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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
FBFS
601
First Business Financial Services
Wisconsin
$283K +$284K +1,427 New
FLPIM
602
F.L. Putnam Investment Management
Massachusetts
$280K +$8.96K +45 +3%
CASB
603
Cape Ann Savings Bank
Massachusetts
$279K +$34.8K +175 +14%
EWM
604
Endurance Wealth Management
Rhode Island
$278K +$280K +1,407 New
KFS
605
Kurt F. Somerville
$277K – – –
MBE
606
Michael B. Elefante
$277K – – –
PA
607
Paracle Advisors
Washington
$277K +$279K +1,400 New
VWM
608
Vector Wealth Management
Minnesota
$274K +$398 +2 +0.1%
AIM
609
Aspen Investment Management
Michigan
$273K – – –
BAM
610
Barrett Asset Management
New York
$272K +$25.9K +130 +10%
OI
611
Oakbrook Investments
Illinois
$268K -$1.77M -8,900 -87%
FCB
612
First Citizens Bancorporation
South Carolina
$268K +$36.8K +185 +16%
BBA
613
BLB&B Advisors
Pennsylvania
$266K +$267K +1,344 New
DIA
614
Denver Investment Advisors
Colorado
$257K +$14.9K +75 +6%
CNBT
615
Canandaigua National Bank & Trust
New York
$252K +$6.37K +32 +3%
IFS
616
Ifrah Financial Services
Arkansas
$249K +$9.75K +49 +4%
SI
617
Stephens Inc
Arkansas
$247K +$248K +1,248 New
PO
618
Private Ocean
California
$243K +$796 +4 +0.3%
MM
619
Main Management
California
$241K – – –
HRIA
620
Haberer Registered Investment Advisor
Ohio
$239K – – –
BFEC
621
Benjamin F. Edwards & Company
Missouri
$238K – – –
BCM
622
Birmingham Capital Management
Alabama
$238K – – –
BFA
623
Bragg Financial Advisors
North Carolina
$237K – – –
SHA
624
Smith Hayes Advisers
Nebraska
$235K -$7.96K -40 -3%
BFO
625
Boston Family Office
Massachusetts
$234K – – –
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