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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
PAS
926
Partnervest Advisory Services
California
$307K +$5.93K +27 +2%
BCM
927
Bayesian Capital Management
New York
$306K -$30.5K -139 -9%
BHBT
928
Burke & Herbert Bank & Trust
Virginia
$305K -$47.3K -215 -14%
AIS
929
American Investment Services
Massachusetts
$303K -$47.3K -215 -14%
FFW
930
Fusion Family Wealth
New York
$300K +$290K +1,319 New
GC
931
Gibson Capital
Pennsylvania
$300K +$293K +1,334 New
SPWA
932
SteelBridge Private Wealth Advisors
Florida
$299K +$287K +1,308 New
CAW
933
Cornerstone Advisors (Washington)
Washington
$297K +$192K +875 +198%
HIMC
934
Heritage Investors Management Corp
Maryland
$291K -$65.9K -300 -19%
CFA
935
Cahill Financial Advisors
Minnesota
$282K +$11.6K +53 +4%
HDIM
936
Hanson & Doremus Investment Management
Vermont
$281K – – –
BFO
937
Boston Family Office
Massachusetts
$281K – – –
WPP
938
Whalerock Point Partners
Rhode Island
$280K +$57.1K +260 +26%
PS
939
Portfolio Solutions
Michigan
$279K – – –
SGAM
940
Steinberg Global Asset Management
Florida
$277K +$33K +150 +14%
BRC
941
Bell Rock Capital
Delaware
$277K +$274K +1,245 New
AWA
942
ARS Wealth Advisors
Florida
$275K +$23.1K +105 +9%
MM
943
Main Management
California
$274K – – –
BFM
944
Boston Financial Management
Massachusetts
$274K +$268K +1,219 New
BFG
945
Beacon Financial Group
Texas
$273K – – –
WIA
946
Westbourne Investment Advisors
Maryland
$272K – – –
MC
947
Matisse Capital
Oregon
$271K -$35.8K -163 -12%
VST
948
Van Strum & Towne
California
$271K – – –
WCM
949
Weik Capital Management
Pennsylvania
$270K -$4.4K -20 -2%
ANTB
950
AMG National Trust Bank
Colorado
$270K – – –
36 37
38
39 40