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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
BAAM
751
Baker Avenue Asset Management
California
$370K -$3.25M -16,552 -90%
AIM
752
Advantage Investment Management
Iowa
$369K -$2.05M -10,434 -85%
OWM
753
Orgel Wealth Management
Wisconsin
$369K +$69.1K +352 +25%
MM
754
Meridian Management
Arkansas
$368K +$5.1K +26 +1%
FFBTD
755
First Financial Bank - Trust Division
Ohio
$368K +$57.5K +293 +20%
MLL
756
Moody Lynn & Lieberson
Massachusetts
$367K – – –
PIM
757
Parasol Investment Management
Illinois
$366K -$27.5K -140 -7%
RWA
758
River Wealth Advisors
Pennsylvania
$363K +$39.6K +202 +13%
H
759
Hexavest
Quebec, Canada
$362K -$1.49M -7,585 -81%
WA
760
WFG Advisors
Texas
$360K -$150K -763 -30%
CNBT
761
Canandaigua National Bank & Trust
New York
$360K -$2.16K -11 -0.6%
BHBT
762
Burke & Herbert Bank & Trust
Virginia
$355K +$25.5K +130 +8%
HIMC
763
Heritage Investors Management Corp
Maryland
$352K +$137K +700 +70%
MC
764
Mathes Company
New York
$351K -$7.85K -40 -2%
UFA
765
US Financial Advisors
Massachusetts
$338K -$820K -4,178 -72%
CW
766
Cabot-Wellington
Massachusetts
$336K -$42.8K -218 -12%
SCA
767
Strategic Capital Alternatives
United States
$336K +$319K +1,625 New
CAL
768
Capital Advisors Ltd
Ohio
$333K -$63.2K -322 -17%
PA
769
Paracle Advisors
Washington
$327K +$15.9K +81 +5%
W
770
Wealthfront
California
$327K +$310K +1,580 New
RFS
771
Rockefeller Financial Services
New York
$326K -$24.3K -124 -7%
LIA
772
LS Investment Advisors
Michigan
$322K +$285K +1,454 +1,385%
CIC
773
Cornercap Investment Counsel
Georgia
$318K – – –
AF
774
Arrow Financial
New York
$317K – – –
CCT
775
Capital City Trust
Florida
$317K – – –
29 30
31
32 33