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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
GKIM
2151
GW&K Investment Management
Massachusetts
$1.01M +$102K +227 +12%
SRCM
2152
Signature Resources Capital Management
California
$1M +$942K +2,104 New
FWM
2153
FMB Wealth Management
California
$1M – – –
MAA
2154
Matrix Asset Advisors
New York
$1M +$4.92K +11 +0.5%
HC
2155
Hamilton Capital
Ohio
$1M -$34.5K -77 -4%
YC
2156
Yarbrough Capital
Tennessee
$1M – – –
MCM
2157
Mendel Capital Management
Arkansas
$1M +$26.9K +60 +3%
MCM
2158
Morton Capital Management
California
$1M +$486K +1,085 +107%
BRA
2159
Biechele Royce Advisors
Indiana
$995K -$38K -85 -4%
SAA
2160
Southeast Asset Advisors
Georgia
$992K +$448 +1 +0%
PWP
2161
Perfromance Wealth Partners
Illinois
$985K -$66.7K -149 -7%
SCM
2162
Saxony Capital Management
Missouri
$985K +$923K +2,062 New
CCM
2163
Colorado Capital Management
Colorado
$983K -$52.8K -118 -5%
AP
2164
Adero Partners
California
$982K -$2.69K -6 -0.3%
GI
2165
GLOBALT Investments
Georgia
$973K +$912K +2,037 New
FWM
2166
Fiat Wealth Management
Minnesota
$969K +$908K +2,029 New
IAS
2167
Insigneo Advisory Services
Florida
$968K +$49.7K +111 +6%
CWM
2168
Cabot Wealth Management
Massachusetts
$967K -$8.5K -19 -0.9%
AFG
2169
ABLE Financial Group
Arizona
$966K +$20.6K +46 +2%
DW
2170
Dodds Wealth
Colorado
$965K +$905K +2,021 New
RFWA
2171
RPg Family Wealth Advisory
Massachusetts
$964K -$56.4K -126 -6%
MOACM
2172
Mutual of America Capital Management
New York
$964K -$857K -1,915 -49%
WAOTB
2173
Wealth Advisors of Tampa Bay
Florida
$963K -$1.34M -2,992 -60%
RK
2174
Rather & Kittrell
Tennessee
$962K +$895 +2 +0.1%
VIM
2175
Vista Investment Management
Pennsylvania
$960K -$13.9K -31 -2%
85 86
87
88 89