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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CCMD
1751
Cypress Capital Management (Delaware)
Delaware
$979K +$45.9K +115 +4%
CS
1752
Capital Square
Tennessee
$977K -$69.5K -174 -6%
CWS
1753
Confluence Wealth Services
Pennsylvania
$976K -$47.5K -119 -4%
PL
1754
Parthenon LLC
Kentucky
$973K -$12.8K -32 -1%
CFO
1755
Collective Family Office
Pennsylvania
$968K -$1.82M -4,569 -63%
WP
1756
Wealthspan Partners
Iowa
$968K -$42.7K -107 -4%
FDCC
1757
Foster Dykema Cabot & Co
Massachusetts
$967K – – –
SSWM
1758
Smith Salley Wealth Management
North Carolina
$964K -$134K -335 -11%
AIP
1759
Ahrens Investment Partners
Louisiana
$959K -$18.8K -47 -2%
KM
1760
Kalos Management
Georgia
$958K -$220K -551 -18%
JWWM
1761
Johnson & White Wealth Management
Pennsylvania
$958K +$1.07M +2,672 New
WAOTB
1762
Wealth Advisors of Tampa Bay
Florida
$955K -$1.06M -2,664 -50%
ACP
1763
Arcus Capital Partners
Georgia
$951K -$31.9K -80 -3%
FMTC
1764
Farmers & Merchants Trust Company
California
$951K -$7.99K -20 -0.7%
DP
1765
Dearborn Partners
Illinois
$950K +$1.06M +2,649 New
APP
1766
Avantax Planning Partners
Iowa
$949K +$159K +398 +18%
CWM
1767
ClientFirst Wealth Management
Arkansas
$948K – – –
BFC
1768
Blue Fin Capital
Rhode Island
$946K -$242K -607 -19%
EM
1769
Excalibur Management
Massachusetts
$945K -$2.4K -6 -0.2%
BTW
1770
Boston Trust Walden
Massachusetts
$944K – – –
EHC
1771
Everett Harris & Co
California
$943K -$399 -1 -0%
AP
1772
Adero Partners
California
$942K -$96.2K -241 -9%
TFGT
1773
TS Financial Group (TSFG)
Illinois
$938K +$176K +441 +20%
CA
1774
Cortland Associates
Missouri
$936K -$59.9K -150 -5%
EFG
1775
Everhart Financial Group
Ohio
$935K – – –
69 70
71
72 73