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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
PL
501
Plancorp LLC
Missouri
$408K +$392K +2,200 New
MA
502
MCF Advisors
Kentucky
$407K +$2.14K +12 +0.6%
TH
503
TCTC Holdings
Texas
$406K -$35.6K -200 -8%
CIC
504
Cornercap Investment Counsel
Georgia
$397K – – –
CCM
505
Carlson Capital Management
Minnesota
$395K – – –
BFC
506
Blue Fin Capital
Rhode Island
$386K +$370K +2,080 New
LNC
507
Lincoln National Corp
Pennsylvania
$384K +$367K +2,061 New
GHAM
508
Gilman Hill Asset Management
Connecticut
$371K – – –
SFSG
509
Stearns Financial Services Group
North Carolina
$368K -$27.8K -156 -7%
LDB
510
Lee, Danner & Bass
Tennessee
$367K -$80.1K -450 -19%
GIA
511
Guyasuta Investment Advisors
Pennsylvania
$351K -$35.8K -201 -10%
RAM
512
Riggs Asset Management
Pennsylvania
$350K +$335K +1,884 New
DBT
513
Dubuque Bank & Trust
Iowa
$337K – – –
PO
514
Private Ocean
California
$337K +$323K +1,813 New
RCM
515
Rotella Capital Management
Washington
$334K -$926K -5,200 -74%
HCM
516
Harvey Capital Management
Florida
$334K -$26.7K -150 -8%
KIA
517
King Investment Advisors
Texas
$334K +$87.2K +490 +37%
BRM
518
Boston Research & Management
Massachusetts
$332K +$319K +1,790 New
NRS
519
Neville Rodie & Shaw
New York
$331K -$2.14K -12 -0.7%
FDCC
520
Foster Dykema Cabot & Co
Massachusetts
$329K +$97K +545 +44%
SCM
521
Sterling Capital Management
North Carolina
$326K – – –
BO
522
Bank OZK
Arkansas
$324K -$70.5K -396 -18%
CBT
523
Central Bank & Trust
Kentucky
$322K -$10.3K -58 -3%
BHBT
524
Burke & Herbert Bank & Trust
Virginia
$321K – – –
CAM
525
Carret Asset Management
New York
$319K -$4.45K -25 -1%
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