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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1876
CapWealth Advisors
Tennessee
– -$838K -2,592 Closed
JG
1877
Jefferies Group
New York
– -$835K -2,583 Closed
GC
1878
Gruss & Co
Florida
– -$808K -2,500 Closed
BA
1879
BCM Advisors
Louisiana
– -$787K -2,434 Closed
QCMC
1880
Quantum Capital Management (California)
California
– -$740K -2,288 Closed
PFA
1881
Professional Financial Advisors
Nebraska
– -$674K -2,085 Closed
FAM
1882
Formidable Asset Management
Ohio
– -$680K -2,045 Closed
ATFA
1883
All Terrain Financial Advisors
Minnesota
– -$654K -2,023 Closed
NP
1884
Ninepoint Partners
Ontario, Canada
– -$646K -2,000 Closed
AWM
1885
Aberdeen Wealth Management
Illinois
– -$643K -1,988 Closed
PMG
1886
ProVise Management Group
Florida
– -$613K -1,896 Closed
CIM
1887
Confluence Investment Management
Missouri
– -$521K -1,769 Closed
PIG
1888
Pantheon Investment Group
California
– -$491K -1,520 Closed
OCM
1889
Orser Capital Management
Texas
– -$484K -1,500 Closed
HIS
1890
Harvest Investment Services
Illinois
– -$430K -1,333 Closed
AAM
1891
American Asset Management
Florida
– -$414K -1,280 Closed
RIA
1892
Realta Investment Advisors
Delaware
– -$396K -1,251 Closed
ACM
1893
Alta Capital Management
Utah
– -$402K -1,245 Closed
CAMG
1894
CWA Asset Management Group
Florida
– -$368K -1,137 Closed
AWM
1895
Affinity Wealth Management
Delaware
– -$363K -1,123 Closed
UAS
1896
United Asset Strategies
New York
– -$352K -1,088 Closed
CG
1897
Cutler Group
California
– -$331K -1,081 Closed
DP
1898
Dearborn Partners
Illinois
– -$344K -1,065 Closed
SMH
1899
Sanders Morris Harris
Texas
– -$308K -1,055 Closed
AP
1900
Advisor Partners
California
– -$337K -1,024 Closed
74 75
76
77 78