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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
476
Maple Capital Management
Vermont
$270K – – –
FBA
477
Front Barnett Associates
Illinois
$266K – – –
FFSOTS
478
Fiduciary Financial Services of The Southwest
Texas
$266K +$12.6K +75 +5%
CCT
479
Capital City Trust
Florida
$259K – – –
WF
480
Welch & Forbes
Massachusetts
$257K -$8.43K -50 -3%
VCM
481
Violich Capital Management
California
$257K – – –
MC
482
Martin & Co
Tennessee
$245K – – –
BAM
483
Berkshire Asset Management
Pennsylvania
$244K +$18K +107 +8%
MLL
484
Moody Lynn & Lieberson
Massachusetts
$238K – – –
KFS
485
Kurt F. Somerville
$236K +$236K +1,398 New
MBE
486
Michael B. Elefante
$236K +$236K +1,398 New
PFO
487
Pathstone Family Office
New Jersey
$235K +$67.2K +399 +40%
FLPIM
488
F.L. Putnam Investment Management
Massachusetts
$234K +$234K +1,388 New
WA
489
Waverly Advisors
Alabama
$233K +$233K +1,381 New
BTS
490
BB&T Securities
Virginia
$233K -$64K -380 -22%
BCM
491
Birmingham Capital Management
Alabama
$230K – – –
CK
492
Carnick & Kubik
Colorado
$230K +$230K +1,364 New
EVM
493
Eaton Vance Management
Massachusetts
$229K +$228K +1,353 New
EWM
494
Empirical Wealth Management
Washington
$228K – – –
BAM
495
Barrett Asset Management
New York
$225K – – –
DDPIC
496
Deroy & Devereaux Private Investment Counsel
Michigan
$224K +$223K +1,325 New
MCM
497
McRae Capital Management
New Jersey
$222K – – –
RP
498
Reinhart Partners
Wisconsin
$222K +$221K +1,313 New
FCB
499
First Citizens Bancorporation
South Carolina
$221K -$139K -822 -39%
KIA
500
King Investment Advisors
Texas
$221K +$221K +1,310 New
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