4K +45 +3%
MIC
1754
Means Investment Company
Maine
$623K +$1.55K +4 +0.3%
BMA
1755
Brooks Moore & Associates
Tennessee
$622K -$194K -500 -24%
LJHT
1756
Laurie J. Hall Trustee
$621K -$12.4K -32 -2%
DDC
1757
DF Dent & Co
Maryland
$618K -$608K -1,570 -50%
TWP
1758
Treybourne Wealth Planners
Indiana
$617K -$51.9K -134 -8%
TFA
1759
TPG Financial Advisors
Oregon
$616K – – –
BSI
1760
Bennett Selby Investments
Maine
$614K -$53K -137 -8%
GWM
1761
GSB Wealth Management
Connecticut
$613K +$597K +1,541 New
DCM
1762
Donaldson Capital Management
Indiana
$612K -$156K -404 -21%
GIA
1763
Gateway Investment Advisers
Ohio
$612K – – –
GWM
1764
Greenwich Wealth Management
Connecticut
$611K +$10.1K +26 +2%
MM
1765
Main Management
California
$607K +$7.74K +20 +1%
FP
1766
Financial Perspectives
Minnesota
$607K +$26.3K +68 +5%
OBGC
1767
O'Brien Greene & Co
Pennsylvania
$606K -$669K -1,727 -53%
WWM
1768
WT Wealth Management
Arizona
$603K – – –
WLIM
1769
White Lighthouse Investment Management
Massachusetts
$600K +$11.2K +29 +2%
SIA
1770
Strategic Investment Advisors
Michigan
$599K +$582K +1,504 New
AP
1771
Arlington Partners
Alabama
$598K +$582K +1,503 New
JWM
1772
JGP Wealth Management
Oregon
$597K +$264K +681 +83%
MBTD
1773
Mechanics Bank - Trust Department
California
$596K -$280K -722 -33%
BFA
1774
Bragg Financial Advisors
North Carolina
$594K +$224K +579 +63%
CNBT
1775
Cornerstone National Bank & Trust
Illinois
$594K -$70.9K -183 -11%
69 70
71
72 73