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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CASB
1076
Cape Ann Savings Bank
Massachusetts
$1.26M +$28.7K +99 +2%
UFF
1077
USA Financial Formulas
Michigan
$1.26M +$130K +449 +11%
BOPW
1078
Brandywine Oak Private Wealth
Pennsylvania
$1.26M +$127K +438 +11%
PP
1079
Patten & Patten
Tennessee
$1.26M -$11.9K -41 -1%
PCMC
1080
Private Capital Management (Colorado)
Colorado
$1.25M -$26.1K -90 -2%
HCA
1081
Horan Capital Advisors
Ohio
$1.25M +$89.3K +308 +8%
NFG
1082
Nations Financial Group
Iowa
$1.25M +$148K +512 +14%
ACP
1083
Arcus Capital Partners
Georgia
$1.25M +$7.25K +25 +0.6%
BMO
1084
Beck Mack & Oliver
New York
$1.24M – – –
9WM
1085
9258 Wealth Management
Ohio
$1.24M +$529K +1,825 +76%
EWMCB
1086
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$1.24M -$239K -825 -16%
VWA
1087
V Wealth Advisors
Kansas
$1.24M +$3.77K +13 +0.3%
CAM
1088
Congress Asset Management
Massachusetts
$1.23M -$460K -1,586 -27%
LFG
1089
Larson Financial Group
Missouri
$1.23M -$88.4K -305 -7%
WF
1090
Welch & Forbes
Massachusetts
$1.23M +$107K +369 +10%
MFIMFI
1091
Mesirow Financial Investment Management - Fixed Income
Illinois
$1.23M +$7.25K +25 +0.6%
CWM
1092
Connecticut Wealth Management
Connecticut
$1.21M +$108K +372 +10%
CCA
1093
Clearwater Capital Advisors
Illinois
$1.21M -$11.9K -41 -1%
IAA
1094
Ironsides Asset Advisors
North Carolina
$1.21M – – –
SW
1095
SlateStone Wealth
Florida
$1.21M -$489K -1,687 -29%
WBC
1096
West Branch Capital
Massachusetts
$1.2M -$10.4K -36 -0.9%
NAM
1097
NTV Asset Management
West Virginia
$1.2M +$869 +3 +0.1%
B
1098
Bellecapital
Switzerland
$1.19M +$151K +521 +15%
IC
1099
InterOcean Capital
Illinois
$1.17M – – –
DWM
1100
Doyle Wealth Management
Florida
$1.17M +$2.9K +10 +0.3%
42 43
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