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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
JSSH
2526
J. Safra Sarasin Holding
$1.63M +$23.8K +35 +2%
EPIM
2527
Evelyn Partners Investment Management
$1.63M +$224K +330 +16%
FMTC
2528
Farmers & Merchants Trust Company
California
$1.62M -$19K -28 -1%
GAA
2529
Guardian Asset Advisors
Pennsylvania
$1.62M +$8.15K +12 +0.5%
MIG
2530
McGuire Investment Group
Rhode Island
$1.61M -$13.6K -20 -0.8%
CAM
2531
Cozad Asset Management
Illinois
$1.61M +$95.7K +141 +6%
EHC
2532
Everett Harris & Co
California
$1.61M -$69.9K -103 -4%
CCA
2533
Cora Capital Advisors
New Jersey
$1.6M – – –
RC
2534
Randolph Company
Ohio
$1.6M -$192K -283 -11%
TIA
2535
Tiemann Investment Advisors
California
$1.6M +$42.8K +63 +3%
SH
2536
SLT Holdings
Arizona
$1.6M +$147K +217 +10%
BFA
2537
Brown Financial Advisory
Alabama
$1.6M -$26.5K -39 -2%
MCM
2538
McRae Capital Management
New Jersey
$1.6M -$372K -548 -19%
AWM
2539
Accel Wealth Management
Iowa
$1.59M – – –
EGA
2540
E&G Advisors
Texas
$1.59M -$7.47K -11 -0.5%
SW
2541
SkyOak Wealth
Michigan
$1.59M – – –
AFW
2542
Avantra Family Wealth
Pennsylvania
$1.59M +$11.5K +17 +0.7%
CWM
2543
Cabot Wealth Management
Massachusetts
$1.59M +$2.04K +3 +0.1%
BCI
2544
Blue Capital Inc
Nebraska
$1.59M +$166K +245 +12%
SLC
2545
Second Line Capital
Louisiana
$1.58M -$212K -312 -12%
AIM
2546
Athena Investment Management
California
$1.58M -$2.04K -3 -0.1%
CA
2547
Corrado Advisors
New Jersey
$1.58M +$5.43K +8 +0.3%
WTA
2548
Washington Trust Advisors
Massachusetts
$1.58M +$32.6K +48 +2%
HPBT
2549
Hickory Point Bank & Trust
Illinois
$1.57M – – –
CWM
2550
Copia Wealth Management
Oregon
$1.57M -$29.9K -44 -2%
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102
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