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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
HTHT
2501
Hemenway Trust Hemenway Trust
New Hampshire
$290K -$15.7K -35 -5%
TFA
2502
Trinity Financial Advisors
Ohio
$290K -$313K -700 -51%
AIC
2503
Argus Investors Counsel
New York
$289K -$447 -1 -0.1%
OPCM
2504
Osborne Partners Capital Management
California
$288K +$3.58K +8 +1%
CPP
2505
Capasso Planning Partners
South Carolina
$288K +$1.34K +3 +0.4%
JLBC
2506
J.L. Bainbridge & Co
Florida
$287K -$89.5K -200 -23%
CAM
2507
Chesapeake Asset Management
New York
$287K +$244K +545 +443%
SFWC
2508
Strategic Family Wealth Counselors
New Jersey
$286K – – –
CP
2509
Castleview Partners
Texas
$286K -$2.24K -5 -0.7%
OPPS
2510
Obsidian Personal Planning Solutions
Maryland
$284K -$11.2K -25 -4%
PGF
2511
Plan Group Financial
Oklahoma
$284K +$2.24K +5 +0.8%
LWMG
2512
Levy Wealth Management Group
Pennsylvania
$284K – – –
PIM
2513
Penobscot Investment Management
Massachusetts
$283K – – –
BW
2514
Basepoint Wealth
Iowa
$282K -$109K -244 -27%
UF
2515
Univest Financial
Pennsylvania
$280K +$10.3K +23 +4%
AIS
2516
AM Investment Strategies
Tennessee
$279K – – –
SCM
2517
Stonehearth Capital Management
Massachusetts
$279K +$31.3K +70 +12%
PHS
2518
Pekin Hardy Strauss
Illinois
$277K -$22.4K -50 -7%
HAS
2519
HBW Advisory Services
California
$276K +$86.3K +193 +43%
KFG
2520
Kingdom Financial Group
Arizona
$274K -$2.68K -6 -0.9%
NC
2521
NBW Capital
Massachusetts
$274K -$27.3K -61 -9%
EF
2522
Empirical Finance
Pennsylvania
$274K +$2.24K +5 +0.8%
SFG
2523
Synergy Financial Group
California
$272K – – –
SW
2524
Solidarity Wealth
Utah
$272K +$72.5K +162 +35%
KWM
2525
KFG Wealth Management
Indiana
$272K +$24.2K +54 +9%
99 100
101
102 103