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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CW
751
Cabot-Wellington
Massachusetts
$378K – – –
FHC
752
First Heartland Consultants
Missouri
$374K +$52.9K +256 +16%
OA
753
Outfitter Advisors
Virginia
$372K – – –
MLL
754
Moody Lynn & Lieberson
Massachusetts
$364K +$66.1K +320 +22%
HPIA
755
Hamilton Point Investment Advisors
North Carolina
$362K -$30K -145 -8%
MM
756
Meridian Management
Arkansas
$359K -$31K -150 -8%
CNBT
757
Canandaigua National Bank & Trust
New York
$359K +$77.5K +375 +27%
CFB
758
Cullen/Frost Bankers
Texas
$358K -$368K -1,782 -50%
MC
759
Mathes Company
New York
$356K – – –
RFWA
760
RPg Family Wealth Advisory
Massachusetts
$353K +$356K +1,724 New
WGCA
761
Wolf Group Capital Advisors
Virginia
$352K -$81.8K -396 -19%
RFS
762
Rockefeller Financial Services
New York
$349K -$30.8K -149 -8%
LFG
763
LifePlan Financial Group
Ohio
$348K -$73.1K -354 -17%
1SB
764
1ST Source Bank
Indiana
$348K +$45.4K +220 +15%
GIA
765
Guyasuta Investment Advisors
Pennsylvania
$343K -$10.1K -49 -3%
CAM
766
Carret Asset Management
New York
$333K +$24.4K +118 +8%
CMO
767
Covenant Multifamily Offices
Texas
$328K -$360K -1,744 -52%
BHBT
768
Burke & Herbert Bank & Trust
Virginia
$326K – – –
FLPIM
769
F.L. Putnam Investment Management
Massachusetts
$322K – – –
FDCC
770
Foster Dykema Cabot & Co
Massachusetts
$322K – – –
TIA
771
Tiemann Investment Advisors
California
$322K +$38.2K +185 +13%
AIM
772
Arcadia Investment Management
Michigan
$321K +$323K +1,565 New
OI
773
Oakbrook Investments
Illinois
$319K +$322K +1,558 New
RWA
774
River Wealth Advisors
Pennsylvania
$318K +$36.8K +178 +13%
CIC
775
Cornercap Investment Counsel
Georgia
$315K – – –
29 30
31
32 33