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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
W
1801
WealthOne
New York
$471K -$21.7K -61 -5%
AIP
1802
ARS Investment Partners
New York
$468K – – –
BFO
1803
Biltmore Family Office
North Carolina
$468K +$124K +347 +39%
CPW
1804
Catalyst Private Wealth
California
$466K – – –
LWP
1805
Legacy Wealth Planning
Nevada
$466K +$35.2K +99 +9%
APWA
1806
Atlas Private Wealth Advisors
New Jersey
$465K -$65.5K -184 -13%
CG
1807
Clarus Group
Texas
$465K +$420K +1,181 New
EWM
1808
Executive Wealth Management
Michigan
$464K +$36K +101 +9%
PPWM
1809
PFG Private Wealth Management
Florida
$461K +$3.92K +11 +0.9%
WEC
1810
Winslow Evans & Crocker
Massachusetts
$461K +$135K +379 +45%
BCMO
1811
Buckingham Capital Management (Ohio)
Ohio
$458K -$44.1K -124 -9%
LDB
1812
Lee, Danner & Bass
Tennessee
$458K -$1.78K -5 -0.4%
HIMC
1813
Heritage Investors Management Corp
Maryland
$455K +$129K +362 +43%
VST
1814
Van Strum & Towne
California
$453K – – –
JCM
1815
Jacobi Capital Management
Pennsylvania
$450K +$1.42K +4 +0.3%
PAMU
1816
Pictet Asset Management (UK)
United Kingdom
$450K +$10.7K +30 +3%
CST
1817
Charles Schwab Trust
Nevada
$448K +$53.4K +150 +14%
SW
1818
SlateStone Wealth
Florida
$447K -$306K -860 -42%
TCOO
1819
Trust Company of Oklahoma
Oklahoma
$446K +$152K +427 +56%
HCM
1820
Hengehold Capital Management
Ohio
$445K – – –
MPIA
1821
Mountain Pacific Investment Advisers
Idaho
$445K – – –
RAM
1822
Riggs Asset Management
Pennsylvania
$445K +$140K +392 +49%
PS
1823
Portfolio Strategies
New York
$444K – – –
LJAC
1824
L.J. Altfest & Co
New York
$442K -$159K -447 -28%
NS
1825
Newman & Schimel
Illinois
$442K +$419K +1,177 New
71 72
73
74 75