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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
AFAS
1776
Acorn Financial Advisory Services
Virginia
$1.23M -$22.5K -56 -2%
MHIC
1777
Marble Harbor Investment Counsel
Massachusetts
$1.23M -$4.01K -10 -0.3%
WT
1778
Washington Trust
Rhode Island
$1.23M -$16.8K -42 -1%
FMI
1779
F/M Investments
District of Columbia
$1.23M +$282K +703 +30%
BOPW
1780
Brandywine Oak Private Wealth
Pennsylvania
$1.23M -$2.81K -7 -0.2%
LPIC
1781
LeJeune Puetz Investment Counsel
Michigan
$1.22M – – –
LCC
1782
Lincoln Capital Corp
Rhode Island
$1.22M +$173K +432 +17%
HFS
1783
HBC Financial Services
Washington
$1.21M -$11.2K -28 -0.9%
DLCIG
1784
D.L. Carlson Investment Group
New Hampshire
$1.21M -$95.8K -239 -8%
SCA
1785
Scott Capital Advisors
Oregon
$1.21M +$5.21K +13 +0.4%
MIA
1786
MMBG Investment Advisors
Florida
$1.2M – – –
GD
1787
Grandfield & Dodd
New York
$1.2M – – –
FI
1788
Financial Insights
Washington
$1.2M -$1.38M -3,448 -54%
BFP
1789
Briaud Financial Planning
Texas
$1.19M – – –
EIM
1790
Ervin Investment Management
Washington
$1.19M – – –
KM
1791
Kalos Management
Georgia
$1.19M +$151K +377 +15%
PMG
1792
ProVise Management Group
Florida
$1.18M +$254K +634 +28%
MRWM
1793
ML&R Wealth Management
Texas
$1.18M +$326K +812 +39%
TIAM2
1794
Tru Independence Asset Management 2
Oregon
$1.18M +$1.15M +2,867 New
TL
1795
Tradewinds LLC
North Carolina
$1.17M +$1.15M +2,856 New
1SB
1796
1ST Source Bank
Indiana
$1.17M -$69.8K -174 -6%
PFM
1797
Peak Financial Management
Massachusetts
$1.17M +$1.2K +3 +0.1%
PP
1798
Patron Partners
Texas
$1.17M -$56.5K -141 -5%
MCM
1799
Mengis Capital Management
Oregon
$1.16M -$16.4K -41 -1%
CDH
1800
Charles D. Hyman
$1.16M -$20K -50 -2%
70 71
72
73 74