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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
826
Weik Capital Management
Pennsylvania
$274K – – –
LA
827
LVW Advisors
New York
$271K -$14K -67 -5%
BFO
828
Boston Family Office
Massachusetts
$271K +$21.9K +105 +9%
SCM
829
Southport Capital Management
Tennessee
$268K -$20.2K -97 -7%
RCG
830
Ruggie Capital Group
Florida
$264K +$1.25K +6 +0.5%
HDIM
831
Hanson & Doremus Investment Management
Vermont
$263K +$4.8K +23 +2%
PS
832
Portfolio Solutions
Michigan
$261K – – –
MM
833
Main Management
California
$256K – – –
WA
834
Waverly Advisors
Alabama
$256K – – –
WIA
835
Westbourne Investment Advisors
Maryland
$255K – – –
MC
836
Matisse Capital
Oregon
$254K – – –
VST
837
Van Strum & Towne
California
$254K +$251K +1,205 New
KA
838
KLCM Advisors
Wisconsin
$253K – – –
BFG
839
Beacon Financial Group
Texas
$250K -$2.41M -11,576 -81%
BTW
840
Boston Trust Walden
Massachusetts
$248K – – –
WGCA
841
Wolf Group Capital Advisors
Virginia
$247K +$6.47K +31 +3%
BFA
842
Bragg Financial Advisors
North Carolina
$243K -$8.34K -40 -3%
DRD
843
Dennis R. Delaney
$243K – – –
FMW
844
Farr Miller & Washington
District of Columbia
$243K +$4.8K +23 +2%
MC
845
Moors & Cabot
Massachusetts
$242K -$26.1K -125 -10%
CA
846
Commerzbank Aktiengesellschaft
Germany
$242K +$240K +1,152 New
NB
847
NBT Bank
New York
$241K – – –
ST
848
Smithfield Trust
Pennsylvania
$240K -$10.6K -51 -4%
CRB
849
Chad R. Baker
$240K – – –
RFA
850
Reilly Financial Advisors
California
$240K +$11.9K +57 +5%
32 33
34
35 36