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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
WCA
2126
Waypoint Capital Advisors
Minnesota
$591K – – –
SCA
2127
STALEY CAPITAL ADVISERS
Pennsylvania
$588K +$573K +1,430 New
SHWM
2128
Smith & Howard Wealth Management
Georgia
$587K -$20.4K -51 -3%
SAMC
2129
Spectrum Asset Management (California)
California
$586K +$22.1K +55 +4%
RCG
2130
Rock Creek Group
District of Columbia
$583K – – –
TPWM
2131
Twelve Points Wealth Management
Massachusetts
$582K -$13.6K -34 -2%
QC
2132
QCM Cayman
Texas
$581K +$567K +1,414 New
SWM
2133
Shakespeare Wealth Management
Wisconsin
$578K +$19.6K +49 +4%
AA
2134
Advisory Alpha
Michigan
$576K +$165K +411 +42%
MHB
2135
Midwest Heritage Bank
Iowa
$573K – – –
GC
2136
Gibson Capital
Pennsylvania
$573K – – –
WIM
2137
Warwick Investment Management
Texas
$573K -$12K -30 -2%
DIA
2138
Dana Investment Advisors
Wisconsin
$572K +$7.22K +18 +1%
KAH
2139
Kathryn A. Hall
$569K – – –
CAMG
2140
CWA Asset Management Group
Florida
$569K -$99.8K -249 -15%
BSI
2141
Bennett Selby Investments
Maine
$569K – – –
WKWM
2142
Walter & Keenan Wealth Management
Indiana
$569K – – –
PA
2143
Prism Advisors
California
$568K – – –
MBTD
2144
Mechanics Bank - Trust Department
California
$567K -$6.01K -15 -1%
MWM
2145
Marion Wealth Management
Pennsylvania
$566K -$233K -580 -30%
BB
2146
Bell Bank
North Dakota
$566K – – –
RPG
2147
Resource Planning Group
Georgia
$563K +$14.8K +37 +3%
BFG
2148
Bouchey Financial Group
New York
$563K +$86.6K +216 +19%
SPWG
2149
Syntegra Private Wealth Group
Missouri
$560K +$278K +693 +103%
ZIG
2150
Zurich Insurance Group
Switzerland
$560K +$182K +455 +50%
84 85
86
87 88