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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
OC
1126
Oakworth Capital
Alabama
$2.1M +$121K +364 +6%
WBC
1127
West Branch Capital
Massachusetts
$2.09M +$260K +780 +14%
AIM
1128
Aspen Investment Management
Michigan
$2.08M +$33.3K +100 +2%
VCA
1129
Verdence Capital Advisors
Maryland
$2.07M -$39.6K -119 -2%
EVM
1130
Eaton Vance Management
Massachusetts
$2.06M +$715K +2,148 +54%
NIM
1131
Northeast Investment Management
Massachusetts
$2.05M – – –
NIC
1132
Northwest Investment Counselors
Oregon
$2.03M -$2.33K -7 -0.1%
TCM
1133
Traynor Capital Management
Pennsylvania
$2.01M +$138K +415 +8%
WI
1134
Wedgewood Investors
Pennsylvania
$2.01M -$33.3K -100 -2%
DTC
1135
Davidson Trust Company
Washington
$2.01M – – –
WF
1136
Welch & Forbes
Massachusetts
$2M -$233K -699 -10%
BFO
1137
Boston Family Office
Massachusetts
$2M +$113K +341 +6%
TCPWM
1138
Traverso Chambers Private Wealth Management
California
$1.99M -$84.9K -255 -4%
GJIC
1139
Gamble Jones Investment Counsel
California
$1.98M -$153K -460 -7%
MCA
1140
Magnolia Capital Advisors
Mississippi
$1.98M -$13K -39 -0.7%
ZF
1141
Zhang Financial
Michigan
$1.98M -$10.6K -32 -0.5%
RPGK
1142
Retirement Planning Group (Kansas)
Kansas
$1.98M +$85.9K +258 +5%
DJSG
1143
D.J. St. Germain
Massachusetts
$1.97M +$17K +51 +0.9%
SWM
1144
Sugarloaf Wealth Management
Georgia
$1.96M -$603K -1,811 -24%
VLC
1145
Van Leeuwen & Company
New Jersey
$1.96M -$38.6K -116 -2%
MPM
1146
Meritage Portfolio Management
Kansas
$1.95M +$1.65M +4,958 +588%
PG
1147
Patten Group
Tennessee
$1.94M +$72.2K +217 +4%
EA
1148
Emerald Advisors
Washington
$1.92M +$83.9K +252 +5%
CPSC
1149
Carl P. Sherr & Co
Massachusetts
$1.92M +$61.6K +185 +3%
CL
1150
CIM LLC
New York
$1.91M -$195K -586 -10%
44 45
46
47 48