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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
GSEP
1551
Golden State Equity Partners
California
$1.06M +$305K +788 +42%
BTW
1552
Boston Trust Walden
Massachusetts
$1.05M +$77.4K +200 +8%
RP
1553
Reinhart Partners
Wisconsin
$1.05M +$12.4K +32 +1%
PCM
1554
Palisade Capital Management
New Jersey
$1.05M +$171K +441 +20%
NL
1555
Navalign LLC
California
$1.05M +$1.03M +2,648 New
AFA
1556
American Financial Advisors
Georgia
$1.05M -$30.6K -79 -3%
LRIA
1557
Leonard Rickey Investment Advisors
Washington
$1.05M +$74.7K +193 +8%
SPA
1558
Sentinel Pension Advisors
Massachusetts
$1.05M +$5.87M +15,171 +401%
BAM
1559
Barrett Asset Management
New York
$1.04M -$19.4K -50 -2%
WFA
1560
Wipfli Financial Advisors
Wisconsin
$1.04M -$20.9K -54 -2%
EM
1561
Excalibur Management
Massachusetts
$1.04M -$250K -645 -20%
BMWM
1562
Brown Miller Wealth Management
Virginia
$1.04M -$43K -111 -4%
TCMP
1563
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.04M -$48.4K -125 -5%
SWK
1564
Stephen W. Kidder
$1.03M -$174K -450 -15%
BCM
1565
BTR Capital Management
California
$1.03M – – –
SAA
1566
Southeast Asset Advisors
Georgia
$1.03M +$56.1K +145 +6%
RIA
1567
Realta Investment Advisors
Delaware
$1.03M +$508K +1,312 +104%
BFS
1568
Bradley Foster & Sargent
Connecticut
$1.02M +$217K +560 +28%
LS
1569
Leelyn Smith
Illinois
$1.01M -$1.94K -5 -0.2%
AIS
1570
American Investment Services
Massachusetts
$1.01M +$121K +312 +14%
HCA
1571
Harbour Capital Advisors
Virginia
$1M +$976K +2,522 New
IFG
1572
Investors Financial Group
Minnesota
$1M +$93.7K +242 +11%
BA
1573
Bridge Advisory
California
$1M -$553K -1,428 -36%
IWA
1574
Inspirion Wealth Advisors
Illinois
$1M -$5.03K -13 -0.5%
BHBT
1575
Burke & Herbert Bank & Trust
Virginia
$998K +$152K +392 +19%
61 62
63
64 65