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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
TCOO
826
Trust Company of Oklahoma
Oklahoma
$310K – – –
MBT
827
Monroe Bank & Trust
Michigan
$307K -$70K -322 -18%
BA
828
BKS Advisors
Michigan
$307K -$3.26K -15 -1%
CIC
829
Cornercap Investment Counsel
Georgia
$307K – – –
MMG
830
Monetary Management Group
Missouri
$305K – – –
MBTD
831
Mechanics Bank - Trust Department
California
$303K +$303K +1,392 New
IA
832
Independence Advisors
Pennsylvania
$299K -$17.4K -80 -5%
MC
833
Matisse Capital
Oregon
$298K +$35.5K +163 +14%
PAS
834
Partnervest Advisory Services
California
$291K -$49.8K -229 -15%
ST
835
Smithfield Trust
Pennsylvania
$290K +$42K +193 +17%
WF
836
Welch & Forbes
Massachusetts
$284K -$5.44K -25 -2%
SIM
837
Sigma Investment Management
Oregon
$283K -$6.74K -31 -2%
AAC
838
Asset Advisors Corp
Georgia
$275K +$274K +1,262 New
EP
839
Edgestream Partners
New Jersey
$274K +$274K +1,258 New
BFO
840
Boston Family Office
Massachusetts
$272K -$8.05K -37 -3%
HDIM
841
Hanson & Doremus Investment Management
Vermont
$272K – – –
FMW
842
Farr Miller & Washington
District of Columbia
$270K +$19.6K +90 +8%
PS
843
Portfolio Solutions
Michigan
$269K – – –
ACM
844
Acertus Capital Management
New Jersey
$267K -$90.9K -418 -25%
BIAS
845
Beacon Investment Advisory Services
New Jersey
$267K -$90.9K -418 -25%
WCM
846
Weik Capital Management
Pennsylvania
$265K -$17.4K -80 -6%
MM
847
Main Management
California
$265K – – –
WIA
848
Westbourne Investment Advisors
Maryland
$263K – – –
VST
849
Van Strum & Towne
California
$262K – – –
BFG
850
Beacon Financial Group
Texas
$262K +$580K +2,666 +100%
32 33
34
35 36