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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CI
751
Cavalier Investments
Georgia
$427K -$10.4K -50 -2%
HPIA
752
Hamilton Point Investment Advisors
North Carolina
$423K -$104K -500 -20%
RT
753
Rockland Trust
Massachusetts
$419K -$83.2K -399 -17%
CASB
754
Cape Ann Savings Bank
Massachusetts
$418K -$1.25K -6 -0.3%
MTWSIF
755
Mivtachim The Workers Social Insurance Fund
Israel
$418K – – –
TCM
756
Traynor Capital Management
Pennsylvania
$416K +$38.8K +186 +10%
RP
757
Riverbridge Partners
Minnesota
$413K -$344K -1,648 -46%
CFA
758
Capstone Financial Advisors
Illinois
$412K -$237K -1,137 -37%
CIS
759
Connors Investor Services
Pennsylvania
$412K – – –
CAM
760
Crestone Asset Management
Colorado
$411K -$101K -483 -20%
MM
761
Meridian Management
Arkansas
$409K +$34.4K +165 +9%
BPB
762
Badgley, Phelps & Bell
Washington
$408K – – –
PFO
763
Pathstone Family Office
New Jersey
$405K -$163K -779 -29%
FHC
764
First Heartland Consultants
Missouri
$405K +$153K +732 +62%
SFSIG
765
San Francisco Sentry Investment Group
California
$404K – – –
OSNBOA
766
Old Second National Bank of Aurora
Illinois
$400K -$25.4K -122 -6%
WEC
767
Winslow Evans & Crocker
Massachusetts
$397K -$21.9K -105 -5%
RWA
768
River Wealth Advisors
Pennsylvania
$396K +$27.1K +130 +7%
RA
769
RFG Advisory
Alabama
$395K – – –
LFG
770
LifePlan Financial Group
Ohio
$386K +$6.47K +31 +2%
BCP
771
Berkeley Capital Partners
Georgia
$385K +$142K +680 +59%
VCM
772
Violich Capital Management
California
$382K -$52.6K -252 -12%
1SB
773
1ST Source Bank
Indiana
$382K -$2.92K -14 -0.8%
OA
774
Outfitter Advisors
Virginia
$382K – – –
LDB
775
Lee, Danner & Bass
Tennessee
$378K – – –
29 30
31
32 33