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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1426
Seelaus Asset Management
New Jersey
$313K -$118K -430 -28%
AA
1427
Apriem Advisors
California
$312K +$4.65K +17 +2%
AWA
1428
Acorn Wealth Advisors
Michigan
$308K -$19.1K -70 -6%
PA
1429
Paracle Advisors
Washington
$307K +$53.3K +195 +22%
DCM
1430
Donaldson Capital Management
Indiana
$307K +$295K +1,078 New
TTWM
1431
TCV Trust & Wealth Management
Virginia
$306K -$24.6K -90 -8%
HIMC
1432
Heritage Investors Management Corp
Maryland
$304K -$232K -850 -44%
ST
1433
Spinnaker Trust
Maine
$304K -$4.38K -16 -1%
TC
1434
Truvestments Capital
Florida
$302K +$290K +1,059 New
RP
1435
Riverbridge Partners
Minnesota
$301K -$34.8M -127,451 -99%
BMC
1436
Benin Management Corp
Connecticut
$301K – – –
RA
1437
Rational Advisors
New York
$299K +$81.5K +298 +40%
WF
1438
WealthTrust Fairport
Ohio
$295K +$101K +368 +55%
HIM
1439
Hotaling Investment Management
Pennsylvania
$294K – – –
QCM
1440
Quadrant Capital Management
New Jersey
$293K +$3.28K +12 +1%
RE
1441
RBC Europe
United Kingdom
$292K -$191K -700 -41%
FEM
1442
Fulcrum Equity Management
Texas
$291K -$18.3K -67 -6%
BWFA
1443
Baltimore-Washington Financial Advisors
Maryland
$290K -$202K -740 -42%
HC
1444
HNP Capital
New York
$286K -$107K -390 -28%
LWANC
1445
Laurel Wealth Advisors (North Carolina)
North Carolina
$286K -$24.1K -88 -8%
VRM
1446
Vectors Research Management
New York
$286K -$6.84K -25 -2%
BHBT
1447
Burke & Herbert Bank & Trust
Virginia
$285K – – –
KFS
1448
Kurt F. Somerville
$285K – – –
GI
1449
GAMCO Investors
Connecticut
$285K +$273K +1,000 New
SWM
1450
Shakespeare Wealth Management
Wisconsin
$285K +$273K +1,000 New
56 57
58
59 60