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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
JSA
2101
Jacobson & Schmitt Advisors
Wisconsin
$261K -$11.3K -27 -4%
TA
2102
TruWealth Advisors
Louisiana
$261K – – –
LCM
2103
LVM Capital Management
Michigan
$260K – – –
CSPAM
2104
Cary Street Partners Asset Management
Virginia
$259K – – –
SBIA
2105
Sheaff Brock Investment Advisors
Indiana
$259K +$253K +603 New
CBOR
2106
Community Bank of Raymore
Missouri
$258K – – –
IGGA
2107
Iron Gate Global Advisors
Utah
$258K +$10.9K +26 +5%
III
2108
Independent Investors Inc
New York
$258K +$251K +600 New
PAI
2109
Pittenger & Anderson Inc
Nebraska
$256K +$6.7K +16 +3%
AOWM
2110
Alpha Omega Wealth Management
Virginia
$252K +$246K +587 New
SFS
2111
Strategic Financial Services
New York
$249K – – –
SWIG
2112
Strategic Wealth Investment Group
Kentucky
$249K +$20.1K +48 +9%
SFPM
2113
Sensible Financial Planning & Management
Massachusetts
$249K +$243K +579 New
VCM
2114
Virtue Capital Management
Tennessee
$248K +$242K +577 New
ACWM
2115
Adams Chetwood Wealth Management
North Carolina
$245K – – –
CHC
2116
City Holding Co
West Virginia
$245K +$13K +31 +6%
FBA
2117
Front Barnett Associates
Illinois
$242K -$62.8K -150 -21%
GF
2118
Goodman Financial
Texas
$242K -$29.3K -70 -11%
NB
2119
NBT Bank
New York
$242K – – –
SAI
2120
Systematic Alpha Investments
New Jersey
$242K – – –
PIM
2121
Penobscot Investment Management
Massachusetts
$240K +$234K +558 New
RCA
2122
Ranch Capital Advisors
Florida
$239K +$419 +1 +0.2%
DIA
2123
Dana Investment Advisors
Wisconsin
$239K +$838 +2 +0.4%
PA
2124
Probity Advisors
Texas
$236K +$419 +1 +0.2%
AWM
2125
Accurate Wealth Management
Florida
$234K +$228K +544 New
83 84
85
86 87