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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
PAS
801
Park Avenue Securities
New York
$282K +$284K +1,376 New
LA
802
LVW Advisors
New York
$276K -$1.43M -6,908 -84%
HTHT
803
Hemenway Trust Hemenway Trust
New Hampshire
$274K -$91.3K -442 -25%
AIM
804
Aspen Investment Management
Michigan
$272K – – –
WA
805
Waverly Advisors
Alabama
$272K – – –
WF
806
Welch & Forbes
Massachusetts
$270K +$273K +1,320 New
HCM
807
Hengehold Capital Management
Ohio
$265K +$268K +1,295 New
GHA
808
GW Henssler & Associates
Georgia
$259K -$10.3K -50 -4%
KTC
809
Kistler-Tiffany Companies
Pennsylvania
$256K +$93K +450 +56%
HDIM
810
Hanson & Doremus Investment Management
Vermont
$251K +$207K +1,000 +442%
MM
811
Main Management
California
$249K – – –
WIA
812
Westbourne Investment Advisors
Maryland
$248K – – –
MC
813
Matisse Capital
Oregon
$247K +$249K +1,205 New
KA
814
KLCM Advisors
Wisconsin
$246K – – –
BFA
815
Bragg Financial Advisors
North Carolina
$245K – – –
ST
816
Smithfield Trust
Pennsylvania
$244K +$620 +3 +0.3%
BFO
817
Boston Family Office
Massachusetts
$242K +$413 +2 +0.2%
OMC
818
Old Mission Capital
Illinois
$239K +$241K +1,168 New
EWM
819
Endurance Wealth Management
Rhode Island
$237K -$4.13K -20 -2%
DRD
820
Dennis R. Delaney
$237K +$239K +1,156 New
TSS
821
Two Sigma Securities
New York
$237K +$239K +1,157 New
WA
822
Winfield Associates
Ohio
$234K – – –
CRB
823
Chad R. Baker
$234K +$235K +1,140 New
NB
824
NBT Bank
New York
$234K +$236K +1,144 New
DSN
825
D. Scott Neal
Kentucky
$231K +$233K +1,127 New
31 32
33
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