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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
BP
1951
BCK Partners
New York
$597K – – –
ERIM
1952
Eagle Ridge Investment Management
Connecticut
$596K +$77.9K +195 +13%
SHWM
1953
Smith & Howard Wealth Management
Georgia
$592K -$13.6K -34 -2%
AC
1954
Anson Capital
Georgia
$591K -$130K -325 -16%
HFAS
1955
Hummer Financial Advisory Services
Illinois
$590K – – –
JBA
1956
Johnson Bixby & Associates
Washington
$589K +$11.6K +29 +2%
CA
1957
Carson Advisory
Georgia
$589K +$12.4K +31 +2%
CA
1958
Calton & Associates
Florida
$586K -$21.6K -54 -3%
BEI
1959
Benjamin Edwards Inc
Missouri
$585K -$1.2K -3 -0.2%
AWA
1960
AmeriServ Wealth Advisors
Pennsylvania
$585K – – –
IPW
1961
Inlet Private Wealth
Florida
$585K +$24K +60 +4%
OWA
1962
Opal Wealth Advisors
New York
$584K -$186K -466 -22%
IFS
1963
Ifrah Financial Services
Arkansas
$584K +$1.2K +3 +0.2%
MIC
1964
Means Investment Company
Maine
$583K -$2.79K -7 -0.4%
CS
1965
Cannell & Spears
New York
$583K – – –
APWA
1966
Atlas Private Wealth Advisors
New Jersey
$581K -$37.1K -93 -5%
APIM
1967
Agate Pass Investment Management
Washington
$579K +$34.3K +86 +6%
MCP
1968
Mirador Capital Partners
California
$578K -$22.4K -56 -3%
LBA
1969
Lowell Blake & Associates
Massachusetts
$578K -$799 -2 -0.1%
CI
1970
Cigna Investments
Connecticut
$577K -$727K -1,820 -53%
JJBC
1971
James J. Burns & Company
New York
$576K +$641K +1,605 New
LPP
1972
Life Planning Partners
Florida
$575K – – –
CWP
1973
Concord Wealth Partners
Virginia
$572K -$175K -438 -22%
RF
1974
Rollins Financial
Georgia
$570K -$2K -5 -0.3%
CGH
1975
Crossmark Global Holdings
Texas
$570K – – –
77 78
79
80 81