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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
PWG
1926
Private Wealth Group
Florida
$913K -$708K -1,766 -44%
B
1927
Bellecapital
Switzerland
$912K -$58.1K -145 -6%
CCM
1928
Carlson Capital Management
Minnesota
$910K – – –
FFA
1929
Founders Financial Alliance
North Carolina
$902K -$419K -1,045 -32%
HIP
1930
HUB Investment Partners
Texas
$902K -$285K -711 -24%
AW
1931
Alaethes Wealth
Nevada
$901K +$456K +1,137 +108%
MCM
1932
Mendel Capital Management
Arkansas
$895K +$873K +2,178 New
EBSAM
1933
Eubel Brady & Suttman Asset Management
Ohio
$895K -$4.98M -12,412 -85%
MCM
1934
Maple Capital Management
Vermont
$894K -$2.17M -5,403 -71%
CW
1935
Channel Wealth
California
$891K +$869K +2,167 New
FWM
1936
Focused Wealth Management
New York
$889K +$2K +5 +0.2%
CFCI
1937
Comprehensive Financial Consultants Institutional
Indiana
$883K – – –
AWM
1938
Affinity Wealth Management
Delaware
$880K -$14.4K -36 -2%
HC
1939
Hamilton Capital
Ohio
$876K +$802 +2 +0.1%
CWM
1940
Cabot Wealth Management
Massachusetts
$876K -$42.1K -105 -5%
PCM
1941
Palisade Capital Management
New Jersey
$875K +$64.9K +162 +8%
ODG
1942
O'Dell Group
Ohio
$874K – – –
TAM
1943
Tocqueville Asset Management
New York
$872K +$42.9K +107 +5%
RAM
1944
Redmond Asset Management
Virginia
$865K -$22.5K -56 -3%
PWM
1945
Prosperity Wealth Management
California
$865K +$80.6K +201 +11%
ICM
1946
Islay Capital Management
Texas
$865K -$231K -576 -21%
HIP
1947
Harrell Investment Partners
Texas
$865K -$140K -348 -14%
FWM
1948
FMB Wealth Management
California
$865K +$843K +2,103 New
CA
1949
Cortland Associates
Missouri
$864K -$37.3K -93 -4%
LC
1950
LCNB Corp
Ohio
$863K -$401 -1 -0%
76 77
78
79 80