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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
MIC
1826
Meridian Investment Counsel
California
$222K – – –
LI
1827
Lafayette Investments
Maryland
$220K – – –
ST
1828
Spinnaker Trust
Maine
$219K -$187K -563 -46%
ACP
1829
Ashfield Capital Partners
California
$219K +$217K +653 New
AHB
1830
Abner Herrman & Brock
New Jersey
$217K +$215K +645 New
NEWAS
1831
N.E.W. Advisory Services
Wisconsin
$216K +$212K +638 New
MCM
1832
McMillion Capital Management
North Carolina
$216K +$214K +642 New
ZCM
1833
Ziegler Capital Management
Illinois
$215K +$213K +640 New
FNBTCON
1834
First National Bank & Trust Co of Newtown
Pennsylvania
$213K +$211K +634 New
ZIG
1835
Zuckerman Investment Group
Illinois
$213K +$211K +635 New
IC
1836
Investment Counsel
Michigan
$212K +$210K +630 New
LF
1837
LifeSteps Financial
California
$211K +$209K +627 New
BPM
1838
Bowling Portfolio Management
Ohio
$211K +$209K +629 New
JWBC
1839
John W. Brooker & Co
California
$206K -$49.9K -150 -20%
FWM
1840
FSA Wealth Management
Massachusetts
$205K +$6.32K +19 +3%
CIAS
1841
CBIZ Investment Advisory Services
Ohio
$204K – – –
CB
1842
Cadence Bank
Mississippi
$202K -$34.6K -104 -15%
BII
1843
Bainco International Investors
Massachusetts
$202K +$199K +599 New
CBOR
1844
Community Bank of Raymore
Missouri
$202K +$200K +600 New
DIA
1845
Dana Investment Advisors
Wisconsin
$202K +$200K +602 New
JSA
1846
Jacobson & Schmitt Advisors
Wisconsin
$201K +$199K +597 New
ACS
1847
Archford Capital Strategies
Illinois
$200K -$18.6K -56 -9%
CPC
1848
Consolidated Planning Corp
Georgia
$200K +$199K +597 New
WOC
1849
West Oak Capital
California
$193K -$33.3K -100 -15%
RCA
1850
Ranch Capital Advisors
Florida
$193K -$1.33K -4 -0.7%
72 73
74
75 76