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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
BI
1201
Ballast Inc
Kentucky
$286K +$275 +1 +0.1%
HCA
1202
Harbour Capital Advisors
Virginia
$285K +$295K +1,073 New
ST
1203
Spinnaker Trust
Maine
$284K – – –
AWA
1204
ARS Wealth Advisors
Florida
$280K -$20.6K -75 -7%
LG
1205
Leuthold Group
Minnesota
$280K +$66.8K +243 +30%
KSA
1206
Ken Stern & Associates
California
$277K -$60.5K -220 -17%
WA
1207
Winfield Associates
Ohio
$277K – – –
BFA
1208
Bragg Financial Advisors
North Carolina
$276K -$85.3K -310 -23%
PA
1209
Paracle Advisors
Washington
$268K +$277K +1,009 New
MCM
1210
Murphy Capital Management
New Jersey
$267K +$277K +1,008 New
CL
1211
Cabana LLC
Arkansas
$266K +$271K +986 New
HPC
1212
HM Payson & Co
Maine
$265K -$73.2K -266 -21%
BHBT
1213
Burke & Herbert Bank & Trust
Virginia
$265K -$4.13K -15 -1%
VDFA
1214
Vickerman & Driscoll Financial Advisors
Washington
$264K -$1.57M -5,694 -85%
VAM
1215
Verity Asset Management
North Carolina
$263K – – –
WTFG
1216
Wells Trecaso Financial Group
Ohio
$263K – – –
SIM
1217
Sigma Investment Management
Oregon
$261K – – –
AIS
1218
AlphaOne Investment Services
Pennsylvania
$261K +$177K +645 +190%
AF
1219
Arrow Financial
New York
$258K -$13.8K -50 -5%
CAL
1220
Capital Advisors Ltd
Ohio
$257K -$42.9K -156 -14%
BMM
1221
Berkshire Money Management
Massachusetts
$257K – – –
QAM
1222
QCI Asset Management
New York
$257K +$825 +3 +0.3%
CPC
1223
Congress Park Capital
New York
$256K -$44K -160 -14%
RC
1224
Randolph Company
Ohio
$256K +$3.02K +11 +1%
RWM
1225
Ritholtz Wealth Management
New York
$253K -$2.2K -8 -0.8%
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